Course Outline
Module 1: Fundamentals & Daily Applications (9:00 AM – 10:30 AM)
· The Copilot Ecosystem: Exploring its presence in Windows, the Web, and Microsoft 365 applications.
· Essential Prompt Engineering: Techniques for crafting prompts that yield precise, context-aware results.
· Common Use Cases: How others leverage Copilot in their daily work.
o Real-world case studies from Finance, Banking, Administration, and Sales.
o Identifying immediate opportunities for quick wins in your specific role.
· Data Privacy & Security: Best practices for safeguarding sensitive corporate data when using AI.
Module 2: Document Analysis & Presentation Creation (10:45 AM – 12:30 PM)
· Streamlining Document Review:
o Summarizing extensive PDFs, Word documents, and SharePoint files.
o Extracting critical data points, identifying risks, and pinpointing action items.
o Drafting replies, memos, or executive summaries directly from source documents.
· Presentation Development:
o Generating complete PowerPoint decks from a single prompt or an existing Word document.
o Enhancing current slides by rewriting text, generating imagery, and creating speaker notes.
o Transforming raw data into engaging charts and visual layouts.
· Practical Application: Convert a long-form report into a concise 5-slide executive presentation.
Module 3: Productivity Systems & Automation (1:30 PM – 3:00 PM)
· Automating Routine Workflows:
o Utilizing Copilot in Outlook for email sorting and drafting.
o Applying Copilot in Excel for data analysis, formula creation, and formatting.
o Leveraging Copilot in Teams for meeting recaps and chat summaries.
· Establishing Efficiency Setups:
o Configuring reusable prompts and templates.
o Integrating Copilot with Power Automate for simple workflow triggers.
o Scheduling automated reports and reminders.
· Practical Application: Construct a daily automation workflow, such as automatically summarizing morning emails and generating a to-do list.
Module 4: Managing Follow-Ups & Priorities (3:15 PM – 4:15 PM)
· AI-Driven Prioritization:
o Consolidating emails, chats, and tasks into one prioritized list.
o Using Copilot to distinguish urgent tasks from important ones based on context.
o Monitoring action items from meetings and assigning follow-ups.
· Daily & Weekly Planning:
o Prompting Copilot to build realistic daily schedules.
o Generating weekly progress reports and status updates.
· Practical Application: Process a simulated inbox with Copilot to generate a prioritized daily action plan.
Module 5: Creating Your Own AI Agent (4:15 PM – 5:00 PM)
· Introduction to Copilot Studio & Custom Agents:
o Defining agents and their potential impact on Maybank Securities.
o Identifying use cases: HR bots, IT helpdesk, Market Research assistants, or Internal Policy checkers.
· Agent Development Walkthrough:
o Defining the agent's persona and operational instructions.
o Connecting knowledge sources such as SharePoint, websites, and specific documents.
o Testing and refining agent responses.
· Practical Application: Build a basic "Document Review Agent" or "Internal FAQ Agent" using Copilot Studio.
· Q&A and Action Planning: Next steps for deploying agents within your team.
Testimonials (2)
The session was highly interactive and applicable to the business.
Jorge Boscan - Chevron Global Technology Services Company
Course - Advanced GitHub Copilot & AI for Projects and Infrastructure
Machine Translated
That i gained a knowledge regarding streamlit library from python and for sure i'll try to use it to improve applications in my team which are made in R shiny
