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Duration 15 hours
Course Outline
Foundations of AI for Productivity
- The Essence of Generative AI
- A concise history and evolution of language models
- Comprehending Large Language Models (LLMs)
- The strengths and constraints 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 an initial draft using ChatGPT
Mastery in Prompt Engineering
- Structuring Effective Prompts
- Essential elements: task, context, role, format, and tone
- Tactics for iterative "ask and refine" prompting
- Advanced Prompting Strategies
- Chain-of-Thought: Guiding the AI to reason logically step-by-step
- Few-Shot Prompting: Utilizing examples to sharpen outcomes
- Iteration and refinement: The path to precise and accurate outputs
- Practical Exercise: Refining prompts to achieve desired results for a management report
Automating Writing and Summarization
- Drafting and Automating Emails
- Generating professional email drafts
- Automating standard and personalized responses
- Summarizing and Analyzing Documents
- Distilling meeting minutes, articles, and lengthy documents
- Identifying key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and craft a responsive email
Microsoft 365 Copilot in Excel
- Overview of Copilot in Excel
- Understanding the interface and its potential
- Crafting effective prompts for data analysis
- Data Analysis and Visualization
- Tasking Copilot with analyzing large datasets
- Automatically generating charts, pivot tables, and visual aids
- Forecasting and Reporting
- Leveraging Copilot for forecasts based on historical trends
- Drafting reports directly from spreadsheet data
- Practical Exercise: Analyzing a sales dataset, generating forecasts, and creating charts with Copilot
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation frameworks from Word documents or text outlines
- Enhancing slides: Design advice, relevant imagery, and content restructuring
- Practical Exercise: Developing a complete project presentation using Copilot
- Copilot in Outlook
- Composing and simplifying professional correspondence
- Managing the inbox: Summarizing long threads and prioritizing key messages
- Practical Exercise: Instructing Copilot to summarize an email chain and draft a concise reply
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating routine tasks and business processes
- Data Management and Security
- Ethical implications and privacy considerations in AI usage
- Best practices for managing sensitive information
- 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
- Proficiency in using core Microsoft 365 applications
- Familiarity with fundamental productivity or office management tasks
- No prior experience with AI tools is necessary
Intended Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams seeking to integrate AI into their daily operational workflows
Testimonials (1)
correct way of prompting and including guardrails in instructions.