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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
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation