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 Duration 15 hours

Course Outline

Foundations of AI-Enhanced Productivity

  • Understanding Generative AI
    • An overview of the history and evolution of language models.
    • Gaining insight into Large Language Models (LLMs).
    • Evaluating the capabilities and constraints of tools such as ChatGPT.
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the user interface.
    • Grasping core concepts: temperature, context, and persona definition.
  • Practical Activity: Creating an initial draft using ChatGPT.

Mastering Prompt Engineering

  • Deconstructing Effective Prompts
    • Identifying key elements: task definition, context, role, format, and tone.
    • Applying strategies for iterative "ask and refine" prompting.
  • Advanced Prompting Strategies
    • Chain-of-Thought reasoning: guiding the AI to think step-by-step.
    • Few-Shot Prompting: providing examples to sharpen output accuracy.
    • The cycle of iteration and refinement: essential for achieving precise results.
  • Practical Activity: Refining a prompt iteratively to achieve the desired outcome for a management report.

Streamlining Writing and Summarization

  • Email Drafting and Response Automation
    • Generating polished professional email drafts.
    • Automating standard and personalized reply mechanisms.
  • Document Synthesis and Analysis
    • Condensing meeting minutes, articles, and lengthy documents.
    • Extracting critical insights and action items from complex texts.
  • Practical Activity: Using ChatGPT to summarize a document and compose a corresponding email reply.

Leveraging Microsoft 365 Copilot in Excel

  • Introduction to Excel Copilot
    • Familiarizing with the interface and understanding its analytical capabilities.
    • Crafting effective prompts tailored for data analysis.
  • Data Insight and Visualization
    • Directing Copilot to process and analyze extensive datasets.
    • Automatically generating charts, pivot tables, and visual representations.
  • Predictive Modeling and Reporting
    • Utilizing Copilot to create forecasts derived from historical data.
    • Drafting reports directly from spreadsheet insights.
  • Practical Activity: Employing Copilot to analyze sales data, generate a forecast, and produce a visual chart.

Enhancing PowerPoint and Outlook with Microsoft 365 Copilot

  • Copilot for PowerPoint
    • Building presentation frameworks from Word documents or text drafts.
    • Refining slides through design suggestions, relevant imagery, and content restructuring.
    • Practical Activity: Utilizing Copilot to construct a comprehensive project presentation.
  • Copilot for Outlook
    • Drafting and simplifying professional correspondence.
    • Inbox management: summarizing long threads and prioritizing critical messages.
    • Practical Activity: Requesting Copilot to summarize an email chain and draft a concise response.

Integration and Sophisticated Workflows

  • AI-Driven Enterprise Workflows
    • Connecting Copilot with SharePoint and Microsoft Fabric.
    • Automating repetitive tasks and core business processes.
  • Data Governance and Security
    • Navigating ethical considerations and privacy standards in AI usage.
    • Adopting best practices for managing sensitive information.
  • Practical Activity: Designing a basic team workflow automation using SharePoint and Copilot.
  • Wrap-up and Q&A: Exploring the future trajectory of AI in the workplace and resources for ongoing professional development.

Requirements

  • Proficiency in core Microsoft 365 applications.
  • Practical experience with standard productivity and office management tasks.
  • No previous experience with AI tools is necessary.

Target Audience

  • Corporate professionals and productivity specialists.
  • Project managers and coordination teams.
  • Teams seeking to incorporate AI into their daily operational workflows.

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