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Duration 15 hours (2 days)
Course Outline
Foundations of AI in Productivity
- Understanding Generative AI
- A brief overview of the history and development of language models.
- Comprehending Large Language Models (LLMs).
- Recognizing the strengths and constraints of tools such as ChatGPT.
- Getting Started with ChatGPT
- Setting up accounts and navigating the user interface.
- Essential concepts: temperature settings, context management, and role definition ("persona").
- Practical Exercise: Creating an initial draft using ChatGPT.
Mastery of Prompt Engineering
- Structuring Effective Prompts
- Core elements: defining the task, providing context, assigning a role, specifying format, and setting tone.
- Techniques for iterative "ask and refine" prompting.
- Advanced Prompting Strategies
- Chain-of-Thought reasoning: guiding the AI to think through problems step-by-step.
- Few-Shot Prompting: using examples to sharpen and refine outcomes.
- The importance of iteration and refinement for precise results.
- Practical Exercise: Refining a prompt until it produces the desired result for a management report.
Streamlining Writing and Summarization
- Automating Email Drafting and Responses
- Generating professional email drafts efficiently.
- Creating automated, personalized responses for common inquiries.
- Summarizing and Analyzing Documents
- Condensing meeting notes, articles, and lengthy documents.
- Identifying key points and actionable items from complex texts.
- Practical Exercise: Using ChatGPT to summarize a document and draft a corresponding email reply.
Microsoft 365 Copilot in Excel
- Introduction to Copilot in Excel
- Exploring the interface and understanding its capabilities.
- Crafting effective prompts for data analysis tasks.
- Data Analysis and Visualization
- Instructing Copilot to examine large datasets.
- Automatically generating charts, pivot tables, and visual insights.
- Forecasting and Reporting
- Utilizing Copilot to create forecasts based on historical trends.
- Drafting reports directly from spreadsheet data.
- Practical Exercise: Analyzing a sales dataset, generating a forecast, and creating a visual chart with Copilot.
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation structures from Word documents or text outlines.
- Enhancing slides with design suggestions, relevant imagery, and content restructuring.
- Practical Exercise: Developing a comprehensive project presentation using Copilot.
- Copilot in Outlook
- Composing and simplifying professional emails.
- Inbox management: summarizing long threads and prioritizing critical messages.
- Practical Exercise: Instructing Copilot to summarize an email chain and draft a concise response.
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Settings
- Integrating Copilot with SharePoint and Microsoft Fabric.
- Automating routine tasks and complex business processes.
- Data Governance and Security
- Ethical implications and privacy considerations when employing AI tools.
- Best practices for managing sensitive information.
- Practical Exercise: Designing a basic team workflow automation using Copilot within SharePoint.
- Closing Session and Q&A: Exploring the future of AI in the workplace and identifying resources for ongoing development.
Requirements
- Familiarity with core Microsoft 365 applications.
- Practical experience with standard productivity or office management tasks.
- No previous experience with AI tools is necessary.
Target Audience
- Office professionals and productivity-focused 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.
