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Course Outline

Core AI Concepts for Productivity

  • The Nature of Generative AI
    • A concise overview of the history and evolution of language models.
    • Gaining insight into Large Language Models (LLMs).
    • Exploring the strengths and constraints of tools such as ChatGPT.
  • Getting Started with ChatGPT
    • Setting up your account and navigating the user interface.
    • Key parameters: temperature, context, and defining a "persona".
  • Hands-On Activity: Creating your initial draft using ChatGPT.

The Science of Prompt Engineering

  • Anatomy of an Effective Prompt
    • Essential elements: task definition, context, role assignment, output format, and tone.
    • Techniques for iterative "ask and refine" prompting.
  • Advanced Prompting Strategies
    • Chain-of-Thought reasoning: guiding the AI to think step-by-step.
    • Few-Shot Prompting: providing examples to sharpen results.
    • Iterative refinement: the critical step toward precise outcomes.
  • Hands-On Activity: Refining a prompt to generate a high-quality management report.

Automating Writing and Summary Tasks

  • Streamlining Email Composition and Responses
    • Producing professional email drafts.
    • Automating standard and personalized responses.
  • Summarizing Documents and Analyzing Content
    • Condensing meeting minutes, articles, and lengthy documents.
    • Identifying key points and actionable items from complex texts.
  • Hands-On Activity: Utilizing ChatGPT to summarize a document and draft a responsive email.

Microsoft 365 Copilot within Excel

  • Overview of Copilot in Excel
    • Understanding the interface and its functional capabilities.
    • Crafting effective prompts for data interrogation.
  • Data Analysis and Visualization
    • Instructing Copilot to process large datasets.
    • Automatically generating charts, pivot tables, and visual representations.
  • Forecasting and Reporting
    • Generating predictive insights based on historical data trends.
    • Drafting reports directly from spreadsheet data.
  • Hands-On Activity: Using Copilot to analyze sales data, create a forecast, and produce a visual chart.

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot Capabilities in PowerPoint
    • Creating presentation frameworks from Word documents or text notes.
    • Enhancing slides with design recommendations, relevant imagery, and content restructuring.
    • Hands-On Activity: Employing Copilot to build a complete project presentation.
  • Copilot Capabilities in Outlook
    • Drafting and simplifying professional correspondence.
    • Inbox management: summarizing lengthy threads and prioritizing key messages.
    • Hands-On Activity: Requesting a summary of an email chain and generating a concise response.

Integration and Sophisticated Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric.
    • Automating repetitive tasks and broader business processes.
  • Information Governance and Security
    • Ethical guidelines and privacy protocols when utilizing AI tools.
    • Best practices for managing confidential data.
  • Hands-On Activity: Designing a basic team workflow automation using Copilot in SharePoint.
  • Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning.

Requirements

  • Familiarity with core Microsoft 365 applications.
  • Practical experience in general productivity or office administration tasks.
  • No previous background with AI tools is necessary.

Target Audience

  • Corporate professionals and productivity experts.
  • Project managers and operational coordinators.
  • Teams seeking to integrate AI into their daily operational routines.
 15 Hours

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