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Course Outline

Core AI Concepts for Productivity

  • The Nature of Generative AI
    • Overview of the history and evolution of language models
    • Comprehending Large Language Models (LLMs)
    • Strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Essential concepts: temperature, context, and "persona"
  • Practical Task: Creating your initial draft with ChatGPT

The Discipline of Prompt Engineering

  • Structure of an Effective Prompt
    • Core elements: task definition, context, role, format, and tone
    • Tactics for "ask and refine" prompting
  • Sophisticated Prompting Strategies
    • Chain-of-Thought: Directing the AI to reason sequentially
    • Few-Shot Prompting: Utilizing examples to sharpen results
    • Iteration and refinement: The path to precise outputs
  • Practical Task: Refine a prompt to achieve the desired outcome for a management report

Streamlining Writing and Summarization

  • Email Drafting and Reply Automation
    • Creating professional email drafts
    • Automating standard and personalized responses
  • Document Summarization and Insight Extraction
    • Condensing meeting notes, articles, and lengthy documents
    • Extracting critical points and action items from complex content
  • Practical Task: Use ChatGPT to summarize a document and draft an email response

Microsoft 365 Copilot in Excel

  • Introduction to Excel Copilot
    • Familiarizing yourself with the interface and its functionalities
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Instructing Copilot to examine large datasets
    • Automatically generating charts, pivot tables, and visual representations
  • Forecasting and Reporting
    • Leveraging Copilot for historical data-based forecasting
    • Drafting reports directly from spreadsheet information
  • Practical Task: Analyze a sales dataset with Copilot, generate a forecast, and create a chart

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot within PowerPoint
    • Creating presentation frameworks from Word documents or text drafts
    • Enhancing slides: design recommendations, relevant imagery, and content restructuring
    • Practical Task: Use Copilot to develop a comprehensive project presentation
  • Copilot within Outlook
    • Drafting and simplifying professional emails
    • Inbox management: Summarizing long threads and prioritizing key messages
    • Practical Task: Have Copilot summarize an email thread and draft a concise reply

Integration and Complex Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and business procedures
  • Data Governance and Security
    • Ethical implications and privacy considerations when utilizing AI
    • Best practices for managing sensitive information
  • Practical Task: Develop a basic team workflow automation using SharePoint Copilot
  • Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing development

Requirements

  • Familiarity with core Microsoft 365 applications
  • Proficiency in fundamental productivity or office management tasks
  • No prior experience with AI tools is necessary

Target Audience

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

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