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Course Outline
Foundations of AI for Productivity
- Understanding Generative AI
- Overview of the history and evolution of language models
- Comprehending Large Language Models (LLMs)
- Examining the capabilities and limitations of tools such as ChatGPT
- Getting Started with ChatGPT
- Setting up accounts and navigating the interface
- Key concepts: temperature, context, and defining a 'persona'
- Hands-On Activity: Creating an initial draft using ChatGPT
Mastering Prompt Engineering
- Structure of High-Impact Prompts
- Essential elements: task definition, context, role, format, and tone
- Strategies for using 'ask and refine' prompts
- Advanced Prompting Strategies
- Chain-of-Thought: guiding the AI to reason through steps
- Few-Shot Prompting: providing examples to refine outputs
- Iteration and refinement: essential for achieving precise results
- Hands-On Activity: Iterating on prompts to achieve desired outcomes for a management report
Automating Writing and Summarization
- Streamlining Email Drafting and Responses
- Generating professional email drafts
- Automating standard and personalized replies
- Document Summarization and Insight Extraction
- Condensing meeting minutes, articles, and lengthy documents
- Extracting key points and action items from complex texts
- Hands-On Activity: Using ChatGPT to summarize a document and craft an email response
Microsoft 365 Copilot in Excel
- Introduction to Excel Copilot
- Exploring the interface and its core capabilities
- Crafting effective prompts for data analysis
- Data Analysis and Visualization
- Directing Copilot to analyze extensive datasets
- Automatically generating charts, pivot tables, and visualizations
- Forecasting and Reporting
- Utilizing Copilot to generate forecasts from historical data
- Creating draft reports based on spreadsheet information
- Hands-On Activity: Leveraging Copilot to analyze sales data, create a forecast, and build a chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation frameworks from Word documents or text notes
- Enhancing slides: design tips, relevant imagery, and content restructuring
- Hands-On Activity: 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
- Hands-On Activity: Requesting Copilot to summarize an email chain and draft a concise reply
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Settings
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
- Information Management and Security
- Ethical considerations and privacy in AI tool usage
- Best practices for managing sensitive 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
- Proficiency in Microsoft 365 applications
- Experience with foundational productivity or office management tasks
- No prior experience with AI tools is necessary
Target Audience
- Office professionals and productivity experts
- Project managers and coordinators
- Teams looking to incorporate AI into their daily operations
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
