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 Duration 15 hours

Course Outline

Essentials of AI-Driven Productivity

  • Exploring Generative AI
    • Overview of the history and progression of language models
    • Gaining insight into Large Language Models (LLMs)
    • Evaluating the strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the user interface
    • Core concepts: temperature settings, context management, and defining "personas"
  • Hands-on Activity: Creating an initial draft using ChatGPT

The Science of Prompt Engineering

  • Deconstructing High-Performance Prompts
    • Essential elements: task definition, context, role assignment, formatting, and tone
    • Techniques for iterative "ask and refine" prompting
  • Sophisticated Prompting Strategies
    • Chain-of-Thought: Directing AI to reason logically step-by-step
    • Few-Shot Prompting: Utilizing examples to sharpen outcomes
    • Iterative refinement: The critical path to precise and accurate results
  • Hands-on Activity: Iteratively refining a prompt to generate a targeted management report

Streamlining Writing and Summarization

  • Automating Email Composition and Responses
    • Generating polished professional email drafts
    • Automating standard and personalized replies
  • Summarizing and Analyzing Documents
    • Condensing meeting notes, articles, and extensive documents
    • Identifying critical points and actionable items from dense texts
  • Hands-on Activity: Employing ChatGPT to condense a document and craft an email response

Integrating Microsoft 365 Copilot into Excel

  • Introduction to Excel Copilot
    • Familiarizing with the interface and its functional capabilities
    • Crafting effective prompts for data interpretation
  • Data Interpretation and Visual Representation
    • Instructing Copilot to process extensive datasets
    • Automatic generation of charts, pivot tables, and visual aids
  • Prediction and Reporting
    • Utilizing Copilot to derive forecasts from historical data
    • Drafting reports based on spreadsheet insights
  • Hands-on Activity: Applying Copilot to evaluate sales data, generate predictions, and produce charts

Microsoft 365 Copilot in PowerPoint and Outlook

  • PowerPoint Integration
    • Creating presentation frameworks from Word documents or text drafts
    • Enhancing slides with design tips, relevant imagery, and content restructuring
    • Hands-on Activity: Building a comprehensive project presentation with Copilot
  • Outlook Integration
    • Drafting and simplifying professional correspondence
    • Inbox management: Summarizing long threads and prioritizing key messages
    • Hands-on Activity: Requesting Copilot to summarize an email chain and draft a concise reply

Advanced Integration and Workflows

  • Enterprise AI Agent Processes
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and core business procedures
  • Data Stewardship and Security
    • Navigating ethical implications and privacy concerns in AI usage
    • Best practices for managing confidential information
  • Hands-on Activity: Designing a basic team workflow automation within SharePoint using Copilot
  • Conclusion and Q&A: Exploring the future of workplace AI and resources for ongoing professional development

Requirements

  • Familiarity with core Microsoft 365 applications
  • Practical experience with routine productivity or office management duties
  • No prior expertise in AI tools is necessary

Target Audience

  • Office workers and productivity-focused specialists
  • Project managers and coordination leads
  • Teams seeking to incorporate AI into their daily operational routines

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