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Course Outline
Fundamentals of AI for Productivity
- What is Generative AI?
- A concise overview of the history and evolution of language models
- Understanding the mechanics of Large Language Models (LLMs)
- Exploring the capabilities and inherent limitations of tools such as ChatGPT
- Introduction to ChatGPT
- Setting up accounts and navigating the user interface
- Key conceptual elements: temperature, context, and persona definition
- Practical Exercise: Generating your first draft using ChatGPT
The Art of Prompt Engineering
- Anatomy of an Effective Prompt
- Core components: defining task, context, role, format, and tone
- Strategies for employing "ask and improve" prompting methods
- Advanced Prompting Techniques
- Chain-of-Thought: Techniques for guiding AI step-by-step reasoning
- Few-Shot Prompting: Using examples to refine and direct results
- Iteration and refinement: Essential for achieving precise and accurate outputs
- Practical Exercise: Iterating a prompt until it produces the desired result for a management report
Automating Writing and Summarization Tasks
- Email Drafting and Response Automation
- Creating professional email drafts efficiently
- Automating common responses and personalized replies
- Document Summarization and Analysis
- Condensing meeting minutes, articles, and lengthy documents
- Extracting critical points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and draft an email response
Microsoft 365 Copilot in Excel
- Introduction to Copilot in Excel
- Understanding the interface and exploring its analytical capabilities
- Crafting effective prompts for in-depth data analysis
- Data Analysis and Visualization
- Instructing Copilot to process and analyze large datasets
- Automating the generation of charts, pivot tables, and visual representations
- Forecasting and Reporting
- Utilizing Copilot to generate forecasts based on historical data trends
- Drafting reports directly from spreadsheet information
- Practical Exercise: Using Copilot to analyze a sales dataset, generate a forecast, and produce a chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation structures from Word documents or text drafts
- Enhancing slides through design suggestions, relevant imagery, and content restructuring
- Practical Exercise: Using Copilot to create a complete presentation about a project
- Copilot in Outlook
- Composing and refining professional emails
- Managing the inbox by summarizing long threads and prioritizing key messages
- Practical Exercise: Asking Copilot to summarize an email chain and produce a concise reply
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Environments
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and complex business processes
- Information Management and Security
- Ethical considerations and privacy protocols when utilizing AI tools
- Best practices for the secure handling of sensitive data
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
- Closing and Q&A: A discussion on the future of AI in the workplace and resources for continuous professional development
Requirements
- Proficiency in Microsoft 365 applications
- Practical experience with foundational productivity or office management duties
- No previous hands-on experience with AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams aiming to integrate AI into their daily operational workflows
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
