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Duration 7 hours
Course Outline
- Day 1: Setting up the own agent
- What a personal agent does
- From chat to assistant to agent
- Tools compared: Claude, ChatGPT, Copilot and Gemini
- What is approved in the own company
- Exercise: Go through the own week and mark five tasks for the agent.
- Personal context as a second brain
- Storing profile, role, priorities and writing style
- Maintaining instructions and memory in a targeted way
- Notes, projects and important documents as a knowledge base
- Exercise: Write a personal profile with instructions and test it on two tasks.
- Email and calendar
- Pre-sorting the mailbox and finding important emails
- Reply drafts in the own tone, sending only after approval
- Finding appointments, recognizing conflicts and planning preparation time
- Exercise: Have one day's emails pre-sorted and review three reply drafts.
- Research and appointment preparation
- Briefing before an appointment from emails, documents and the web
- Conversation notes and tasks after the appointment
- Checking sources
- Exercise: Have a briefing created for a real appointment next week.
- Routines
- Morning overview with appointments, deadlines and open points
- Weekly review and planning
- Reminders for deadlines and follow-ups
- Exercise: Set up a morning overview as a scheduled task and evaluate the first run.
- Safe and controlled
- No automatic sending and no commitments without review
- Keeping access small, excluding sensitive data
- Hidden instructions in incoming emails
- Exercise: Define three rules for the own agent and add them to the instructions.
- Outcome: Each participant has a set-up personal agent with a profile, a connected mailbox and calendar, and two running routines.
- What a personal agent does
Requirements
- Microsoft 365 or Google Workspace, an AI account with connectors (Claude, ChatGPT, Copilot or Gemini), laptop.
- No programming skills required.
Audience
- Professionals, assistants, project managers and self-employed people who want to set up a personal AI agent for their own work.
Testimonials (2)
the tips and recommended prompts that we can take away from this training
Lee Mei Lin - ST Engineering IHQ Pte Ltd
Course - InVideo AI: Creating Engaging Short-Form Videos
The content, the exchanges, and working on topics that were relevant to our daily lives
Sally - TEVA Sante
Course - Advanced AI Concepts with Perplexity
Machine Translated
