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 Duration 15 hours

Course Outline

Foundations of AI-Driven Productivity

  • Understanding Generative AI
    • A concise overview of the history and progression of language models
    • Comprehending Large Language Models (LLMs)
    • Evaluating the strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts 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

  • The Structure of High-Impact Prompts
    • Essential elements: defining the task, context, role, output format, and tone
    • Techniques for iterative "ask and refine" prompting
  • Sophisticated Prompting Methods
    • Chain-of-Thought reasoning: Guiding the AI to think through problems logically
    • Few-Shot Prompting: Providing examples to sharpen accuracy
    • Iterative refinement: The critical step for obtaining precise results
  • Hands-On Activity: Refining a prompt iteratively to produce a desired management report

Streamlining Writing and Summarization

  • Automating Email Composition and Responses
    • Creating polished, professional email drafts
    • Automating standard and customized replies
  • Condensing and Analyzing Documents
    • Distilling meeting notes, articles, and lengthy documents into key summaries
    • Identifying critical points and action items from complex texts
  • Hands-On Activity: Utilizing ChatGPT to summarize a document and craft a corresponding email response

Leveraging Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Familiarizing yourself with the interface and its functional capabilities
    • Crafting effective prompts for data interpretation
  • Data Analysis and Visual Representation
    • Directing Copilot to examine extensive datasets
    • Automatically generating charts, pivot tables, and visual aids
  • Predictive Analysis and Reporting
    • Using Copilot to generate forecasts from historical data
    • Creating draft reports based on spreadsheet insights
  • Hands-On Activity: Analyzing a sales dataset, generating a forecast, and creating a visual chart with Copilot

Integrating Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot within PowerPoint
    • Building presentation outlines from Word documents or text notes
    • Enhancing slides: Design optimization, image suggestions, and content restructuring
    • Hands-On Activity: Using Copilot to develop a comprehensive project presentation
  • Copilot within Outlook
    • Drafting and refining professional correspondence
    • Inbox management: Summarizing lengthy threads and highlighting priority messages
    • Hands-On Activity: Instructing Copilot to summarize an email thread and generate a brief reply

Enterprise Integration and Advanced Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating recurring duties and business procedures
  • Data Stewardship and Security
    • Ethical implications and privacy protocols when deploying AI tools
    • Best practices for managing sensitive information
  • Hands-On Activity: Designing a basic team workflow automation using Copilot in SharePoint
  • Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing professional development

Requirements

  • Proficiency in core Microsoft 365 applications
  • Familiarity with fundamental productivity or office administration duties
  • No previous experience with AI tools is necessary

Target Audience

  • Office professionals and efficiency specialists
  • Project managers and coordination leads
  • Teams looking to embed AI into their daily operational routines

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