2-Day Claude and Microsoft Copilot Bootcamp in Mumbai (2026): BFSI, Media and Real Estate Teams
PUBLISHED 31 OCTOBER 2026 • BY PARIKSHIT KHANNA • FACTS CHECKED 31 OCTOBER 2026
Quick answer
Two days lets a Mumbai team go beyond basics. Day one builds depth in Claude: Projects, Research, Artifacts, connectors and Skills. Day two covers Microsoft Copilot across Outlook, Teams, Excel, PowerPoint, Notebooks and Researcher, and ends with a sector lab on your own documents. Mumbai is India's commercial capital, and Maharashtra leads India in foreign direct investment (about USD 107 billion from October 2019 to March 2026, IBEF), so most teams here run on reports, client notes and spreadsheets.
Day by day agenda
Session | Day 1: Claude in depth | Day 2: Microsoft Copilot in depth |
Morning 1 | Safe data use, prompting method, Claude plans and settings | Copilot in Outlook and Teams: triage, replies, meeting recaps and action lists |
Morning 2 | Claude Projects loaded with team knowledge; file and PDF analysis | Copilot in Excel and PowerPoint: analysis, commentary and decks from documents |
Afternoon 1 | Research and web search for market and competitor briefs, with source checks | Copilot Notebooks, Pages and the Researcher agent (licensed users) |
Afternoon 2 | Artifacts for documents and slides; Skills for repeat formats; Claude for Excel and PowerPoint (paid plans) | Sector lab on your own documents, then a 30 day rollout plan |
Sector labs for Mumbai teams
Sector | Lab exercises |
Banking, NBFCs and capital markets | Client meeting notes, circular and policy summaries with source checks, reconciliation commentary. No investment advice is produced. |
Media and advertising | Campaign briefs, research decks, script outlines and client reports |
Real estate | Project comparison sheets, buyer follow ups and document summaries checked by a person |
Corporate headquarters | Board notes, MIS commentary and leadership briefs |
Regulated teams, including SEBI regulated firms headquartered around BKC, should keep client data inside approved enterprise tools. The bootcamp starts with your company's policy and shows the enterprise settings to check.
Which licence do your people need?
Microsoft Copilot Chat: available without the add-on licence for eligible work accounts. It answers from the web and files you upload, so a Copilot Chat track still delivers real value.
Microsoft 365 Copilot licence: adds grounding in your mail, meetings, chats and files, Copilot inside Word, Excel, PowerPoint, Outlook and Teams, and agents such as Researcher and Analyst. Microsoft now shows it as Microsoft Copilot in many places.
Claude Free: covers chat, up to five Projects, memory, connectors and Skills.
Claude paid plans: add Research, Claude Cowork, Claude in Chrome and the Claude add-ins for Excel, PowerPoint, Word and Outlook. The programme is planned around the licences you already have.
Why two days instead of one
Day one alone cannot cover Claude Research, Skills and Artifacts properly; the second day gives Copilot equal time.
The sector lab produces a real deliverable the team can reuse on Monday.
Two consecutive days keep momentum, while still fitting one working week.
Book a programme or ask a question
Free discovery call on Topmate: a short call to scope your programme.
90 minute Claude AI Mastery session: try the training style one to one before you book a team.
60 minute one to one AI coaching: for a single executive or owner.
Claude and Copilot guides and prompt books: PDFs including the Claude Playbook and Copilot at Work.
WhatsApp: +91 99972 13177
Email: pkhanna123@gmail.com
Contact page: parikshitkhanna.com/contact
Programmes are paid engagements. After a scoping call you receive one written proposal with one scope and one fee.
Frequently asked questions
Can the bootcamp run onsite in Mumbai?
Yes. Onsite sessions run in BKC, Lower Parel, Andheri, Powai, Thane and Navi Mumbai by arrangement, or live online.
Do participants need paid Claude accounts?
Not for most of the bootcamp. Research, Cowork and the Office add-ins need a paid Claude plan, so the agenda is adjusted to the plans you have.
What batch size works best?
Fifteen to thirty participants per batch keeps the labs hands on. Larger groups are split into batches.
Is this suitable for senior leaders?
Yes, though many Mumbai leadership teams prefer a shorter private briefing. See the private programme for owners and HNIs.
Will we learn about Claude inside Copilot?
Yes. Microsoft offers Claude models in parts of Microsoft 365 Copilot such as Researcher and Copilot Studio, and the session shows where your admin controls them.
About the author
Parikshit Khanna is an AI trainer and the founder of Digital Training Jet, based in Greater Noida West, Delhi NCR, and originally from Saharanpur. Digital Training Jet programmes have reached more than 3,50,000 professionals. He holds Anthropic Academy completion certificates for Claude 101, Claude Cowork, and AI Capabilities and Limitations, gave the TEDx talk "Redesigning Work with Artificial Intelligence" at TEDxEicher School Faridabad Youth on 1 August 2026, ran a Google Gemini workshop at IIT Guwahati in November 2025, and is visiting faculty at GL Bajaj Institute of Management and Research.
How this guide was made: drafted with AI assistance and reviewed before publishing. Product facts were checked against Anthropic and Microsoft pages on 31 October 2026. Claude and Copilot change often, so every programme is updated to the features available on the day of delivery.
