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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
Testimonials (1)
correct way of prompting and including guardrails in instructions.