Get in Touch

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

Number of participants


Price per participant

Testimonials (1)

Upcoming Courses

Related Categories