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Duration 15 hours
Course Outline
Foundations of AI for Productivity
- Understanding Generative AI
- A concise overview of the evolution of language models.
- Gaining insight into Large Language Models (LLMs).
- Evaluating the strengths and constraints of tools like ChatGPT.
- Getting Started with ChatGPT
- Setting up your account and navigating the interface.
- Key parameters: temperature, context, and defining "persona".
- Hands-On Task: Creating your first draft using ChatGPT.
The Science and Art of Prompt Engineering
- Deconstructing Effective Prompts
- Essential elements: task definition, context, role, format, and tone.
- Techniques for iterative "ask and improve" prompting.
- Advanced Prompting Strategies
- Chain-of-Thought: Guiding the AI to reason logically step-by-step.
- Few-Shot Prompting: Using examples to fine-tune results.
- Refinement: The process of iterating to achieve precise outputs.
- Hands-On Task: Refining prompts to generate a high-quality management report.
Streamlining Writing and Summarization
- Automating Email Communication
- Crafting professional email drafts effortlessly.
- Standardizing and personalizing common responses.
- Efficient Document Analysis
- Condensing meeting minutes, articles, and lengthy documents.
- Identifying key insights and action items from complex texts.
- Hands-On Task: Using ChatGPT to summarize a document and draft a follow-up email.
Microsoft 365 Copilot in Excel
- Introducing Copilot in Excel
- Exploring the interface and understanding its full capabilities.
- Crafting effective prompts for data analysis tasks.
- Data Analysis and Visual Representation
- Commanding Copilot to dissect large datasets.
- Automatically generating charts, pivot tables, and visual aids.
- Forecasting and Reporting
- Leveraging Copilot for data-driven forecasts.
- Generating draft reports directly from spreadsheet data.
- Hands-On Task: Analyzing a sales dataset, generating a forecast, and creating visual charts using Copilot.
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation frameworks from Word documents or text notes.
- Enhancing slides with design suggestions, relevant imagery, and content restructuring.
- Hands-On Task: Creating a complete project presentation using Copilot.
- Copilot in Outlook
- Composing and refining professional emails.
- Inbox management: Summarizing long threads and prioritizing key messages.
- Hands-On Task: Having Copilot summarize an email chain and draft a concise response.
Integration and Advanced Enterprise Workflows
- AI Agent Workflows in Business Settings
- Connecting Copilot with SharePoint and Microsoft Fabric.
- Automating repetitive tasks and core business processes.
- Data Governance and Security
- Ethical considerations and privacy protocols for AI usage.
- Best practices for managing sensitive information.
- Hands-On Task: Designing a basic team workflow automation using Copilot in SharePoint.
- Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning.
Requirements
- Proficiency in Microsoft 365 applications.
- Familiarity with standard productivity and office management tasks.
- No prior background in AI tools is necessary.
Target Audience
- Office professionals and productivity specialists.
- Project managers and team coordinators.
- Organizations and teams looking to integrate AI into their daily operations.
Testimonials (1)
correct way of prompting and including guardrails in instructions.
