Get in Touch
 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

Number of participants


Price per participant

Testimonials (1)

Upcoming Courses

Related Categories