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Duration 15 hours
Course Outline
Essentials of AI for Productivity
- The Basics of Generative AI
- A brief overview of the history and evolution of language models.
- Comprehending Large Language Models (LLMs).
- Exploring the strengths and constraints of tools such as ChatGPT.
- Getting Started with ChatGPT
- Setting up your account and navigating the interface.
- Core concepts: temperature settings, context management, and defining 'persona'.
- Practical Exercise: Creating an initial draft using ChatGPT.
Mastering Prompt Engineering
- Structure of Effective Prompts
- Essential elements: defining the task, providing context, assigning a role, specifying format, and setting tone.
- Tactics for 'ask and refine' prompting strategies.
- Advanced Prompting Methods
- Chain-of-Thought: guiding the AI to reason logically step by step.
- Few-Shot Prompting: using examples to sharpen results.
- Iterative refinement: the critical factor in achieving precise outputs.
- Practical Exercise: Refining a prompt iteratively to produce the desired result for a management report.
Streamlining Writing and Summarization
- Email Drafting and Response Automation
- Creating professional email drafts efficiently.
- Automating standard and personalized responses.
- Document Summarization and Analysis
- Condensing meeting minutes, articles, and lengthy documents.
- Identifying key takeaways and action items from complex texts.
- Practical Exercise: Using ChatGPT to summarize a document and compose an email response.
Microsoft 365 Copilot in Excel
- Introduction to Copilot in Excel
- Familiarizing yourself with the interface and its features.
- Crafting effective prompts for data analysis.
- Data Analysis and Visualization
- Requesting analysis of large datasets via Copilot.
- Automatically generating charts, pivot tables, and visual aids.
- Forecasting and Reporting
- Utilizing Copilot to generate forecasts from historical data.
- Drafting reports directly from spreadsheet data.
- Practical Exercise: Analyzing a sales dataset, generating a forecast, and creating a chart using Copilot.
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation frameworks from Word documents or text notes.
- Enhancing slides: design recommendations, image selection, and content restructuring.
- Practical Exercise: Using Copilot to build a complete project presentation.
- Copilot in Outlook
- Drafting and simplifying professional emails.
- Inbox management: summarizing long threads and prioritizing critical messages.
- Practical Exercise: Asking Copilot to summarize an email chain and draft a concise reply.
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric.
- Automating repetitive tasks and business processes.
- Information Management and Security
- Ethical considerations and privacy protocols for AI usage.
- Best practices for managing sensitive data.
- Practical Exercise: Designing a basic team workflow automation using Copilot in SharePoint.
- Conclusion and Q&A: Discussing the future of AI in the workplace and resources for ongoing learning.
Requirements
- Proficiency in using Microsoft 365 applications.
- Familiarity with fundamental productivity or office management tasks.
- No prior experience with AI tools is necessary.
Target Audience
- Office professionals and productivity experts.
- Project managers and coordinators.
- Teams looking to embed AI into their daily operations.
Testimonials (1)
correct way of prompting and including guardrails in instructions.
