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 Duration 15 hours

Course Outline

Core AI Concepts for Productivity

  • Understanding Generative AI
    • Overview of the evolution and history of language models.
    • Comprehending Large Language Models (LLMs).
    • Evaluating the strengths and limitations of tools such as ChatGPT.
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the user interface.
    • Essential concepts: temperature, context, and defining "personas".
  • Practical Exercise: Creating an initial draft using ChatGPT.

Mastering Prompt Engineering

  • Structure of an Effective Prompt
    • Core elements: task definition, context, role, format, and tone.
    • Techniques for "ask and refine" prompting strategies.
  • Sophisticated Prompting Strategies
    • Chain-of-Thought: Guiding the AI through step-by-step reasoning.
    • Few-Shot Prompting: Providing examples to enhance output precision.
    • Iterative refinement: The critical process for achieving exact results.
  • Practical Exercise: Refining a prompt iteratively to produce a desired management report.

Streamlining Writing and Summarization

  • Email Creation and Response Automation
    • Generating professional email drafts.
    • Automating standard and personalized responses.
  • Document Summarization and Insight Extraction
    • Condensing meeting minutes, articles, and extensive documents.
    • Identifying key points and action items from complex texts.
  • Practical Exercise: Leveraging ChatGPT to summarize a document and compose an email response.

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Exploring the interface and understanding its functional capabilities.
    • Crafting effective prompts for data analysis tasks.
  • Data Analysis and Visualization
    • Instructing Copilot to examine large datasets.
    • Automatically generating charts, pivot tables, and visual representations.
  • Prediction and Reporting
    • Using Copilot to create forecasts derived from historical data.
    • Drafting reports directly from spreadsheet content.
  • Practical Exercise: Employing Copilot to analyze sales data, generate forecasts, and produce charts.

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Creating presentation structures from Word documents or text outlines.
    • Enhancing slides with design suggestions, image recommendations, and content restructuring.
    • Practical Exercise: Using Copilot to build a comprehensive project presentation.
  • Copilot in Outlook
    • Drafting and simplifying professional email correspondence.
    • Inbox management: Summarizing long threads and prioritizing critical messages.
    • Practical Exercise: Requesting Copilot to summarize an email thread and draft a concise reply.

Integration and Complex Workflows

  • AI Agent Workflows in Corporate Settings
    • Integrating Copilot with SharePoint and Microsoft Fabric.
    • Automating repetitive tasks and business procedures.
  • Data Governance and Security
    • Ethical implications and privacy considerations when utilizing AI tools.
    • Best practices for managing sensitive information.
  • Practical Exercise: Designing a basic team workflow automation using Copilot within SharePoint.
  • Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing development.

Requirements

  • Familiarity with Microsoft 365 applications.
  • Experience with fundamental productivity or office management tasks.
  • No prior background in AI tools is necessary.

Target Audience

  • Office professionals and productivity specialists.
  • Project managers and coordinators.
  • Teams looking to integrate AI into their daily operations.

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