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Duration 15 hours
Course Outline
AI Fundamentals for Productivity
- Understanding Generative AI
- A concise overview of the history and evolution of language models
- Gaining insight into Large Language Models (LLMs)
- Assessing the strengths and constraints of tools such as ChatGPT
- Getting to Know ChatGPT
- Setting up your account and navigating the interface
- Core concepts: temperature settings, context management, and defining "personas"
- Practical Activity: Creating your first draft using ChatGPT
Mastery in Prompt Engineering
- Anatomy of a High-Impact Prompt
- Essential elements: defining the task, context, role, format, and tone
- Tactics for using "ask and refine" approaches
- Advanced Prompting Strategies
- Chain-of-Thought: instructing the AI to reason logically step-by-step
- Few-Shot Prompting: utilizing examples to sharpen and refine outcomes
- Iterative refinement: the critical step for obtaining precise results
- Practical Activity: Refine a prompt iteratively to achieve the desired output for an executive report
Automating Writing and Summarization
- Email Drafting and Automated Responses
- Creating professional email drafts efficiently
- Automating standard and personalized replies
- Document Summarization and Deep Analysis
- Distilling meeting minutes, articles, and extensive documents into concise summaries
- Identifying key takeaways and action items from complex texts
- Practical Activity: Employ ChatGPT to summarize a document and draft a corresponding email response
Microsoft 365 Copilot within Excel
- Intro to Copilot in Excel
- Familiarizing yourself with the interface and its core capabilities
- Crafting effective prompts for data interpretation
- Data Analytics and Visualization
- Tasking Copilot with the analysis of large data sets
- Auto-generating charts, pivot tables, and visual representations
- Predictive Forecasting and Reporting
- Leveraging Copilot to generate forecasts based on historical trends
- Producing draft reports directly from spreadsheet data
- Practical Activity: Utilize Copilot to analyze sales data, create a forecast, and produce a visual chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation frameworks from Word documents or text notes
- Enhancing slides with design tips, relevant imagery, and content restructuring
- Practical Activity: Use Copilot to construct a full presentation on a specific project
- Copilot in Outlook
- Drafting and refining professional emails
- Inbox management: summarizing lengthy threads and prioritizing critical messages
- Practical Activity: Request Copilot to summarize an email chain and draft a concise reply
Integration and Sophisticated Workflows
- AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric
- Streamlining recurring tasks and business processes through automation
- Data Stewardship and Security
- Ethical implications and privacy considerations when deploying AI tools
- Best practices for managing confidential information
- Practical Activity: Develop a basic team workflow automation using Copilot within SharePoint
- Wrap-up and Q&A: Exploring the future of AI in the workplace and identifying resources for ongoing development
Requirements
- Proficiency with core Microsoft 365 applications
- Familiarity with fundamental office management and productivity tasks
- No prior expertise in AI tools is necessary
Target Audience
- Corporate professionals and productivity experts
- Project managers and operational coordinators
- Teams looking to embed AI into their daily operational routines
Testimonials (1)
correct way of prompting and including guardrails in instructions.
