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Course Outline
Module 1: Fundamentals of AI for Productivity (2 hours)
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Introduction to Generative AI
- A brief history and evolution of language models.
- Understanding Large Language Models (LLMs).
- Capabilities and limitations of tools like ChatGPT.
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Introduction to ChatGPT
- Setting up an account and navigating the interface.
- Key concepts: temperature, context, and persona.
- Practical Exercise: Creating the first draft with ChatGPT.
Module 2: The Art of Prompt Engineering (3 hours)
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Anatomy of an Effective Prompt
- Essential components: task, context, role, format, and tone.
- Strategies for "ask and improve" prompts.
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Advanced Prompting Techniques
- Chain-of-Thought: guiding the AI to reason step by step.
- Few-Shot Prompting: providing examples to refine results.
- Iteration and refinement: the key to obtaining precise outputs.
- Practical Exercise: Iterating a prompt until achieving the desired result for a management report.
Module 3: Automating Writing and Summarization Tasks (2 hours)
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Email Drafting and Response Automation
- Generating professional email drafts.
- Automating common and personalized replies.
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Document Summarization and Analysis
- Summarizing meeting minutes, articles, and long documents.
- Extracting key points and action items from complex texts.
- Practical Exercise: Using ChatGPT to summarize a document and generate an email reply.
Module 4: Microsoft 365 Copilot in Excel (3 hours)
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Introduction to Copilot in Excel
- Understanding the interface and its capabilities.
- Formulating effective prompts for data analysis.
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Data Analysis and Visualization
- Asking Copilot to analyze large datasets.
- Automatically generating charts, pivot tables, and visualizations.
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Forecasting and Reporting
- Using Copilot to produce forecasts based on historical data.
- Generating draft reports from spreadsheet information.
- Practical Exercise: Using Copilot to analyze a sales dataset, generate a forecast, and create a chart.
Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)
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Copilot in PowerPoint
- Generating presentation skeletons from a Word document or text draft.
- Enhancing slides with design suggestions, relevant images, and content reorganization.
- Practical Exercise: Using Copilot to create a complete presentation about a project.
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Copilot in Outlook
- Composing and simplifying professional emails.
- Managing the inbox by summarizing long threads and prioritizing important messages.
- Practical Exercise: Asking Copilot to summarize an email chain and produce a concise reply.
Module 6: Integration and Advanced Workflows (2 hours)
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AI Agent Workflows in Enterprise Environments
- Integrating Copilot with SharePoint and Microsoft Fabric.
- Automating recurring tasks and business processes.
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Information Management and Security
- Ethical considerations and privacy when using AI tools.
- Best practices for handling sensitive data.
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint.
- Closing and Q&A: Discussion about the future of AI at work, and resources for continuous learning.
Requirements
- A functional understanding of Microsoft 365 applications.
- Experience with fundamental productivity or office management tasks.
- No prior exposure to AI tools is required.
Target Audience
- Office professionals and productivity specialists.
- Project managers and coordinators.
- Teams looking to integrate AI into their daily operations.
15 Hours
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
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