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Course Outline
AI Fundamentals for Productivity
- Understanding Generative AI
- An overview of the history and evolution of language models
- Gaining insight into Large Language Models (LLMs)
- Examining the capabilities and constraints of tools like ChatGPT
- Getting Started with ChatGPT
- Setting up accounts and navigating the interface
- Core concepts: temperature, context, and defining a "persona"
- Hands-on Task: Creating an initial draft using ChatGPT
The Skill of Prompt Engineering
- Structure of a High-Impact Prompt
- Essential elements: task definition, context, role assignment, format, and tone
- Techniques for iterative "ask and improve" prompting
- Sophisticated Prompting Methods
- Chain-of-Thought: directing the AI to reason step-by-step
- Few-Shot Prompting: providing examples to fine-tune outcomes
- Iteration and refinement: the critical path to precise results
- Hands-on Task: Refining a prompt until it yields the desired output for a management report
Automating Writing and Summarization
- Email Drafting and Automated Responses
- Creating polished professional email drafts
- Automating standard and personalized replies
- Document Summarization and Insight Extraction
- Digesting meeting minutes, articles, and lengthy documents
- Identifying key points and action items from complex texts
- Hands-on Task: Using ChatGPT to summarize a document and draft a response email
Microsoft 365 Copilot in Excel
- Overview of Copilot in Excel
- Exploring the interface and its functional scope
- Crafting effective prompts for data analysis
- Data Analysis and Visualization
- Instructing Copilot to process large datasets
- Automatically generating charts, pivot tables, and visual assets
- Predictions and Reporting
- Generating forecasts based on historical data using Copilot
- Drafting reports from spreadsheet insights
- Hands-on Task: Utilizing Copilot to analyze sales data, generate forecasts, and build charts
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation structures from Word documents or text outlines
- Enhancing slides: design advice, relevant imagery, and content reorganization
- Hands-on Task: Using Copilot to build a full project presentation
- Copilot in Outlook
- Drafting and simplifying professional correspondence
- Inbox management: summarizing long threads and prioritizing key messages
- Hands-on Task: Requesting 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 recurring tasks and business processes
- Data Governance and Security
- Ethical implications and privacy protocols when using AI
- Best practices for managing sensitive data
- Hands-on Task: 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 learning
Requirements
- Familiarity with Microsoft 365 applications
- Hands-on experience with basic productivity or office management duties
- No prior background in AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams looking to embed AI into their daily workflows
15 Hours
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
