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 Duration 15 hours

Course Outline

Foundations of AI for Enhanced Productivity

  • Understanding Generative AI
    • A concise overview of the history and progression of language models
    • Comprehending Large Language Models (LLMs)
    • Exploring the capabilities and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the user interface
    • Core concepts: temperature settings, context handling, and defining "personas"
  • Practical Exercise: Creating an initial draft using ChatGPT

Mastering Prompt Engineering

  • Deconstructing Effective Prompts
    • Essential elements: defining tasks, context, role, format, and tone
    • Techniques for iterative "ask and refine" prompting
  • Sophisticated Prompting Methods
    • Chain-of-Thought: directing AI to reason through steps sequentially
    • Few-Shot Prompting: providing examples to sharpen output accuracy
    • Iterative refinement: the critical path to precise and targeted results
  • Practical Exercise: Refining prompts iteratively to generate a specific management report

Streamlining Writing and Summarization

  • Automating Email Drafts and Responses
    • Producing professional email drafts with AI assistance
    • Automating standard and personalized email replies
  • Summarizing and Analyzing Documents
    • Condensing meeting notes, articles, and lengthy documents
    • Identifying key takeaways and action items from complex texts
  • Practical Exercise: Using ChatGPT to summarize a document and craft a corresponding email response

Microsoft 365 Copilot within Excel

  • Overview of Copilot in Excel
    • Exploring the interface and understanding its functional capabilities
    • Crafting effective prompts for data-centric tasks
  • Advanced Data Analysis and Visualization
    • Directing Copilot to interpret large datasets
    • Automatically generating charts, pivot tables, and visual insights
  • Predictive Forecasting and Reporting
    • Generating forecasts from historical data using Copilot
    • Drafting reports based on spreadsheet information
  • Practical Exercise: Analyzing a sales dataset, creating forecasts, and building charts with Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Creating presentation frameworks from Word documents or text notes
    • Enhancing slides with design suggestions, image recommendations, and content restructuring
    • Practical Exercise: Using Copilot to build a complete project presentation
  • Copilot in Outlook
    • Drafting and simplifying professional email correspondence
    • Inbox management: summarizing lengthy threads and prioritizing critical messages
    • Practical Exercise: Using Copilot to summarize an email chain and draft a concise reply

Integration and Complex Workflows

  • AI Agent Workflows in Enterprise Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and broader business processes
  • Data Governance and Security
    • Navigating ethical implications and privacy concerns with AI tools
    • Adhering to best practices for managing sensitive information
  • Practical Exercise: Designing a basic team workflow automation using Copilot in SharePoint
  • Wrap-up and Q&A: Exploring the future of AI in the workplace and resources for ongoing development

Requirements

  • Proficiency in using Microsoft 365 applications
  • Familiarity with fundamental productivity and office management tasks
  • No previous hands-on experience with AI tools is necessary

Target Audience

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

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