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 Duration 15 hours

Course Outline

Core Concepts of AI in Productivity

  • Understanding Generative AI
    • Overview of the history and evolution of language models
    • Insights into Large Language Models (LLMs)
    • Exploring the strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Key concepts including temperature, context, and persona
  • Practical Task: Creating your initial draft using ChatGPT

The Discipline of Prompt Engineering

  • Structure of Effective Prompts
    • Essential elements: task definition, context, role, format, and tone
    • Techniques for iterative 'ask and refine' prompting
  • Advanced Prompting Methods
    • Chain-of-Thought reasoning: guiding the AI to think step-by-step
    • Few-Shot Prompting: providing examples to calibrate results
    • Iteration and refinement: critical steps for precise outputs
  • Practical Task: Refining a prompt to generate a desired management report

Automation of Writing and Summarization

  • Streamlining Email Drafting and Responses
    • Generating professional email drafts
    • Automating standard and personalized replies
  • Summarizing and Analyzing Documents
    • Condensing meeting notes, articles, and lengthy documents
    • Extracting key insights and action items from complex text
  • Practical Task: Using ChatGPT to summarize a document and draft a corresponding email response

Microsoft 365 Copilot in Excel

  • Introducing Copilot in Excel
    • Familiarizing yourself with the interface and its features
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Instructing Copilot to process large datasets
    • Automatically generating charts, pivot tables, and visual aids
  • Forecasting and Reporting
    • Generating forecasts using historical data via Copilot
    • Drafting reports based on spreadsheet information
  • Practical Task: Analyzing a sales dataset, creating a forecast, and building a chart with Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Creating presentation frameworks from Word documents or text drafts
    • Enhancing slides with design suggestions, relevant imagery, and content restructuring
    • Practical Task: Using Copilot to build a comprehensive project presentation
  • Copilot in Outlook
    • Drafting and simplifying professional emails
    • Managing the inbox by summarizing long threads and prioritizing key messages
    • Practical Task: Requesting 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 recurring tasks and business processes
  • Information Management and Security
    • Ethical implications and privacy considerations in AI usage
    • Best practices for handling sensitive data
  • Practical 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 identifying resources for ongoing learning

Requirements

  • Familiarity with core Microsoft 365 applications
  • Proficiency in basic productivity and office management tasks
  • No prior experience with AI tools is necessary

Target Audience

  • Office professionals and efficiency specialists
  • Project managers and coordinators
  • Teams looking to integrate AI into their daily operations

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