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