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Duration 15 hours
Course Outline
AI Foundations for Productivity
- Understanding Generative AI
- Overview of the history and evolution of language models.
- Key concepts surrounding Large Language Models (LLMs).
- Exploring the capabilities and limitations of tools such as ChatGPT.
- Getting Started with ChatGPT
- Setting up your account and navigating the interface.
- Understanding core concepts: temperature, context, and persona definition.
- Practical Exercise: Creating your first draft using ChatGPT.
Prompt Engineering Mastery
- Structure of an Effective Prompt
- Essential elements: task definition, context, role, format, and tone.
- Techniques for iterative 'ask and improve' prompting.
- Advanced Prompting Strategies
- Chain-of-Thought reasoning: Guiding the AI to think step-by-step.
- Few-Shot Prompting: Using examples to sharpen output accuracy.
- Iteration and refinement: The critical path to precise results.
- Practical Exercise: Refining a prompt to achieve desired outputs for a management report.
Automation for Writing and Summarization
- Email Drafting and Response Automation
- Generating polished, professional email drafts.
- Automating standard and personalized responses.
- Document Summarization and Insight Extraction
- Condensing meeting minutes, articles, and lengthy documents.
- Identifying key points and actionable items from complex text.
- Practical Exercise: Using ChatGPT to summarize a document and draft a corresponding email reply.
Microsoft 365 Copilot in Excel
- Overview of Copilot in Excel
- Familiarizing with the interface and available features.
- Crafting effective prompts for data analysis tasks.
- Data Analysis and Visualization
- Utilizing Copilot to process large datasets.
- Automatically generating charts, pivot tables, and visual insights.
- Forecasting and Reporting
- Creating forecasts based on historical data trends.
- Generating draft reports from spreadsheet data.
- Practical Exercise: Analyzing a sales dataset, generating a forecast, and creating visual charts with Copilot.
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation structures from Word documents or text outlines.
- Enhancing slides with design suggestions, relevant imagery, and content reorganization.
- Practical Exercise: Building a complete project presentation using Copilot.
- Copilot in Outlook
- Composing and simplifying professional email correspondence.
- Inbox management: Summarizing long threads and prioritizing critical messages.
- Practical Exercise: Requesting a summary of an email chain and generating a concise response.
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric.
- Automating recurring tasks and broader business processes.
- Information Governance and Security
- Navigating ethical considerations and privacy implications of AI usage.
- Best practices for managing sensitive data securely.
- 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 with core Microsoft 365 applications.
- Familiarity with fundamental productivity and 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 embed AI capabilities into their daily operations.
Testimonials (1)
correct way of prompting and including guardrails in instructions.
