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Course Outline

Module 1: AI Fundamentals for Business Productivity (2 hours)

  • Understanding Generative AI
    • The historical context and development of language models
    • Comprehending Large Language Models (LLMs)
    • Recognizing the strengths and constraints of tools like ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the user interface
    • Core concepts: temperature settings, context window, and persona adoption
  • Hands-On Activity: Producing a First Draft with ChatGPT

Module 2: The Art of Prompt Engineering (3 hours)

  • Deconstructing Effective Prompts
    • Essential elements: task definition, context, role assignment, format, and tone
    • Techniques for iterative "ask and improve" prompting
  • Advanced Prompting Methods
    • Chain-of-Thought: guiding the AI through logical reasoning steps
    • Few-Shot Prompting: refining outputs by providing examples
    • Iteration and refinement: crucial steps for achieving precise results
  • Hands-On Activity: Refining a Prompt to Generate a Management Report

Module 3: Automating Writing and Summarization (2 hours)

  • Automating Email Drafting and Responses
    • Generating professional email drafts
    • Automating routine and personalized responses
  • Document Summarization and Analysis
    • Condensing meeting minutes, articles, and lengthy documents
    • Extracting critical insights and action items from complex texts
  • Hands-On Activity: Summarizing a Document and Drafting an Email Reply using ChatGPT

Module 4: Microsoft 365 Copilot in Excel (3 hours)

  • Overview of Copilot in Excel
    • Navigating the interface and understanding its features
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Requesting Copilot to analyze extensive datasets
    • Automatically generating charts, pivot tables, and visual representations
  • Forecasting and Reporting
    • Utilizing Copilot to generate forecasts based on historical data trends
    • Drafting reports directly from spreadsheet data
  • Hands-On Activity: Analyzing a Sales Dataset, Generating a Forecast, and Creating a Chart with Copilot

Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)

  • Utilizing Copilot in PowerPoint
    • Creating presentation structures from Word documents or text outlines
    • Enhancing slides with design suggestions, relevant imagery, and content reorganization
    • Hands-On Activity: Using Copilot to build a complete project presentation
  • Utilizing Copilot in Outlook
    • Composing and simplifying professional email content
    • Inbox management: summarizing long email threads and prioritizing key messages
    • Hands-On Activity: Asking Copilot to summarize an email chain and draft a concise response

Module 6: Integration and Advanced Workflows (2 hours)

  • AI Agent Workflows in Corporate Settings
    • Integrating Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and business processes
  • Information Management and Security
    • Ethical considerations and privacy implications of AI tool usage
    • Best practices for managing sensitive information
  • Hands-On Activity: Designing a Team Workflow Automation using Copilot in SharePoint
  • Closing and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning

Requirements

  • Proficiency in using Microsoft 365 applications
  • Prior experience with standard productivity or office management duties
  • No previous exposure to AI tools is necessary

Target Audience

  • Administrative staff and productivity experts
  • Project managers and coordinators
  • Teams aiming to embed AI tools into their daily operations
 15 Hours

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