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Duration 15 hours
Course Outline
Core AI Concepts for Enhanced Productivity
- Understanding Generative AI
- An overview of the history and development of language models
- Gaining insight into Large Language Models (LLMs)
- Exploring the strengths and boundaries of tools such as ChatGPT
- Getting Started with ChatGPT
- Setting up your account and navigating the user interface
- Key concepts: temperature settings, context windows, and defining a "persona"
- Practical Exercise: Creating an initial draft using ChatGPT
Mastery in Prompt Engineering
- Deconstructing an Effective Prompt
- Essential elements: task definition, context, role assignment, format, and tone
- Techniques for iterative "ask and refine" prompting
- Advanced Prompting Strategies
- Chain-of-Thought: Directing the AI to reason through problems step by step
- Few-Shot Prompting: Providing examples to calibrate and improve results
- Iteration and Refinement: The critical process for achieving precise and accurate outputs
- Practical Exercise: Iteratively refine a prompt to generate a high-quality management report
Streamlining Writing and Summarization
- Automating Email Drafting and Responses
- Crafting professional email drafts efficiently
- Automating both standard and personalized replies
- Document Summarization and Insight Extraction
- Condensing meeting notes, articles, and extensive documents
- Identifying critical points and actionable items from dense text
- Practical Exercise: Use ChatGPT to summarize a document and draft a corresponding email response
Leveraging Microsoft 365 Copilot in Excel
- Getting Started with Copilot in Excel
- Familiarizing yourself with the interface and its core capabilities
- Crafting effective prompts for data interpretation
- Automating Data Analysis and Visualization
- Commanding Copilot to process large datasets
- Generating charts, pivot tables, and visual insights automatically
- Forecasting and Report Generation
- Utilizing Copilot to create forecasts based on historical trends
- Drafting reports directly from spreadsheet data
- Practical Exercise: Analyze a sales dataset, generate a forecast, and create a visual chart using Copilot
Enhancing PowerPoint and Outlook with Microsoft 365 Copilot
- Copilot in PowerPoint
- Generating presentation structures from Word documents or text outlines
- Optimizing slides with design recommendations, relevant imagery, and content reorganization
- Practical Exercise: Create a complete project presentation using Copilot
- Copilot in Outlook
- Composing and refining professional emails
- Inbox management: Summarizing long threads and prioritizing critical messages
- Practical Exercise: Use Copilot to summarize an email chain and draft a concise reply
Integration and Sophisticated Workflows
- Implementing AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and complex business processes
- Information Governance and Security
- Ethical considerations and privacy best practices when deploying AI tools
- Protocols for handling sensitive data securely
- Practical Exercise: Design a basic team workflow automation using Copilot within SharePoint
- Conclusion and Q&A: Discussing the future of AI in the workplace and resources for ongoing professional development
Requirements
- Familiarity with core Microsoft 365 applications
- Hands-on experience with standard productivity and office management functions
- No previous background in AI tools is necessary
Target Audience
- Corporate professionals and productivity-focused specialists
- Project managers and operational coordinators
- Teams looking to embed AI capabilities into their daily operations
Testimonials (1)
correct way of prompting and including guardrails in instructions.