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 Duration 15 hours

Course Outline

Foundations of AI in Productivity

  • Understanding Generative AI
    • A concise overview of the history and evolution of language models
    • Gaining insight into Large Language Models (LLMs)
    • Assessing the capabilities and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the user interface
    • Grasping core concepts: temperature, context, and "persona"
  • Practical Task: Creating an initial draft using ChatGPT

Mastering Prompt Engineering

  • Deconstructing Effective Prompts
    • Essential elements: task, context, role, format, and tone
    • Techniques for iterative "ask and refine" prompting
  • Advanced Prompting Strategies
    • Chain-of-Thought: Directing the AI to reason step-by-step
    • Few-Shot Prompting: Providing examples to sharpen outcomes
    • Iteration and refinement: Essential steps for achieving precise results
  • Practical Task: Refining prompts to produce the desired output for a management report

Streamlining Writing and Summarization

  • Automating Email Drafting and Responses
    • Creating professional email drafts
    • Automating standard and personalized replies
  • Summarizing and Analyzing Documents
    • Condensing meeting minutes, articles, and lengthy documents
    • Identifying key points and action items from dense texts
  • Practical Task: Leveraging ChatGPT to summarize a document and draft an email response

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Exploring the interface and its functional capabilities
    • Creating effective prompts for data analysis
  • Data Analysis and Visualization
    • Tasking Copilot with analyzing large datasets
    • Automatically generating charts, pivot tables, and visual representations
  • Forecasting and Reporting
    • Generating forecasts from historical data using Copilot
    • Producing draft reports directly from spreadsheet content
  • Practical Task: Using Copilot to analyze sales data, generate forecasts, and create charts

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation frameworks from Word documents or text outlines
    • Enhancing slides: design enhancements, image selection, and content restructuring
    • Practical Task: Creating a complete project presentation with Copilot
  • Copilot in Outlook
    • Composing and simplifying professional emails
    • Inbox management: Summarizing long threads and prioritizing critical messages
    • Practical Task: Using Copilot to summarize email chains and draft concise replies

Integration and Advanced Workflows

  • AI Agent Workflows in Enterprise Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating recurring tasks and business processes
  • Information Governance and Security
    • Ethical considerations and privacy protocols when using AI
    • Best practices for managing sensitive information
  • Practical Task: 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

  • Familiarity with core Microsoft 365 applications
  • Proficiency in basic productivity and office management operations
  • No prior experience with AI tools is necessary

Target Audience

  • Corporate professionals and productivity specialists
  • Project managers and operational coordinators
  • Teams looking to embed AI into their daily operational routines

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