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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
Testimonials (1)
correct way of prompting and including guardrails in instructions.