Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Module 1: Fundamentals of AI for Productivity (2 hours)
-
Understanding Generative AI
- A brief history and evolution of language models
- Grasping the concept of Large Language Models (LLMs)
- Exploring the capabilities and limitations of tools like ChatGPT
-
Getting Started with ChatGPT
- Setting up an account and navigating the interface
- Key concepts: temperature settings, context management, and persona definition
- Practical Exercise: Creating a First Draft with ChatGPT
Module 2: The Art of Prompt Engineering (3 hours)
-
Deconstructing an Effective Prompt
- Core components: task definition, context, role assignment, format, and tone
- Strategies for iterative "ask and improve" prompts
-
Advanced Prompting Techniques
- Chain-of-Thought: Guiding the AI through step-by-step reasoning
- Few-Shot Prompting: Using examples to refine results
- Iteration and refinement: The secret to obtaining precise outputs
- Practical Exercise: Refining a Prompt for a Management Report until the desired result is achieved
Module 3: Automating Writing and Summarization Tasks (2 hours)
-
Email Drafting and Response Automation
- Generating professional email drafts
- Automating both standard and personalized replies
-
Document Summarization and Analysis
- Summarizing meeting minutes, articles, and lengthy documents
- Extracting key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and generate an email reply
Module 4: Microsoft 365 Copilot in Excel (3 hours)
-
Introduction to Copilot in Excel
- Understanding the interface and its core capabilities
- Crafting effective prompts for data analysis
-
Data Analysis and Visualization
- Instructing Copilot to analyze large datasets
- Automatically generating charts, pivot tables, and visualizations
-
Forecasting and Reporting
- Using Copilot to produce forecasts based on historical data
- Generating 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)
-
Leveraging Copilot in PowerPoint
- Creating presentation skeletons from Word documents or text drafts
- Enhancing slides with design suggestions, relevant images, and content reorganization
- Practical Exercise: Using Copilot to build a complete project presentation
-
Leveraging Copilot in Outlook
- Composing and simplifying professional emails
- Managing the inbox by summarizing long threads and prioritizing important messages
- Practical Exercise: Asking Copilot to summarize an email chain and draft a concise reply
Module 6: Integration and Advanced Workflows (2 hours)
-
AI Agent Workflows in Enterprise Environments
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
-
Information Management and Security
- Ethical considerations and privacy concerns when using AI tools
- Best practices for handling sensitive data securely
- 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 exploring resources for continuous learning
Requirements
- Familiarity with Microsoft 365 applications
- Experience in basic productivity or office management tasks
- No prior exposure to AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams looking to incorporate 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.
Course - Agentic AI for Business Automation: Use Cases & Integration
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
