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Course Outline
AI Fundamentals for Productivity
- Understanding Generative AI
- A concise overview of the history and evolution of language models
- Gaining insight into Large Language Models (LLMs)
- Recognizing the capabilities and constraints of tools such as ChatGPT
- Getting Started with ChatGPT
- Setting up accounts and navigating the interface
- Core concepts: temperature, context, and defining a "persona"
- Practical Exercise: Creating your first draft using ChatGPT
Mastering Prompt Engineering
- The Structure of an Effective Prompt
- Essential elements: task, context, role, format, and tone
- Techniques for "ask and refine" prompting
- Advanced Prompting Methods
- Chain-of-Thought: Guiding the AI to reason through steps
- Few-Shot Prompting: Using examples to sharpen outcomes
- Iterative refinement: The essential path to precise outputs
- Practical Exercise: Refining a prompt to achieve specific results for a management report
Automating Writing and Summarization
- Drafting Emails and Automating Responses
- Creating professional email drafts
- Automating standard and personalized replies
- Summarizing Documents and Analyzing Content
- 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 craft an email response
Microsoft 365 Copilot in Excel
- Overview of Copilot in Excel
- Familiarizing yourself with the interface and its features
- Creating effective prompts for data analysis
- Analyzing Data and Creating Visuals
- Instructing Copilot to process large datasets
- Automatically generating charts, pivot tables, and visualizations
- Forecasting and Reporting
- Leveraging Copilot to generate forecasts from historical data
- Drafting reports based on spreadsheet information
- Practical Exercise: Analyzing a sales dataset with Copilot, generating a forecast, and producing a chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation outlines from Word documents or text drafts
- Enhancing slides: design tips, relevant imagery, and content structuring
- Practical Exercise: Using Copilot to assemble a full project presentation
- Copilot in Outlook
- Writing and simplifying professional emails
- Managing the inbox: condensing long threads and prioritizing critical messages
- Practical Exercise: Requesting Copilot to summarize an email thread and draft a brief reply
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
- Information Management and Security
- Ethical implications and privacy concerns when using AI tools
- Best practices for managing sensitive data
- Practical Exercise: Designing a basic team workflow automation using Copilot in SharePoint
- Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning
Requirements
- Proficient working knowledge of Microsoft 365 applications
- Familiarity with basic productivity or office management responsibilities
- No previous experience with AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams looking to incorporate 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
