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Course Outline

AI Foundations for Productivity

  • Understanding Generative AI
    • Tracing the historical development and evolution of language models
    • Gaining insight into Large Language Models (LLMs)
    • Evaluating the potential and constraints of platforms like ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the user interface
    • Grasping core concepts such as temperature, context, and persona definition
  • Hands-On Practice: Creating an initial draft using ChatGPT

The Discipline of Prompt Engineering

  • Anatomy of High-Performance Prompts
    • Structuring prompts with clear tasks, context, roles, formats, and tones
    • Applying iterative "ask and refine" methodologies
  • Advanced Prompting Strategies
    • Chain-of-Thought reasoning: guiding the AI through logical steps
    • Few-Shot Prompting: utilizing examples to sharpen output precision
    • Refinement cycles: the critical path to accurate and desired results
  • Hands-On Practice: Iteratively refining prompts to produce a polished management report

Automating Writing and Summarization

  • Email Creation and Response Automation
    • Crafting professional email drafts effortlessly
    • Automating standard and personalized responses
  • Document Synthesis and Analysis
    • Condensing meeting notes, articles, and lengthy documents
    • Identifying key takeaways and action items from dense texts
  • Hands-On Practice: Summarizing a document and generating a corresponding email reply via ChatGPT

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Exploring the interface and understanding its analytical capabilities
    • Developing effective prompts for data interpretation
  • Data Analysis and Visualization
    • Tasking Copilot with processing large data volumes
    • Automatic generation of charts, pivot tables, and visual representations
  • Forecasting and Reporting
    • Leveraging historical data for predictive modeling with Copilot
    • Drafting comprehensive reports directly from spreadsheet insights
  • Hands-On Practice: Analyzing sales data, generating forecasts, and creating visual charts using Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation frameworks from Word documents or text outlines
    • Enhancing slide decks with design recommendations, relevant imagery, and content restructuring
    • Hands-On Practice: Developing a complete project presentation using Copilot
  • Copilot in Outlook
    • Drafting and simplifying professional correspondence
    • Optimizing inbox management by summarizing threads and prioritizing critical messages
    • Hands-On Practice: Summarizing an email thread and drafting a concise response with Copilot

Integration and Advanced Workflows

  • AI Agent Workflows in Enterprise Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and complex business processes
  • Data Stewardship and Security
    • Navigating ethical implications and privacy standards in AI utilization
    • Adopting best practices for securing sensitive information
  • Hands-On Practice: Architecting a team workflow automation process using Copilot in SharePoint
  • Wrap-up and Q&A: Exploring the future trajectory of AI in the workplace and identifying resources for ongoing professional development

Requirements

  • Familiarity with core Microsoft 365 applications
  • Proficiency in foundational productivity and office management routines
  • No prior exposure to AI tools is necessary

Target Audience

  • Office professionals and productivity-focused specialists
  • Project managers and team coordinators
  • Organizations seeking to embed AI into their daily operational rhythms
 15 Hours

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