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Course Outline

Fundamentals of AI for Productivity

  • Understanding Generative AI
    • A concise overview of the history and evolution of language models
    • Comprehending Large Language Models (LLMs)
    • The capabilities and inherent limitations of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Core concepts: temperature, context, and defining a "persona"
  • Practical Exercise: Creating a first draft using ChatGPT

The Art of Prompt Engineering

  • Deconstructing Effective Prompts
    • Essential elements: task definition, context, role assignment, format, and tone
    • Techniques for iterative "ask and improve" prompting
  • Advanced Prompting Strategies
    • Chain-of-Thought: Guiding AI to reason through steps methodically
    • Few-Shot Prompting: Using examples to refine and clarify results
    • Iteration and refinement: Critical steps for achieving precise outputs
  • Practical Exercise: Refining a prompt to generate a desired management report

Automating Writing and Summarization Tasks

  • Email Drafting and Response Automation
    • Creating professional email drafts efficiently
    • Automating standard and personalized responses
  • Document Summarization and Analysis
    • Condensing meeting minutes, articles, and lengthy documents
    • Extracting key insights and action items from complex texts
  • Practical Exercise: Using ChatGPT to summarize a document and compose a corresponding email reply

Microsoft 365 Copilot in Excel

  • Introduction to Copilot in Excel
    • Exploring the interface and understanding its features
    • Crafting effective prompts for data analysis tasks
  • Data Analysis and Visualization
    • Instructing Copilot to process large datasets
    • Automatically generating charts, pivot tables, and visual representations
  • Forecasting and Reporting
    • Leveraging Copilot to generate forecasts based on historical data
    • Producing draft reports directly from spreadsheet information
  • Practical Exercise: Analyzing a sales dataset with Copilot, generating a forecast, and creating a visual chart

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation structures from Word documents or text drafts
    • Enhancing slides with design suggestions, relevant imagery, and content reorganization
    • Practical Exercise: Using Copilot to develop a complete project presentation
  • Copilot in Outlook
    • Composing and simplifying professional email correspondence
    • Managing the inbox: summarizing lengthy threads and prioritizing critical messages
    • Practical Exercise: Requesting a summary of an email chain and generating a concise response

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
    • Ethical implications and privacy considerations when utilizing AI tools
    • Best practices for managing sensitive data securely
  • Practical Exercise: Designing a basic 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
  • Experience with fundamental productivity and office management tasks
  • No prior experience with AI tools is necessary

Target Audience

  • Office professionals and productivity experts
  • Project managers and coordinators
  • Teams seeking to incorporate AI into their daily operations
 15 Hours

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