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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

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