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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
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation