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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.
Testimonials (1)
correct way of prompting and including guardrails in instructions.