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 Duration 15 hours

Course Outline

Foundations of AI for Productivity

  • Understanding Generative AI
    • A concise overview of the history and evolution of language models
    • Gaining insight into Large Language Models (LLMs)
    • Exploring the capabilities and inherent limitations of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up your account and navigating the interface
    • Core concepts: temperature settings, context management, and defining "persona"
  • Practical Activity: Creating your initial draft using ChatGPT

The Skill of Prompt Engineering

  • Deconstructing an Effective Prompt
    • Essential elements: task definition, context, role assignment, output format, and tone
    • Techniques for "ask and refine" prompting strategies
  • Advanced Prompting Methodologies
    • Chain-of-Thought: Directing the AI to reason through steps
    • Few-Shot Prompting: Utilizing examples to sharpen results
    • Iterative refinement: The critical step toward achieving precise outputs
  • Practical Activity: Refining a prompt iteratively until the desired outcome for a management report is achieved

Streamlining Writing and Summarization

  • Email Creation and Response Automation
    • Producing polished professional email drafts
    • Automating standard and personalized replies
  • Summarizing and Analyzing Documents
    • Condensing meeting minutes, articles, and lengthy documents
    • Identifying key points and actionable items from complex texts
  • Practical Activity: Employing ChatGPT to summarize a document and craft a corresponding email response

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Familiarizing yourself with the interface and its core capabilities
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Tasking Copilot with analyzing large datasets
    • Automatically generating charts, pivot tables, and visualizations
  • Predictive Analysis and Reporting
    • Leveraging Copilot to create forecasts based on historical data
    • Drafting reports directly from spreadsheet information
  • Practical Activity: Using Copilot to examine a sales dataset, generate a forecast, and produce a chart

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation frameworks from Word documents or text drafts
    • Enhancing slides with design suggestions, relevant imagery, and content restructuring
    • Practical Activity: Utilizing Copilot to build a full project presentation
  • Copilot in Outlook
    • Drafting and simplifying professional emails
    • Managing your inbox: summarizing long threads and prioritizing critical messages
    • Practical Activity: Asking Copilot to summarize an email chain and draft a concise reply

Integration and Advanced 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
    • Ethical implications and privacy considerations when using AI tools
    • Best practices for managing sensitive data
  • Practical Activity: Designing a basic team workflow automation using Copilot in SharePoint
  • Conclusion and Q&A: Discussing the future of AI in the workplace and resources for ongoing learning

Requirements

  • A solid grasp of Microsoft 365 applications
  • Familiarity with fundamental productivity or office management tasks
  • No previous experience with AI tools is necessary

Target Audience

  • Office professionals and productivity experts
  • Project managers and team coordinators
  • Teams seeking to integrate AI into their daily operational workflows

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