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Course Outline
Module 1: AI Fundamentals for Business Productivity (2 hours)
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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
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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)
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Deconstructing Effective Prompts
- Essential elements: task definition, context, role assignment, format, and tone
- Techniques for iterative "ask and improve" prompting
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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)
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Automating Email Drafting and Responses
- Generating professional email drafts
- Automating routine and personalized responses
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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)
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Overview of Copilot in Excel
- Navigating the interface and understanding its features
- Crafting effective prompts for data analysis
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Data Analysis and Visualization
- Requesting Copilot to analyze extensive datasets
- Automatically generating charts, pivot tables, and visual representations
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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)
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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
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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)
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AI Agent Workflows in Corporate Settings
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating repetitive tasks and business processes
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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
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
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