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Course Outline
AI Foundations for Workplace Efficiency
- Overview of Generative AI
- A concise history and the evolution of language models
- Comprehending Large Language Models (LLMs)
- Evaluating the capabilities and constraints of tools such as ChatGPT
- Getting Started with ChatGPT
- Setting up accounts and navigating the interface
- Core concepts: temperature, context, and persona definition
- Practical Session: Creating an initial draft using ChatGPT
The Discipline of Prompt Engineering
- Structure of High-Impact Prompts
- Essential elements: task definition, context, role assignment, formatting, and tone
- Tactics for iterative "ask and refine" prompting
- Advanced Prompting Strategies
- Chain-of-Thought: Directing AI to reason through steps systematically
- Few-Shot Prompting: Utilizing examples to enhance result precision
- Refinement through iteration: The critical step for obtaining accurate outputs
- Practical Session: Iteratively refining a prompt to generate a precise management report
Automating Writing and Summarization
- Email Composition and Reply Automation
- Creating professional email drafts
- Standardizing common responses and personalizing replies
- Document Summarization and Insight Extraction
- Condensing meeting notes, articles, and lengthy documents
- Identifying critical points and actionable items from complex texts
- Practical Session: Employing ChatGPT to summarize documents and draft responsive emails
Microsoft 365 Copilot in Excel
- Introduction to Excel Copilot
- Exploring the interface and understanding its potential
- Crafting effective prompts for data-centric analysis
- Data Analysis and Visualization
- Instructing Copilot to examine extensive datasets
- Automatically generating charts, pivot tables, and visual insights
- Predictive Analysis and Reporting
- Leveraging Copilot to generate forecasts from historical trends
- Drafting reports directly from spreadsheet data
- Practical Session: Using Copilot to analyze sales data, produce a forecast, and build a corresponding chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot within PowerPoint
- Developing presentation frameworks from Word documents or text notes
- Enhancing slides through design suggestions, image integration, and content restructuring
- Practical Session: Utilizing Copilot to construct a full project presentation
- Copilot within Outlook
- Drafting and simplifying professional correspondence
- Inbox management: Summarizing lengthy threads and prioritizing key messages
- Practical Session: Directing Copilot to condense an email chain and create a brief response
Integration and Advanced Workflows
- AI Agent Workflows in Corporate Settings
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating routine tasks and operational processes
- Data Governance and Security
- Ethical implications and privacy considerations for AI usage
- Best practices for managing confidential information
- Practical Session: Designing a basic team workflow automation using Copilot in SharePoint
- Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing development
Requirements
- Proficiency in using Microsoft 365 applications
- Familiarity with fundamental productivity and office management tasks
- No prior expertise in AI tools is necessary
Target Audience
- Office professionals and efficiency specialists
- Project managers and coordinators
- Teams seeking to integrate AI into their daily operations
15 Hours
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation