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Course Outline

Core Concepts of AI for Productivity

  • Introduction to Generative AI
    • Overview of the history and progression of language models
    • Comprehending Large Language Models (LLMs)
    • Assessing the strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up an account and navigating the interface
    • Essential concepts: temperature, context, and defining a "persona"
  • Hands-On Activity: Creating a first draft using ChatGPT

The Science of Prompt Engineering

  • Deconstructing an Effective Prompt
    • Essential elements: task definition, context, role, format, and tone
    • Tactics for iterative "ask and improve" prompting
  • Sophisticated Prompting Strategies
    • Chain-of-Thought: guiding the AI to think through steps logically
    • Few-Shot Prompting: providing examples to enhance result precision
    • Iterative refinement: the critical path to precise outputs
  • Hands-On Activity: Refining a prompt to generate a desired management report

Streamlining Writing and Summarization

  • Email Drafting and Response Automation
    • Creating professional email drafts
    • Automating standard and personalized responses
  • Document Summarization and Insight Extraction
    • Condensing meeting minutes, articles, and lengthy documents
    • Identifying key points and action items from complex texts
  • Hands-On Activity: Using ChatGPT to summarize a document and compose an email reply

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Exploring the interface and its functional capabilities
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Instructing Copilot to process large datasets
    • Automatically generating charts, pivot tables, and visual aids
  • Forecasting and Reporting
    • Utilizing Copilot to create forecasts from historical data
    • Drafting reports based on spreadsheet insights
  • Hands-On Activity: Analyzing a sales dataset, generating a forecast, and creating a chart with Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation outlines from Word documents or text drafts
    • Enhancing slides with design suggestions, relevant imagery, and content restructuring
    • Hands-On Activity: Developing a complete project presentation using Copilot
  • Copilot in Outlook
    • Drafting and simplifying professional emails
    • Managing the inbox: condensing long threads and prioritizing critical messages
    • Hands-On Activity: Asking Copilot to summarize an email chain and draft a concise response

Integration and Advanced Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating recurring tasks and business processes
  • Information Management and Security
    • Ethical considerations and privacy standards when using AI tools
    • Best practices for managing sensitive data
  • Hands-On Activity: Designing a simple 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

  • Familiarity with Microsoft 365 applications
  • Practical experience in basic productivity or office management tasks
  • No prior background in AI tools is necessary

Target Audience

  • Office professionals and productivity specialists
  • Project managers and coordinators
  • Teams looking to integrate AI into their daily operations
 15 Hours

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