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Course Outline
AI Fundamentals for Productivity
- Understanding Generative AI
- A concise overview of the history and evolution of language models
- Comprehending Large Language Models (LLMs)
- The strengths and constraints of tools such as ChatGPT
- Getting Started with ChatGPT
- Account configuration and interface navigation
- Core concepts: temperature, context, and defining a "persona"
- Practical Exercise: Creating an initial draft using ChatGPT
Mastering Prompt Engineering
- Structure of Effective Prompts
- Essential elements: task definition, context, role assignment, format, and tone
- Tactics for "ask and refine" prompting strategies
- Advanced Prompting Strategies
- Chain-of-Thought: Directing the AI to reason sequentially
- Few-Shot Prompting: Providing examples to sharpen results
- Iterative refinement: The critical step for achieving precise outputs
- Practical Exercise: Refining a prompt iteratively to produce the desired management report
Streamlining Writing and Summarization
- Automating Email Drafts and Replies
- Creating professional email drafts from scratch
- Automating standard and personalized responses
- Summarizing and Analyzing Documents
- Condensing meeting minutes, articles, and lengthy documents
- Identifying key takeaways and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and draft a reply email
Microsoft 365 Copilot in Excel
- Overview of Copilot in Excel
- Navigating the interface and understanding its capabilities
- Crafting effective prompts for data analysis
- Data Analysis and Visualization
- Engaging Copilot to process large datasets
- Automatically generating charts, pivot tables, and visual aids
- Forecasting and Report Generation
- Generating forecasts based on historical data using Copilot
- Drafting reports directly from spreadsheet information
- Practical Exercise: Leveraging Copilot to analyze sales data, create a forecast, and produce a chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation outlines from Word documents or text drafts
- Enhancing slides with design suggestions, relevant imagery, and content restructuring
- Practical Exercise: Using Copilot to develop a complete project presentation
- Copilot in Outlook
- Writing and simplifying professional emails
- Optimizing inbox management: summarizing long threads and prioritizing key messages
- Practical Exercise: Asking Copilot to summarize an email chain and draft a concise reply
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and 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 basic team workflow automation using Copilot within SharePoint
- Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning
Requirements
- Proficiency in using Microsoft 365 applications
- Experience with fundamental productivity or office management tasks
- No previous experience with AI tools is necessary
Target Audience
- Office professionals and productivity-focused specialists
- Project managers and coordinators
- Teams looking to incorporate AI into their daily operations
15 Hours
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation