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Course Outline
Module 1: Fundamentals of AI for Productivity (2 hours)
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Understanding Generative AI:
- Brief history and evolution of language models
- Understanding Large Language Models (LLMs)
- Capabilities and limitations of tools like ChatGPT
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Introduction to ChatGPT:
- Account setup and interface navigation
- Key concepts: temperature, context, and persona
- Practical Exercise: Creating the first draft with ChatGPT
Module 2: The Art of Prompt Engineering (3 hours)
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Anatomy of an Effective Prompt:
- Key components: task, context, role, format, and tone
- Strategies for iterative "ask and improve" prompts
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Advanced Prompting Techniques:
- Chain-of-Thought: guiding the AI to reason step by step
- Few-Shot Prompting: providing examples to refine results
- Iteration and refinement: the key to obtaining precise outputs
- Practical Exercise: Iterating a prompt until achieving the desired result for a management report
Module 3: Automating Writing and Summarization Tasks (2 hours)
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Email Drafting and Response Automation:
- Generate professional email drafts
- Automate common and personalized replies
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Document Summarization and Analysis:
- Summarize meeting minutes, articles, and long documents
- Extract key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and generate an email reply
Module 4: Microsoft 365 Copilot in Excel (3 hours)
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Introduction to Copilot in Excel:
- Understanding the interface and its capabilities
- Formulating effective prompts for data analysis
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Data Analysis and Visualization:
- Instructing Copilot to analyze large datasets
- Automatically generating charts, pivot tables, and visualizations
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Forecasting and Reporting:
- Using Copilot to produce forecasts based on historical data
- Generating draft reports from spreadsheet information
- Practical Exercise: Using Copilot to analyze a sales dataset, generate a forecast, and create a chart
Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)
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Copilot in PowerPoint:
- Generating presentation skeletons from a Word document or text draft
- Enhancing slides with design suggestions, relevant images, and content reorganization
- Practical Exercise: Using Copilot to create a complete presentation about a project
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Copilot in Outlook:
- Composing and simplifying professional emails
- Managing the inbox by summarizing long threads and prioritizing important messages
- Practical Exercise: Asking Copilot to summarize an email chain and produce a concise reply
Module 6: Integration and Advanced Workflows (2 hours)
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AI Agent Workflows in Enterprise Environments:
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
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Information Management and Security:
- Ethical considerations and privacy when using AI tools
- Best practices for handling sensitive data
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
- Closing and Q&A: Discussion on the future of AI at work, and resources for continuous learning
Requirements
- A functional understanding of Microsoft 365 applications
- Experience with basic productivity or office management tasks
- No prior experience with AI tools is required
Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams looking to integrate AI into their daily workflows
15 Hours
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
Course - Agentic AI for Business Automation: Use Cases & Integration
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
