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Course Outline

AI Fundamentals for Productivity

  • Understanding Generative AI
    • Overview of the evolution and history of language models
    • Gaining insight into Large Language Models (LLMs)
    • Evaluating the strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Core concepts: temperature, context, and role definition
  • Hands-On Activity: Creating your first draft using ChatGPT

The Science of Prompt Engineering

  • Deconstructing Effective Prompts
    • Essential elements: task definition, context, role, format, and tone
    • Tactics for iterative "ask and refine" prompting
  • Advanced Prompting Strategies
    • Chain-of-Thought reasoning: guiding the AI through logical steps
    • Few-Shot Prompting: leveraging examples to sharpen results
    • Refinement cycles: the pathway to precise and accurate outputs
  • Hands-On Activity: Iterating a prompt to generate a specific management report

Streamlining Writing and Summarization

  • Automating Email Composition
    • Drafting professional correspondence automatically
    • Generating standard and personalized responses
  • Summarizing and Analyzing Documents
    • Condensing meeting notes, articles, and lengthy documents
    • Identifying critical points and action items within complex texts
  • Hands-On Activity: Using ChatGPT to summarize a document and craft a reply

Microsoft 365 Copilot in Excel

  • Copilot Basics in Excel
    • Exploring the interface and understanding its functionalities
    • Crafting prompts for effective data analysis
  • Analyzing and Visualizing Data
    • Directing Copilot to process extensive datasets
    • Automatically generating charts, pivot tables, and visual insights
  • Forecasting and Reporting
    • Leveraging historical data with Copilot to create forecasts
    • Drafting reports based on spreadsheet insights
  • Hands-On Activity: Analyzing a sales dataset, creating a forecast, and building a chart with Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation frameworks from Word documents or text outlines
    • Enhancing slides through design tips, image suggestions, and content restructuring
    • Hands-On Activity: Developing a full project presentation using Copilot
  • Copilot in Outlook
    • Writing and refining professional emails
    • Inbox management: summarizing long threads and highlighting priority messages
    • Hands-On Activity: Requesting a summary of an email thread and generating a concise response

Integration and Complex Workflows

  • Enterprise AI Agent Workflows
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating recurring operational tasks and business processes
  • Information Governance and Security
    • Addressing ethical and privacy issues in AI usage
    • Best practices for managing sensitive information
  • Hands-On Activity: Designing a simple team automation workflow using Copilot in SharePoint
  • Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning

Requirements

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

Target Audience

  • Office professionals and productivity-focused specialists
  • Project managers and coordinators
  • Teams seeking to embed AI into their daily operations
 15 Hours

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