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Duration 15 hours
Course Outline
Foundations of AI for Productivity
- Understanding Generative AI
- A concise history of language model evolution
- Gaining insight into Large Language Models (LLMs)
- Evaluating the strengths and constraints of tools such as ChatGPT
- Getting Started with ChatGPT
- Setting up accounts and navigating the interface
- Core concepts: temperature, context, and 'persona'
- Hands-On Activity: Creating an initial draft using ChatGPT
Mastering Prompt Engineering
- Structure of High-Impact Prompts
- Essential elements: task definition, context, role, format, and tone
- Tactics for iterative 'ask and improve' prompting
- Sophisticated Prompting Methods
- Chain-of-Thought reasoning: guiding AI through logical steps
- Few-Shot Prompting: utilizing examples to sharpen output quality
- Iterative refinement: the critical step for achieving precise results
- Hands-On Activity: Refining a prompt to produce a specific management report
Streamlining Writing and Summarization
- Automating Email Creation and Responses
- Drafting professional email communications
- Generating standard and personalized replies automatically
- Summarizing and Analyzing Documents
- Condensing meeting notes, articles, and lengthy texts
- Identifying critical points and actionable items from complex materials
- Hands-On Activity: Summarizing a document and crafting a responsive email via ChatGPT
Microsoft 365 Copilot in Excel
- Introduction to Excel Copilot
- Exploring the interface and functional capabilities
- Crafting effective prompts for data analysis
- Data Analysis and Visualization
- Instructing Copilot to process large data sets
- Automatically generating charts, pivot tables, and visual representations
- Forecasting and Reporting
- Creating projections based on historical trends
- Drafting reports directly from spreadsheet data
- Hands-On Activity: Analyzing sales data, generating forecasts, and creating visualizations with Copilot
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot within PowerPoint
- Building presentation frameworks from Word documents or text drafts
- Enhancing slides with design tips, relevant imagery, and content restructuring
- Hands-On Activity: Developing a full project presentation using Copilot
- Copilot within Outlook
- Composing and simplifying professional correspondence
- Organizing the inbox: summarizing long threads and prioritizing key messages
- Hands-On Activity: Summarizing an email chain and generating a concise response
Integration and Advanced Workflow Design
- AI Agent Workflows for Enterprises
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating repetitive tasks and business processes
- Information Governance and Security
- Navigating ethical and privacy considerations in AI usage
- Best practices for managing sensitive information
- Hands-On Activity: Designing a basic team workflow automation in SharePoint using Copilot
- Wrap-up and Q&A: Exploring the future of workplace AI and resources for ongoing development
Requirements
- Familiarity with Microsoft 365 applications
- Background in fundamental productivity or office management duties
- No previous experience with AI tools is necessary
Target Audience
- Office professionals and specialists in productivity
- Project managers and coordinators
- Teams looking to embed AI into their daily operational routines
Testimonials (1)
correct way of prompting and including guardrails in instructions.