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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
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation