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Course Outline
AI Foundations for Productivity
- Understanding Generative AI
- An overview of the evolution of language models.
- Grasping the concept of Large Language Models (LLMs).
- Evaluating the strengths and constraints of tools like ChatGPT.
- Getting Started with ChatGPT
- Account configuration and navigating the interface.
- Core concepts: temperature settings, context windows, and defining 'personas'.
- Practical Exercise: Creating a first draft using ChatGPT.
Mastering Prompt Engineering
- Structure of High-Impact Prompts
- Essential elements: defining the task, providing context, assigning roles, specifying format, and setting tone.
- Tactics for iterative 'ask and improve' interactions.
- Sophisticated Prompting Strategies
- Chain-of-Thought: Guiding the AI through logical, step-by-step reasoning.
- Few-Shot Prompting: Using specific examples to refine outcomes.
- Iterative refinement: The crucial step for achieving precise results.
- Practical Exercise: Refining a prompt to generate a desired management report.
Automating Writing and Summarization
- Email Composition and Response Automation
- Creating polished, professional email drafts.
- Automating standard and personalized replies.
- Document Summarization and Insight Extraction
- Condensing meeting notes, articles, and lengthy documents.
- Identifying key takeaways and action items from complex texts.
- Practical Exercise: Using ChatGPT to summarize a document and draft a corresponding email response.
Microsoft 365 Copilot in Excel
- Overview of Copilot in Excel
- Familiarizing with the interface and feature set.
- Creating effective prompts for data interpretation.
- Data Analysis and Visualization
- Directing Copilot to interpret large datasets.
- Auto-generating charts, pivot tables, and visual aids.
- Forecasting and Reporting
- Generating forecasts based on historical trends.
- Drafting reports directly from spreadsheet data.
- Practical Exercise: Analyzing a sales dataset, producing a forecast, and creating visual charts using Copilot.
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation frameworks from Word documents or text outlines.
- Enhancing slides with design suggestions, relevant imagery, and content restructuring.
- Practical Exercise: Developing a complete project presentation using Copilot.
- Copilot in Outlook
- Drafting and simplifying professional correspondence.
- Inbox management: Condensing long threads and prioritizing critical messages.
- Practical Exercise: Requesting a summary of an email chain and a concise reply from Copilot.
Integration and Advanced Workflows
- AI Agent Workflows in Corporate Settings
- Connecting Copilot with SharePoint and Microsoft Fabric.
- Automating repetitive tasks and business processes.
- Information Governance and Security
- Ethical guidelines and privacy considerations when deploying AI.
- Best practices for managing sensitive corporate data.
- Practical Exercise: 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 learning.
Requirements
- Proficiency in using core Microsoft 365 applications.
- Familiarity with fundamental productivity and office management tasks.
- No previous experience with AI tools is necessary.
Target Audience
- Office professionals and productivity specialists.
- Project managers and team coordinators.
- Teams aiming to integrate AI into their daily operational routines.
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
