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 Duration 15 hours

Course Outline

Core AI Concepts for Productivity

  • Understanding Generative AI
    • The evolution and history of language models
    • Comprehending Large Language Models (LLMs)
    • Assessing the strengths and constraints of tools like ChatGPT
  • Getting Started with ChatGPT
    • Setting up your account and navigating the interface
    • Key concepts: temperature settings, context management, and defining "personas"
  • Hands-On Task: Creating an initial draft using ChatGPT

Mastery of Prompt Engineering

  • Structure of Effective Prompts
    • Essential elements: task definition, context, role assignment, formatting, and tone
    • Tactics for iterative "ask and improve" prompting
  • Advanced Prompting Strategies
    • Chain-of-Thought reasoning: guiding AI to think step-by-step
    • Few-Shot Prompting: using examples to refine outputs
    • Iteration and refinement: essential for precise results
  • Hands-On Task: Refining a prompt iteratively to produce a management report

Streamlining Writing and Summarization

  • Email Automation and Drafting
    • Creating professional email drafts
    • Automating standard and personalized responses
  • Summarizing and Analyzing Documents
    • Condensing meeting minutes, articles, and lengthy texts
    • Identifying key points and action items from complex content
  • Hands-On Task: Using ChatGPT to summarize a document and draft a corresponding email reply

Microsoft 365 Copilot in Excel

  • Introducing Copilot in Excel
    • Familiarizing with the interface and core capabilities
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Tasking Copilot with analyzing extensive datasets
    • Auto-generating charts, pivot tables, and visual insights
  • Forecasting and Reporting
    • Leveraging Copilot for historical data-based forecasting
    • Drafting reports directly from spreadsheet data
  • Hands-On Task: Analyzing a sales dataset, generating forecasts, and creating visualizations with Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation structures from Word documents or text outlines
    • Enhancing slides through design suggestions, image selection, and content restructuring
    • Hands-On Task: Using Copilot to assemble a full project presentation
  • Copilot in Outlook
    • Composing and simplifying professional emails
    • Inbox management: summarizing long threads and prioritizing key messages
    • Hands-On Task: Requesting Copilot to summarize an email chain and draft a concise response

Integration and Advanced Workflows

  • AI Agent Workflows in Enterprise Settings
    • Integrating Copilot with SharePoint and Microsoft Fabric
    • Automating recurring tasks and business processes
  • Information Management and Security
    • Ethical implications and privacy considerations for AI use
    • Best practices for managing sensitive data
  • Hands-On Task: Designing a basic team workflow automation using Copilot in SharePoint
  • Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning

Requirements

  • Familiarity with Microsoft 365 applications
  • Experience with fundamental productivity or office management tasks
  • No prior knowledge of AI tools is necessary

Target Audience

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

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