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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

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