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