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Course Outline
Foundations of AI for Productivity
- Understanding Generative AI
- A brief overview of the history and evolution of language models.
- Gaining insight into Large Language Models (LLMs).
- Examining the capabilities and limitations of tools such as ChatGPT.
- Getting Started with ChatGPT
- Setting up your account and navigating the interface.
- Key concepts: temperature, context, and defining a 'persona'.
- Practical Exercise: Creating your first draft using ChatGPT.
The Art of Prompt Engineering
- Structure of an Effective Prompt
- Essential components: task, context, role, format, and tone.
- Strategies for using 'ask and improve' prompting styles.
- Advanced Prompting Strategies
- Chain-of-Thought: Guiding the AI to reason step by step.
- Few-Shot Prompting: Providing examples to refine outcomes.
- Iteration and refinement: The key to achieving precise outputs.
- Practical Exercise: Iterating prompts to achieve desired results for a management report.
Automating Writing and Summarization
- Email Drafting and Response Automation
- Creating professional email drafts.
- Automating standard and personalized replies.
- Document Summarization and Analysis
- Condensing meeting minutes, articles, and lengthy documents.
- Extracting 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
- Introduction to Copilot in Excel
- Exploring the interface and understanding its features.
- Crafting effective prompts for data analysis.
- Data Analysis and Visualization
- Instructing Copilot to process large datasets.
- Automatically generating charts, pivot tables, and visualizations.
- Forecasting and Reporting
- Utilizing Copilot to generate forecasts from historical data.
- Drafting reports based on spreadsheet information.
- Practical Exercise: Analyzing a sales dataset, generating a forecast, and creating a chart with Copilot.
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation outlines from Word documents or text drafts.
- Enhancing slides with design suggestions, relevant images, 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 key 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 repetitive tasks and business processes.
- Information Management and Security
- Ethical considerations and privacy when utilizing AI tools.
- Best practices for managing sensitive data.
- Practical Exercise: Designing a simple 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
- Familiarity with Microsoft 365 applications.
- Experience with fundamental productivity or office management tasks.
- No prior experience with AI tools is necessary.
Target Audience
- Office professionals and productivity specialists.
- Project managers and coordinators.
- Teams aiming to integrate AI into their daily operations.
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
