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Course Outline

Foundations of AI for Business Efficiency

  • The Nature of Generative AI
    • A concise overview of the evolution of language models
    • Comprehending Large Language Models (LLMs)
    • Strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Core concepts: temperature, context, and defining "personas"
  • Practical Task: Creating an initial draft using ChatGPT

Mastery of Prompt Engineering

  • Structure of High-Performing Prompts
    • Essential elements: task, context, role, format, and tone
    • Techniques for "ask and refine" prompt structures
  • Advanced Prompting Strategies
    • Chain-of-Thought: directing the AI to reason logically step-by-step
    • Few-Shot Prompting: providing examples to sharpen outcomes
    • Iterative refinement: the critical step for precise results
  • Practical Task: Refining a prompt to produce a specific management report

Streamlining Writing and Summarization

  • Email Composition and Reply Automation
    • Drafting professional email content
    • Automating standard and customized responses
  • Condensing and Analyzing Documents
    • Summarizing meeting notes, articles, and lengthy texts
    • Identifying key insights and action items from dense content
  • Practical Task: Leveraging ChatGPT to summarize a document and draft a corresponding email reply

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Familiarizing with the interface and its feature set
    • Crafting effective prompts for data examination
  • Data Insights and Visualization
    • Instructing Copilot to process extensive datasets
    • Auto-generating charts, pivot tables, and visual aids
  • Forecasting and Report Generation
    • Utilizing Copilot for historical data-based predictions
    • Drafting reports directly from spreadsheet insights
  • Practical Task: Using Copilot to analyze sales figures, create a forecast, and build a visualization

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation frameworks from Word docs or text inputs
    • Enhancing slides: design tips, image suggestions, and content restructuring
    • Practical Task: Employing Copilot to assemble a full project presentation
  • Copilot in Outlook
    • Composing and refining professional emails
    • Inbox management: summarizing long threads and highlighting priority messages
    • Practical Task: Directing Copilot to condense an email chain and draft a succinct response

Enterprise Integration and Advanced Processes

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating routine tasks and business procedures
  • Information Governance and Security
    • Ethical frameworks and privacy concerns in AI usage
    • Best practices for managing confidential data
  • Practical Task: Designing a basic team workflow automation via Copilot in SharePoint
  • Wrap-up and Q&A: Exploring the future of workplace AI and resources for ongoing development

Requirements

  • Familiarity with core Microsoft 365 applications
  • Practical experience in basic productivity or office administrative tasks
  • No previous background with AI tools is necessary

Target Audience

  • Office professionals and efficiency specialists
  • Project managers and coordination staff
  • Teams seeking to integrate AI into their daily operations
 15 Hours

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