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Duration 15 hours
Course Outline
AI Fundamentals for Productivity
- Introduction to Generative AI
- A concise overview of the history and evolution of language models
- Gaining an understanding of Large Language Models (LLMs)
- Exploring the capabilities and inherent limitations of tools such as ChatGPT
- Getting Started with ChatGPT
- Setting up your account and navigating the interface
- Core concepts: temperature settings, context management, and defining "personas"
- Practical Exercise: Creating your first draft using ChatGPT
The Art of Prompt Engineering
- Deconstructing Effective Prompts
- Essential elements: defining the task, context, role, desired format, and tone
- Tactics for "ask and improve" interaction patterns
- Advanced Prompting Strategies
- Chain-of-Thought prompting: guiding the AI through logical step-by-step reasoning
- Few-Shot Prompting: utilizing examples to refine and calibrate outputs
- The importance of iteration and refinement for precise results
- Practical Exercise: Iterating on prompts to achieve the desired outcome for a management report
Automating Writing and Summarization
- Streamlining Email Drafting and Responses
- Generating polished, professional email drafts
- Automating standard and personalized reply sequences
- Summarizing and Analyzing Documents
- Condensing meeting minutes, articles, and lengthy documents
- Extracting critical insights and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and craft an appropriate email response
Microsoft 365 Copilot in Excel
- Introducing Copilot within Excel
- Familiarizing yourself with the interface and its functional capabilities
- Crafting effective prompts specifically for data analysis
- Data Analysis and Visualization
- Instructing Copilot to process and analyze extensive datasets
- Automatically generating charts, pivot tables, and visual representations
- Forecasting and Reporting
- Leveraging Copilot to generate forecasts from historical data points
- Creating draft reports directly from spreadsheet data
- Practical Exercise: Analyzing a sales dataset with Copilot to generate forecasts and visual charts
Microsoft 365 Copilot in PowerPoint and Outlook
- Enhancing PowerPoint with Copilot
- Building presentation frameworks from Word documents or text outlines
- Refining slides with design suggestions, relevant imagery, and content restructuring
- Practical Exercise: Developing a complete project presentation using Copilot
- Optimizing Outlook with Copilot
- Drafting and simplifying professional correspondence
- Inbox management: summarizing lengthy threads and prioritizing key 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 complex business processes
- Information Management and Security
- Navigating ethical considerations and privacy implications of AI tools
- Best practices for safeguarding sensitive data
- Practical Exercise: Designing a basic team workflow automation within SharePoint using Copilot
- Wrap-up and Q&A: Discussing the future of AI in the workplace and identifying resources for continuous learning
Requirements
- Familiarity with core Microsoft 365 applications
- Experience with standard productivity and office management tasks
- No prior knowledge of AI tools is necessary
Target Audience
- Office professionals and productivity-focused specialists
- Project managers and operational coordinators
- Teams looking to integrate AI capabilities into their daily operations
Testimonials (1)
correct way of prompting and including guardrails in instructions.