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Course Outline
Module 1: AI Fundamentals for Productivity (2 hours)
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Introduction to Generative AI
- Overview of the history and evolution of language models
- Understanding Large Language Models (LLMs)
- Capabilities and constraints of tools such as ChatGPT
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Getting Started with ChatGPT
- Setting up accounts and navigating the interface
- Core concepts: temperature, context, and persona definition
- Practical Exercise: Creating a First Draft with ChatGPT
Module 2: Mastering Prompt Engineering (3 hours)
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Components of an Effective Prompt
- Essential elements: task, context, role, format, and tone
- Strategies for iterative "ask and improve" prompts
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Advanced Prompting Techniques
- Chain-of-Thought: guiding the AI through step-by-step reasoning
- Few-Shot Prompting: using examples to refine outcomes
- Iteration and refinement: essential for achieving precise results
- Practical Exercise: Refining a Prompt to Generate a Management Report
Module 3: Automating Writing and Summarization (2 hours)
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Email Drafting and Response Automation
- Generating professional email drafts
- Automating standard and personalized replies
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Document Summarization and Analysis
- Summarizing meeting minutes, articles, and lengthy documents
- Extracting key points and action items from complex texts
- Practical Exercise: Using ChatGPT to Summarize a Document and Draft a Reply
Module 4: Microsoft 365 Copilot in Excel (3 hours)
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Introduction to Copilot in Excel
- Understanding the interface and its functionalities
- Crafting effective prompts for data analysis
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Data Analysis and Visualization
- Directing Copilot to analyze large datasets
- Automatically generating charts, pivot tables, and visualizations
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Forecasting and Reporting
- Using Copilot to create forecasts based on historical data
- Drafting reports from spreadsheet data
- Practical Exercise: Analyzing a Sales Dataset, Generating a Forecast, and Creating a Chart with Copilot
Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)
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Copilot in PowerPoint
- Creating presentation structures from Word documents or text drafts
- Enhancing slides with design suggestions, relevant images, and content reorganization
- Practical Exercise: Building a Complete Project Presentation Using Copilot
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Copilot in Outlook
- Composing and simplifying professional emails
- Managing the inbox: summarizing long threads and prioritizing key messages
- Practical Exercise: Summarizing an Email Chain and Drafting a Concise Reply
Module 6: Integration and Advanced Workflows (2 hours)
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AI Agent Workflows in Enterprise Settings
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
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Information Management and Security
- Ethical considerations and privacy aspects of AI usage
- Best practices for handling sensitive data
- Practical Exercise: Designing a Team Workflow Automation Using Copilot in SharePoint
- Closing and Q&A: Discussing the Future of AI in the Workplace and Resources for Continued Learning
Requirements
- Proficiency in using Microsoft 365 applications
- Experience with fundamental productivity or office management duties
- No prior exposure to AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams incorporating AI into their daily operations
15 Hours
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
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