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Course Outline

Foundations of AI for Productivity

  • The Role of Generative AI
    • An overview of the history and development of language models
    • Concepts behind Large Language Models (LLMs)
    • The strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Core concepts: temperature, context, and persona definition
  • Hands-on Activity: Creating a first draft using ChatGPT

Mastering Prompt Engineering

  • Deconstructing Effective Prompts
    • Essential elements: task definition, context, role, format, and tone
    • Techniques for 'ask and refine' prompting strategies
  • Sophisticated Prompting Methods
    • Chain-of-Thought: Guiding AI to think logically step-by-step
    • Few-Shot Prompting: Using examples to guide output quality
    • Iterative refinement: The critical process for achieving precise results
  • Hands-on Activity: Iteratively refine a prompt to generate a desired management report

Streamlining Writing and Summarization

  • Automating Email Composition and Responses
    • Creating professional email drafts
    • Automating standard and personalized replies
  • Summarizing and Analyzing Documents
    • Distilling meeting minutes, articles, and lengthy documents
    • Identifying key takeaways and action items from complex content
  • Hands-on Activity: Summarize a document with ChatGPT and draft a corresponding email response

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Exploring the interface and its analytical capabilities
    • Crafting effective prompts for data interpretation
  • Data Interpretation and Visualization
    • Instructing Copilot to process large datasets
    • Auto-generating charts, pivot tables, and visual representations
  • Predictive Analysis and Reporting
    • Leveraging Copilot to create forecasts from historical data
    • Drafting reports directly from spreadsheet insights
  • Hands-on Activity: Analyze a sales dataset with Copilot, produce a forecast, and generate a chart

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Building presentation frameworks from Word documents or text outlines
    • Enhancing slides: Design tweaks, image suggestions, and content restructuring
    • Hands-on Activity: Develop a full project presentation using Copilot
  • Copilot in Outlook
    • Composing and refining professional emails
    • Inbox management: Condensing long threads and prioritizing key messages
    • Hands-on Activity: Summarize an email chain with Copilot and draft a concise reply

Integration and Advanced Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and operational processes
  • Data Governance and Security
    • Ethical implications and privacy standards for AI usage
    • Best practices for managing sensitive information
  • Hands-on Activity: Design a basic team workflow automation using Copilot within SharePoint
  • Wrap-up and Q&A: Exploring the future of AI in the workplace and resources for ongoing development

Requirements

  • Familiarity with core Microsoft 365 applications
  • Background in basic productivity or office management functions
  • No previous experience with AI tools is necessary

Intended Audience

  • Corporate professionals and productivity experts
  • Project managers and coordinators
  • Teams seeking to embed AI into their daily operations
 15 Hours

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