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 Duration 15 hours

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 strengths and constraints of tools like ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Core concepts: temperature, context, and defining a "persona"
  • Practical Activity: Creating your first draft using ChatGPT

Mastery in Prompt Engineering

  • Deconstructing Effective Prompts
    • Essential elements: task, context, role, format, and tone
    • Techniques for iterative "ask and refine" prompting
  • Sophisticated Prompting Strategies
    • Chain-of-Thought: Directing AI to reason sequentially
    • Few-Shot Prompting: Using examples to refine outcomes
    • Iteration and refinement: The pathway to precise outputs
  • Practical Activity: Iterating a prompt to produce the desired management report

Streamlining Writing and Summarization

  • Automating 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
    • Identifying key points and action items from complex texts
  • Practical Activity: Using ChatGPT to summarize a document and draft a corresponding email reply

Microsoft 365 Copilot in Excel

  • Introducing Copilot in Excel
    • Exploring the interface and its functional capabilities
    • Creating effective prompts for data analysis
  • Data Analysis and Visualization
    • Directing Copilot to analyze extensive datasets
    • Automatically generating charts, pivot tables, and visual assets
  • Forecasting and Report Generation
    • Utilizing Copilot for forecasting based on historical trends
    • Drafting reports directly from spreadsheet data
  • Practical Activity: Analyzing a sales dataset, generating a forecast, and creating a chart using Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Creating presentation frameworks from Word documents or text drafts
    • Enhancing slides with design suggestions, relevant imagery, and content reorganization
    • Practical Activity: Building a comprehensive project presentation using Copilot
  • Copilot in Outlook
    • Drafting and simplifying professional emails
    • Inbox management: Summarizing long threads and prioritizing key messages
    • Practical Activity: Using Copilot to summarize an email chain and draft a concise response

Integration and Advanced Workflows

  • AI Agent Workflows in Enterprise Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating recurring tasks and core business processes
  • Data Management and Security
    • Ethical considerations and privacy protocols when using AI tools
    • Best practices for securing sensitive data
  • Practical Activity: Designing a basic team workflow automation using Copilot in SharePoint
  • Wrap-up and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning

Requirements

  • Proficiency with 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 looking to integrate AI into daily operations

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