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 Duration 15 hours

Course Outline

Core AI Concepts for Productivity

  • Understanding Generative AI
    • Overview of the history and progression of language models
    • Comprehending Large Language Models (LLMs)
    • Assessing the potential and constraints 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 Task: Creating an initial draft using ChatGPT

Mastering Prompt Engineering

  • Structure of a High-Impact Prompt
    • Core elements: task definition, context, role, format, and tone
    • Approaches for "iterative refinement" prompting
  • Sophisticated Prompting Methods
    • Chain-of-Thought: Directing AI to reason sequentially
    • Few-Shot Prompting: Utilizing examples to calibrate results
    • Refinement cycles: Essential for achieving precise outputs
  • Practical Task: Iteratively refining a prompt to generate a management report to specification

Streamlining Writing and Summarization

  • Automating Email Composition and Responses
    • Creating polished email drafts
    • Automating standard and tailored replies
  • Summarizing and Analyzing Documents
    • Condensing meeting notes, articles, and extensive documents
    • Identifying critical points and action items from complex content
  • Practical Task: Employing ChatGPT to summarize a document and draft a corresponding email response

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Exploring the interface and functional capabilities
    • Crafting effective prompts for data interpretation
  • Data Analysis and Visual Representation
    • Commanding Copilot to process large-scale datasets
    • Automatically generating charts, pivot tables, and visual aids
  • Predictive Analysis and Reporting
    • Utilizing Copilot to create forecasts from historical data
    • Drafting reports derived from spreadsheet insights
  • Practical Task: Leveraging Copilot to examine sales data, produce a forecast, and visualize trends

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation frameworks from Word documents or text outlines
    • Enhancing slides: Design advice, image selection, and content restructuring
    • Practical Task: Utilizing Copilot to assemble a full project presentation
  • Copilot in Outlook
    • Drafting and simplifying professional correspondence
    • Inbox management: Summarizing long threads and highlighting priority messages
    • Practical Task: Instructing Copilot to condense an email thread and formulate a brief reply

Integration and Complex Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and operational processes
  • Information Governance and Security
    • Ethical implications and privacy considerations for AI usage
    • Best practices for managing confidential data
  • Practical Task: Designing a basic team workflow automation using Copilot in SharePoint
  • Conclusion and Q&A: Discussing the future of AI in the workplace and resources for ongoing development

Requirements

  • Proficiency in Microsoft 365 applications
  • Familiarity with fundamental productivity and office management duties
  • No previous experience with AI tools is necessary

Target Audience

  • Corporate professionals and efficiency specialists
  • Project managers and coordination leads
  • Teams looking to embed AI into their daily operational routines

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