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Course Outline
Module 1: AI Fundamentals for Productivity (2 hours)
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Understanding Generative AI
- Overview of the history and evolution of language models
- Grasping the concepts behind Large Language Models (LLMs)
- Recognizing the capabilities and limitations of tools like ChatGPT
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Getting Started with ChatGPT
- Account setup and interface navigation
- Core concepts: temperature settings, context window, and persona adoption
- Practical Exercise: Creating a first draft with ChatGPT
Module 2: Mastering Prompt Engineering (3 hours)
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Anatomy of an Effective Prompt
- Essential components: task, context, role, format, and tone
- Strategies for iterative "ask and refine" prompts
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Advanced Prompting Techniques
- Chain-of-Thought: Guiding the AI through step-by-step reasoning
- Few-Shot Prompting: Providing examples to enhance result accuracy
- Iteration and refinement: The key to achieving precise outputs
- Practical Exercise: Refining a prompt to generate a high-quality management report
Module 3: Automating Writing and Summarization (2 hours)
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Email Drafting and Response Automation
- Generating professional email drafts
- Automating standard and personalized replies
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Document Summarization and Analysis
- Summarizing meeting minutes, articles, and lengthy documents
- Extracting key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and draft an email reply
Module 4: Microsoft 365 Copilot in Excel (3 hours)
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Introduction to Copilot in Excel
- Understanding the interface and its analytical capabilities
- Crafting effective prompts for data analysis
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Data Analysis and Visualization
- Instructing Copilot to analyze large datasets
- Automatically generating charts, pivot tables, and visualizations
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Forecasting and Reporting
- Leveraging Copilot for forecasts based on historical data
- Creating draft reports directly from spreadsheet information
- Practical Exercise: Analyzing a sales dataset, generating a forecast, and creating a chart using Copilot
Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)
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Copilot in PowerPoint
- Building presentation structures from Word documents or text drafts
- Enhancing slides with design suggestions, relevant images, and content restructuring
- Practical Exercise: Using Copilot to create a full project presentation
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Copilot in Outlook
- Composing and simplifying professional emails
- Inbox management: summarizing long threads and prioritizing key messages
- Practical Exercise: Summarizing an email chain and drafting a concise reply using Copilot
Module 6: Integration and Advanced Workflows (2 hours)
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AI Agent Workflows in Enterprise Environments
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
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Information Management and Security
- Ethical considerations and privacy implications of using AI tools
- Best practices for handling sensitive data
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
- Closing and Q&A: Discussing the future of AI in the workplace and identifying resources for continuous learning
Requirements
- Proficiency in using Microsoft 365 applications
- Experience with fundamental productivity or office management duties
- No previous exposure to AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams aiming to incorporate AI into their daily operations
15 Hours
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
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