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 Duration 15 hours

Course Outline

AI Foundations for Workplace Productivity

  • The Essence of Generative AI
    • A concise overview of the history and progression 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 "personas"
  • Hands-On Activity: Creating an initial draft using ChatGPT

Mastering Prompt Engineering

  • Deconstructing Effective Prompts
    • Essential elements: task definition, context, role assignment, output format, and tone
    • Tactics for "ask and refine" prompting styles
  • Advanced Prompting Strategies
    • Chain-of-Thought: Directing the AI to reason through problems step-by-step
    • Few-Shot Prompting: Providing examples to calibrate accuracy
    • Refinement cycles: The critical path to precise and accurate outputs
  • Hands-On Activity: Iteratively refining a prompt to achieve specific goals for a management report

Streamlining Writing and Summarization

  • Automating Email Composition and Responses
    • Producing polished, professional email drafts
    • Streamlining both routine and personalized replies
  • Summarizing and Analyzing Documents
    • Condensing meeting notes, articles, and lengthy reports
    • Identifying key insights and action items from dense text
  • Hands-On Activity: Employing ChatGPT to summarize a document and draft a corresponding email response

Microsoft 365 Copilot within Excel

  • Overview of Copilot in Excel
    • Exploring the interface and understanding its full range of capabilities
    • Crafting effective prompts for data interrogation
  • Data Interpretation and Visualization
    • Enabling Copilot to process and analyze extensive datasets
    • Automatic generation of charts, pivot tables, and visual representations
  • Prediction and Reporting
    • Generating forecasts from historical data trends using Copilot
    • Drafting reports directly from spreadsheet insights
  • Hands-On Activity: Analyzing a sales dataset, projecting future trends, and creating visual charts with Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation frameworks from Word documents or text outlines
    • Enhancing slides: design recommendations, image selection, and content structuring
    • Hands-On Activity: Assembling a complete project presentation using Copilot
  • Copilot in Outlook
    • Writing and simplifying professional correspondence
    • Inbox management: Condensing long email threads and highlighting priority messages
    • Hands-On Activity: Instructing Copilot to summarize an email thread and draft a brief reply

Integration and Sophisticated Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and core business processes
  • Data Governance and Security
    • Ethical perspectives and privacy protocols when utilizing AI tools
    • Best practices for managing sensitive information
  • Hands-On Activity: Developing a basic team workflow automation using Copilot in SharePoint
  • Conclusion and Q&A: Exploring the future trajectory of AI in the workplace and resources for ongoing development

Requirements

  • Familiarity with core Microsoft 365 applications
  • Practical experience in routine productivity or office administrative tasks
  • No previous background with AI tools is necessary

Target Audience

  • Office workers and efficiency-focused professionals
  • Project managers and team coordinators
  • Teams looking to embed AI capabilities into their daily operations

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