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Course Outline

AI Fundamentals for Productivity

  • Understanding Generative AI
    • A brief overview of the history and evolution of language models
    • Gaining insight into Large Language Models (LLMs)
    • Exploring the capabilities and limitations of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the user interface
    • Key concepts: temperature settings, context, and defining a "persona"
  • Hands-on Activity: Creating a first draft using ChatGPT

Prompt Engineering Best Practices

  • Structure of a High-Impact Prompt
    • Essential elements: task definition, context, role, format, and tone
    • Strategies for using "ask and improve" prompting styles
  • Sophisticated Prompting Strategies
    • Chain-of-Thought reasoning: guiding the AI to think step-by-step
    • Few-Shot Prompting: using examples to sharpen output quality
    • Iterative refinement: the key to achieving precise results
  • Hands-on Activity: Refining a prompt until the desired outcome is achieved for a management report

Streamlining Writing and Summarization

  • Email Composition and Response Automation
    • Drafting professional emails effortlessly
    • Automating standard and personalized responses
  • Document Condensation and Insight Extraction
    • Summarizing meeting minutes, articles, and lengthy documents
    • Identifying key points and action items from complex text
  • Hands-on Activity: 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 interpretation
  • Data Interpretation and Visualization
    • Requesting analysis of large datasets from Copilot
    • Automatically generating charts, pivot tables, and visual insights
  • Projection and Reporting
    • Generating forecasts from historical data using Copilot
    • Creating draft reports directly from spreadsheet data
  • Hands-on Activity: Analyzing a sales dataset, producing a forecast, and creating a visual chart with Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Generating presentation frameworks from Word documents or text drafts
    • Enhancing slides with design suggestions, relevant imagery, and content reorganization
    • Hands-on Activity: Building a complete project presentation using Copilot
  • Copilot in Outlook
    • Drafting and simplifying professional emails
    • Inbox management: summarizing long threads and prioritizing critical messages
    • Hands-on Activity: Using Copilot to summarize an email chain and generate a concise response

Integration and Advanced Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating routine tasks and operational business processes
  • Data Governance and Security
    • Ethical perspectives and privacy considerations when using AI
    • Best practices for managing sensitive information
  • Hands-on Activity: 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 development

Requirements

  • Proficiency with core Microsoft 365 applications
  • Practical 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 embed AI into their daily operational workflows
 15 Hours

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