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Course Outline
AI Fundamentals for Productivity
- Understanding Generative AI
- A brief overview of the history and evolution of language models
- Concepts behind Large Language Models (LLMs)
- The capabilities and boundaries of tools such as ChatGPT
- Getting Started with ChatGPT
- Account configuration and navigating the interface
- Core concepts: temperature, context, and defining a "persona"
- Practical Exercise: Creating your first draft using ChatGPT
Mastering Prompt Engineering
- Structure of Effective Prompts
- Essential components: task, context, role, format, and tone
- Strategies for using "ask and refine" prompting methods
- Advanced Prompting Strategies
- Chain-of-Thought: Guiding AI to reason through steps
- Few-Shot Prompting: Providing examples to refine outcomes
- Iteration and refinement: The key to securing precise results
- Practical Exercise: Iterating prompts to achieve desired results for a management report
Automating Writing and Summarization
- Drafting and Automating Email Responses
- Creating professional email drafts
- Automating common and personalized replies
- Summarizing and Analyzing Documents
- Condensing meeting minutes, articles, and lengthy documents
- Extracting key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and generate a corresponding email reply
Microsoft 365 Copilot in Excel
- Intro to Copilot in Excel
- Familiarizing yourself with the interface and features
- Crafting effective prompts for data analysis
- Data Analysis and Visualization
- Instructing Copilot to analyze large datasets
- Automatically generating charts, pivot tables, and visualizations
- Forecasting and Reporting
- Utilizing Copilot to create forecasts from historical data
- Generating draft reports from spreadsheet insights
- Practical Exercise: Using Copilot to analyze sales data, generate a forecast, and create a chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation frameworks from Word documents or text outlines
- Enhancing slides with design suggestions, relevant imagery, and content restructuring
- Practical Exercise: Using Copilot to build a complete project presentation
- Copilot in Outlook
- Composing and simplifying professional emails
- Inbox management: Summarizing long threads and prioritizing key messages
- Practical Exercise: Asking 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 business processes
- Information Management and Security
- Ethical implications and privacy considerations when using AI
- Best practices for managing sensitive data
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
- Wrap-up and Q&A: Discussing the future of AI in the workplace and resources for ongoing learning
Requirements
- Working knowledge of 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 seeking to integrate 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