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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

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