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