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Course Outline

Module 1: AI Fundamentals for Productivity (2 hours)

  • Understanding Generative AI
    • Overview of the history and evolution of language models
    • Comprehending Large Language Models (LLMs)
    • Exploring the capabilities and limitations of tools such as ChatGPT
  • Introduction to ChatGPT
    • Setting up accounts and navigating the interface
    • Core concepts: temperature, context, and persona
  • Practical Exercise: Creating a first draft with ChatGPT

Module 2: Mastering Prompt Engineering (3 hours)

  • Anatomy of an Effective Prompt
    • Essential components: task, context, role, format, and tone
    • Techniques for iterative "ask and improve" prompts
  • Advanced Prompting Techniques
    • Chain-of-Thought: guiding the AI through step-by-step reasoning
    • Few-Shot Prompting: providing examples to refine results
    • Iteration and refinement: essential for achieving precise outputs
  • Practical Exercise: Iterating a prompt to achieve the desired outcome for a management report

Module 3: Automating Writing and Summarization (2 hours)

  • Email Drafting and Response Automation
    • Generating professional email drafts
    • Automating common and personalized replies
  • Document Summarization and Analysis
    • Summarizing meeting minutes, articles, and lengthy documents
    • Extracting key points and action items from complex texts
  • Practical Exercise: Using ChatGPT to summarize a document and generate an email reply

Module 4: Microsoft 365 Copilot in Excel (3 hours)

  • Introduction to Copilot in Excel
    • Understanding the interface and its functionalities
    • Crafting effective prompts for data analysis
  • Data Analysis and Visualization
    • Instructing Copilot to analyze large datasets
    • Automatically generating charts, pivot tables, and visualizations
  • Forecasting and Reporting
    • Using Copilot to create forecasts based on historical data
    • Generating draft reports from spreadsheet information
  • Practical Exercise: Utilizing Copilot to analyze a sales dataset, generate a forecast, and create a chart

Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)

  • Copilot in PowerPoint
    • Generating presentation structures from Word documents or text drafts
    • Enhancing slides with design suggestions, relevant images, and content reorganization
    • Practical Exercise: Using Copilot to build a complete project presentation
  • Copilot in Outlook
    • Composing and simplifying professional emails
    • Managing the inbox: summarizing long threads and prioritizing key messages
    • Practical Exercise: Asking Copilot to summarize an email chain and produce a concise reply

Module 6: Integration and Advanced Workflows (2 hours)

  • AI Agent Workflows in Enterprise Environments
    • Integrating Copilot with SharePoint and Microsoft Fabric
    • Automating recurring tasks and business processes
  • Information Management and Security
    • Ethical considerations and privacy when using AI tools
    • Best practices for handling sensitive data
  • Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
  • Closing and Q&A: Discussing the future of AI in the workplace and resources for continuous learning

Requirements

  • Proficiency in using Microsoft 365 applications
  • Experience with fundamental productivity or office management tasks
  • No prior experience with AI tools is necessary

Target Audience

  • Office professionals and productivity specialists
  • Project managers and coordinators
  • Teams looking to incorporate AI into their daily operations
 15 Hours

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