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Course Outline
Core AI Concepts for Productivity
- The Nature of Generative AI
- A concise overview of the history and progression of language models
- Gaining insight into Large Language Models (LLMs)
- The strengths and constraints of tools such as ChatGPT
- Getting Started with ChatGPT
- Setting up accounts and navigating the interface
- Essential concepts: temperature, context, and "persona"
- Hands-On Task: Creating a first draft with ChatGPT
Mastering Prompt Engineering
- Structure of an Effective Prompt
- Essential elements: task, context, role, format, and tone
- Tactics for "ask and improve" prompting styles
- Sophisticated Prompting Strategies
- Chain-of-Thought: Directing AI to reason sequentially
- Few-Shot Prompting: Providing examples to enhance precision
- Iteration and refinement: Critical steps for achieving accurate outputs
- Hands-On Task: Refining a prompt to achieve specific results for a management report
Streamlining Writing and Summarization
- Email Drafting and Response Automation
- Producing professional email drafts
- Automating standard and customized responses
- Document Summarization and Insight Extraction
- Condensing meeting notes, articles, and lengthy documents
- Identifying key takeaways and action items from dense texts
- Hands-On Task: Using ChatGPT to summarize a document and draft a response email
Microsoft 365 Copilot in Excel
- Overview of Copilot in Excel
- Exploring the interface and its functional range
- Creating effective prompts for data analysis
- Data Analysis and Visualization
- Requesting analysis of extensive datasets from Copilot
- Automatically generating charts, pivot tables, and visual representations
- Prediction and Reporting
- Generating forecasts using historical data via Copilot
- Drafting reports based on spreadsheet contents
- Hands-On Task: Analyzing a sales dataset, creating a forecast, and building a chart using Copilot
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Creating presentation structures from Word documents or text drafts
- Enhancing slides with design tips, relevant imagery, and content restructuring
- Hands-On Task: Building a full project presentation using Copilot
- Copilot in Outlook
- Drafting and simplifying professional emails
- Inbox management: Summarizing long threads and prioritizing key messages
- Hands-On Task: Using 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 recurring duties and business processes
- Data Governance and Security
- Ethical implications and privacy considerations when using AI
- Best practices for managing sensitive information
- Hands-On Task: Designing a basic team workflow automation with Copilot in SharePoint
- Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning
Requirements
- Familiarity with core Microsoft 365 applications
- Experience handling basic productivity or office management duties
- No prior expertise in AI tools is necessary
Target Audience
- Office professionals and efficiency specialists
- Project managers and coordinators
- Teams seeking to integrate AI into their daily operations
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
