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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
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation