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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

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