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 Duration 15 hours

Course Outline

Foundations of AI for Productivity

  • The Basics of Generative AI
    • A brief overview of the history and evolution of language models
    • Comprehending Large Language Models (LLMs)
    • Exploring the capabilities and limitations of tools such as ChatGPT
  • Getting to Know ChatGPT
    • Account configuration and navigating the interface
    • Core concepts: temperature, context, and defining a "persona"
  • Practical Exercise: Creating your first draft using ChatGPT

Mastering Prompt Engineering

  • Structuring an Effective Prompt
    • Essential components: task definition, context, role, format, and tone
    • Techniques for "ask and refine" prompting strategies
  • Advanced Prompting Methodologies
    • Chain-of-Thought reasoning: guiding the AI to think step-by-step
    • Few-Shot Prompting: using examples to sharpen results
    • Iteration and refinement: the key to securing precise outputs
  • Practical Exercise: Iteratively refining a prompt to achieve a desired result for a management report

Streamlining Writing and Summarization

  • Email Drafting and Response Automation
    • Creating professional email drafts
    • Automating standard and personalized replies
  • Document Summarization and Insight Extraction
    • Condensing meeting minutes, articles, and lengthy documents
    • Identifying key points and action items from complex texts
  • Practical Exercise: Using ChatGPT to summarize a document and draft an email reply

Microsoft 365 Copilot in Excel

  • Intro to Copilot in Excel
    • Understanding the interface and its full potential
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Requesting analysis of large datasets from Copilot
    • Automatically generating charts, pivot tables, and visualizations
  • Forecasting and Reporting
    • Utilizing Copilot to generate forecasts from historical data
    • Drafting reports directly from spreadsheet data
  • Practical Exercise: Using Copilot to analyze a sales dataset, generate a forecast, and create a chart

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Generating presentation frameworks from Word documents or text drafts
    • Enhancing slides with design suggestions, relevant imagery, and content reorganization
    • Practical Exercise: Using Copilot to build a complete project presentation
  • Copilot in Outlook
    • Composing and simplifying professional emails
    • Inbox management: summarizing long threads and prioritizing critical messages
    • Practical Exercise: Asking Copilot to summarize an email chain and draft a concise reply

Integration and Advanced Workflows

  • AI Agent Workflows in Enterprise Settings
    • Integrating Copilot with SharePoint and Microsoft Fabric
    • Automating recurring tasks and core business processes
  • Information Management and Security
    • Ethical considerations and privacy implications of AI usage
    • Best practices for managing sensitive data
  • Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
  • Closing and Q&A: Discussing the future of AI in the workplace and resources for ongoing learning

Requirements

  • Familiarity with core Microsoft 365 applications
  • Experience with fundamental productivity and office management tasks
  • No prior experience with AI tools is necessary

Target Audience

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

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