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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
Testimonials (1)
correct way of prompting and including guardrails in instructions.