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Duration 15 hours
Course Outline
Fundamentals of AI for Productivity
- Understanding Generative AI
- Overview of the history and evolution of language models
- Comprehending Large Language Models (LLMs)
- Exploring the capabilities and constraints of tools such as ChatGPT
- Introduction to ChatGPT
- Setting up accounts and navigating the interface
- Core concepts: temperature, context, and "persona" settings
- Practical Exercise: Creating a first draft using ChatGPT
The Art of Prompt Engineering
- Structure of an Effective Prompt
- Essential components: task definition, context, role, format, and tone
- Techniques for iterative "ask and improve" prompting
- Advanced Prompting Strategies
- Chain-of-Thought: Guiding AI to reason step-by-step
- Few-Shot Prompting: Using examples to refine outcomes
- Iteration and refinement: The key to achieving precise results
- Practical Exercise: Iterating prompts to generate a desired management report
Automating Writing and Summarization Tasks
- Email Drafting and Response Automation
- Creating professional email drafts
- Automating standard and personalized replies
- Document Summarization and Analysis
- Condensing meeting minutes, articles, and lengthy documents
- Identifying key points and action items from complex text
- Practical Exercise: Using ChatGPT to summarize a document and draft a reply
Microsoft 365 Copilot in Excel
- Introduction to Copilot in Excel
- Exploring the interface and its functional capabilities
- Crafting effective prompts for data analysis
- Data Analysis and Visualization
- Requesting analysis of large datasets via Copilot
- Automatically generating charts, pivot tables, and visual representations
- Forecasting and Reporting
- Generating forecasts based on historical data using Copilot
- Drafting reports from spreadsheet information
- Practical Exercise: Analyzing a sales dataset, generating a forecast, and creating a chart with Copilot
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation frameworks from Word documents or text drafts
- Enhancing slides: design suggestions, image integration, and content restructuring
- Practical Exercise: Using Copilot to build a complete project presentation
- Copilot in Outlook
- Composing and simplifying professional emails
- Inbox management: Summarizing long threads and prioritizing key messages
- Practical Exercise: Asking Copilot to summarize an email chain and draft a concise response
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Environments
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and core business processes
- Information Management and Security
- Ethical considerations and privacy protocols for AI tool usage
- Best practices for managing sensitive data
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
- Closing and Q&A: Discussion on the future of AI in the workplace and resources for ongoing learning
Requirements
- Proficiency in Microsoft 365 applications
- Experience with fundamental productivity or office management tasks
- No prior experience with AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams incorporating AI into their daily operational workflows
Testimonials (1)
correct way of prompting and including guardrails in instructions.