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Course Outline
Module 1: AI Fundamentals for Productivity (2 hours)
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Understanding Generative AI:
- Overview of the history and evolution of language models
- Grasping the concept of Large Language Models (LLMs)
- Exploring the capabilities and limitations of tools like ChatGPT
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Getting Started with ChatGPT:
- Account setup and navigating the interface
- Core concepts: temperature, context window, and persona adoption
- Practical Exercise: Creating your first draft with ChatGPT
Module 2: Mastering Prompt Engineering (3 hours)
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Deconstructing an Effective Prompt:
- Essential elements: task, context, role, format, and tone
- Techniques for iterative 'ask and improve' prompts
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Advanced Prompting Strategies:
- Chain-of-Thought: Guiding the AI through step-by-step reasoning
- Few-Shot Prompting: Using examples to refine results
- Iteration and refinement: The path to precise outputs
- Practical Exercise: Refining a prompt until the desired outcome for a management report is achieved
Module 3: Automating Writing and Summarization (2 hours)
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Email Drafting and Response Automation:
- Generating professional email drafts
- Automating standard and personalized replies
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Document Summarization and Analysis:
- Condensing meeting minutes, articles, and lengthy documents
- Extracting key insights and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and generate a corresponding email reply
Module 4: Microsoft 365 Copilot in Excel (3 hours)
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Introduction to Copilot in Excel:
- Understanding the interface and its capabilities
- Crafting effective prompts for data analysis
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Data Analysis and Visualization:
- Requesting Copilot to analyze large datasets
- Automatically generating charts, pivot tables, and visualizations
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Forecasting and Reporting:
- Using Copilot to create forecasts based on historical data
- Producing draft reports directly from spreadsheet information
- Practical Exercise: Using Copilot to analyze a sales dataset, generate a forecast, and create a chart
Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)
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Copilot in PowerPoint:
- Building presentation structures from Word documents or text drafts
- Enhancing slides with design suggestions, relevant images, and content reorganization
- Practical Exercise: Creating a complete presentation on a project using Copilot
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Copilot in Outlook:
- Composing and simplifying professional emails
- Inbox management: summarizing long threads and prioritizing key messages
- Practical Exercise: Asking Copilot to summarize an email chain and draft a concise reply
Module 6: Integration and Advanced Workflows (2 hours)
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AI Agent Workflows in Enterprise Settings:
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
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Information Management and Security:
- Ethical considerations and privacy when utilizing AI tools
- Best practices for managing sensitive data
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
- Closing and Q&A: Discussing the future of AI in the workplace and identifying resources for ongoing learning
Requirements
- Familiarity with Microsoft 365 applications
- Experience with fundamental productivity or office management duties
- No prior exposure to AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams incorporating AI into their daily operations
15 Hours
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
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