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Duration 15 hours
Course Outline
Foundations of AI for Productivity
- Understanding Generative AI
- Overview of the history and evolution of language models
- Gaining insight into Large Language Models (LLMs)
- Exploring the capabilities and constraints of tools such as ChatGPT
- Getting Started with ChatGPT
- Setting up accounts and navigating the interface
- Core concepts: temperature, context, and persona definition
- Practical Exercise: Generating initial drafts using ChatGPT
The Craft of Prompt Engineering
- Deconstructing Effective Prompts
- Essential elements: task definition, context, role, format, and tone
- Tactics for iterative “ask and improve” prompting
- Advanced Prompting Strategies
- Chain-of-Thought: directing AI reasoning step-by-step
- Few-Shot Prompting: using examples to sharpen results
- Iteration and refinement: ensuring precise and accurate outputs
- Practical Exercise: Iteratively refining prompts to achieve desired outcomes for management reports
Streamlining Writing and Summarization
- Automating Email Drafting and Responses
- Creating professional email drafts automatically
- Automating standard and personalized replies
- Document Summarization and Analysis
- Condensing meeting notes, articles, and extensive documents
- Identifying key takeaways and action items from complex texts
- Practical Exercise: Summarizing a document and composing an email response with ChatGPT
Microsoft 365 Copilot in Excel
- Introducing Copilot in Excel
- Familiarizing with the interface and its features
- Crafting effective prompts for data analysis
- Data Analysis and Visualization
- Commanding Copilot to process large datasets
- Automatically generating charts, pivot tables, and visual insights
- Forecasting and Reporting
- Leveraging Copilot for data-driven forecasts based on historical trends
- Drafting reports directly from spreadsheet data
- Practical Exercise: Analyzing sales data, generating forecasts, and creating visual charts with Copilot
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Creating presentation frameworks from Word documents or text drafts
- Enhancing slides through design suggestions, image selection, and content restructuring
- Practical Exercise: Building a comprehensive project presentation using Copilot
- Copilot in Outlook
- Drafting and simplifying professional emails
- Managing inboxes by summarizing lengthy threads and prioritizing critical messages
- Practical Exercise: Summarizing an email chain and generating a concise reply with Copilot
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and core business processes
- Information Management and Security
- Addressing ethical considerations and privacy when using AI tools
- Adopting best practices for managing sensitive data
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
- Conclusion and Q&A: Discussing the future of AI in the workplace and resources for ongoing learning
Requirements
- Familiarity with Microsoft 365 applications
- Practical experience in basic productivity and office management tasks
- No prior 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 operational workflows
Testimonials (1)
correct way of prompting and including guardrails in instructions.