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Duration 15 hours
Course Outline
Foundations of AI-Enhanced Productivity
- Understanding Generative AI
- An overview of the history and evolution of language models.
- Conceptual grasp of Large Language Models (LLMs).
- Reviewing the capabilities and inherent limitations of tools such as ChatGPT.
- Getting Started with ChatGPT
- Setting up accounts and navigating the user interface.
- Core concepts: exploring temperature, context, and the definition of a "persona".
- Practical Task: Generating a first draft using ChatGPT.
The Discipline of Prompt Engineering
- Structure of an Effective Prompt
- Essential elements: defining the task, context, role, format, and tone.
- Techniques for iterative "ask and improve" interactions.
- Advanced Prompting Methods
- Chain-of-Thought: Directing the AI to reason through problems step-by-step.
- Few-Shot Prompting: Utilizing examples to sharpen and refine results.
- The importance of iteration and refinement for achieving precise outputs.
- Practical Task: Refining a prompt until it yields the desired result for a management report.
Streamlining Writing and Summarization
- Automating Email Drafting and Responses
- Creating professional email drafts with AI assistance.
- Automating both standard and personalized replies.
- Document Summarization and Insight Extraction
- Condensing meeting minutes, articles, and extensive documents.
- Identifying key points and action items from complex text sources.
- Practical Task: Using ChatGPT to summarize a document and craft a corresponding email response.
Leveraging Microsoft 365 Copilot in Excel
- Introduction to Copilot in Excel
- Familiarizing with the interface and understanding its analytical capabilities.
- Crafting effective prompts to drive data analysis.
- Data Analysis and Visual Representation
- Instructing Copilot to process large datasets.
- Automatically generating charts, pivot tables, and visual assets.
- Predictive Modeling and Reporting
- Utilizing Copilot to generate forecasts based on historical trends.
- Drafting reports directly from spreadsheet data.
- Practical Task: Analyzing a sales dataset, generating a forecast, and creating a visual chart using Copilot.
Applying Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation structures from Word documents or text outlines.
- Enhancing slides through design suggestions, image selection, and content restructuring.
- Practical Task: Building a comprehensive project presentation using Copilot.
- Copilot in Outlook
- Drafting and simplifying professional correspondence.
- Optimizing inbox management by summarizing long threads and prioritizing critical messages.
- Practical Task: Summarizing an email chain and generating a concise reply with Copilot.
Integration and Complex Workflows
- AI Agent Workflows in Corporate Settings
- Integrating Copilot with SharePoint and Microsoft Fabric.
- Automating repetitive tasks and broader business processes.
- Data Governance and Security
- Navigating ethical considerations and privacy standards in AI usage.
- Adhering to best practices for managing sensitive data.
- Practical Task: Designing a basic team workflow automation within SharePoint using Copilot.
- Conclusion and Q&A: Exploring the future trajectory of AI in the workplace and identifying resources for ongoing professional development.
Requirements
- Familiarity with Microsoft 365 applications is essential.
- Background experience in basic productivity or office management tasks.
- No prior knowledge of AI tools is necessary to participate.
Target Audience
- Office professionals and productivity experts.
- Project managers and coordination leads.
- Teams seeking to integrate AI solutions into their daily operations.
Testimonials (1)
correct way of prompting and including guardrails in instructions.
