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Course Outline

AI Fundamentals for Productivity

  • Understanding Generative AI
    • A concise history of language model evolution
    • Comprehending Large Language Models (LLMs)
    • Capabilities and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Account configuration and interface navigation
    • Essential concepts: temperature, context, and “persona”
  • Practical Exercise: Creating your first draft using ChatGPT

The Art of Prompt Engineering

  • Structure of an Effective Prompt
    • Core elements: task, context, role, format, and tone
    • Techniques for iterative “ask and improve” prompting
  • Advanced Prompting Strategies
    • Chain-of-Thought: Guiding the AI to reason step by step
    • Few-Shot Prompting: Providing examples to refine outcomes
    • Iteration and refinement: Essential for obtaining precise results
  • Practical Exercise: Refining a prompt to achieve the desired output for a management report

Automating Writing and Summarization

  • Email Drafting and Response Automation
    • Creating professional email drafts
    • Automating standard and personalized responses
  • Document Summarization and Analysis
    • Condensing meeting minutes, articles, and lengthy documents
    • Identifying key points and action items within complex texts
  • Practical Exercise: Using ChatGPT to summarize a document and generate an email response

Microsoft 365 Copilot in Excel

  • Introduction to Excel Copilot
    • Exploring the interface and its features
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Instructing Copilot to examine large datasets
    • Automatically generating charts, pivot tables, and visualizations
  • Forecasting and Reporting
    • Generating forecasts using historical data via Copilot
    • Creating draft reports from spreadsheet data
  • Practical Exercise: Analyzing a sales dataset, generating a forecast, and creating a chart with Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Generating presentation outlines from Word documents or text drafts
    • Enhancing slides: Design suggestions, relevant imagery, and content restructuring
    • Practical Exercise: Using Copilot to build a complete project presentation
  • Copilot in Outlook
    • Drafting and simplifying professional emails
    • Inbox management: Summarizing long threads and prioritizing critical messages
    • Practical Exercise: Asking Copilot to summarize an email chain and draft a concise reply

Integration and Advanced Workflows

  • AI Agent Workflows in Enterprise Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating recurring tasks and business processes
  • Information Management and Security
    • Ethical considerations and privacy when utilizing AI tools
    • Best practices for managing sensitive data
  • Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
  • Closing and Q&A: Discussing the future of AI in the workplace and resources for ongoing learning

Requirements

  • Proficiency in Microsoft 365 applications
  • Familiarity with basic productivity or office management tasks
  • No previous experience with AI tools is necessary

Target Audience

  • Office professionals and productivity specialists
  • Project managers and coordinators
  • Teams looking to integrate AI into their daily operations
 15 Hours

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