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 Duration 15 hours

Course Outline

Core AI Principles for Productivity

  • Foundations of Generative AI
    • The historical context and evolution of language models.
    • Conceptual understanding of Large Language Models (LLMs).
    • Evaluating the capabilities and constraints of tools such as ChatGPT.
  • Getting Started with ChatGPT
    • Setting up your account and navigating the interface.
    • Key operational concepts: temperature settings, context management, and defining AI "personas".
  • Hands-On Task: Creating an initial draft using ChatGPT.

Mastery of Prompt Engineering

  • Structure of High-Performance Prompts
    • Essential elements: defining the task, providing context, specifying role, format, and tone.
    • Techniques for iterative "ask and refine" interactions.
  • Sophisticated Prompting Strategies
    • Chain-of-Thought reasoning: guiding the AI to process logic step-by-step.
    • Few-Shot Prompting: using specific examples to calibrate and refine results.
    • Iterative refinement: a critical method for achieving precise and accurate outputs.
  • Hands-On Task: Iteratively refining a prompt to generate a high-quality management report.

Streamlining Writing and Summarization

  • Email Composition and Response Automation
    • Drafting professional and effective email communications.
    • Automating standard replies and personalized responses.
  • Condensing and Analyzing Documentation
    • Summarizing meeting minutes, lengthy articles, and extensive documents.
    • Identifying critical points and actionable items within complex texts.
  • Hands-On Task: Utilizing ChatGPT to condense a document and draft a corresponding email response.

Microsoft 365 Copilot within Excel

  • Introducing Copilot for Excel
    • Exploring the interface and understanding its analytical capabilities.
    • Constructing effective prompts for data-driven insights.
  • Data Interpretation and Visual Representation
    • Commanding Copilot to process and analyze large-scale datasets.
    • Automating the generation of charts, pivot tables, and other visual aids.
  • Predictive Analysis and Reporting
    • Leveraging Copilot to generate forecasts based on historical trends.
    • Drafting comprehensive reports directly from spreadsheet data.
  • Hands-On Task: Analyzing a sales dataset, generating a forecast, and creating visual charts with Copilot.

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot Applications in PowerPoint
    • Building presentation structures from Word documents or text outlines.
    • Enhancing slides through design recommendations, image suggestions, and content restructuring.
    • Hands-On Task: Developing a complete project presentation using Copilot.
  • Copilot Applications in Outlook
    • Creating and simplifying professional email communications.
    • Inbox management: summarizing long threads and prioritizing critical messages.
    • Hands-On Task: Summarizing an email thread and generating a concise response using Copilot.

Integration and Complex Workflows

  • Enterprise AI Agent 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 when utilizing AI.
    • Implementing best practices for managing sensitive information.
  • Hands-On Task: Designing a team workflow automation using Copilot within SharePoint.
  • Conclusion and Q&A: Exploring the future of AI in the workplace and identifying resources for ongoing professional development.

Requirements

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

Target Audience

  • Office professionals and productivity-focused specialists.
  • Project managers and operational coordinators.
  • Cross-functional teams integrating AI capabilities into their daily operations.

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