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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

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