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