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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

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