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 Duration 15 hours

Course Outline

AI Fundamentals for Workplace Efficiency

  • Understanding Generative AI
    • Overview of the evolution of language models
    • Deep dive into Large Language Models (LLMs)
    • Exploring the strengths and constraints of tools like ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Core concepts: temperature, context, and defining AI personas
  • Practical Exercise: Creating an initial draft using ChatGPT

Mastering Prompt Engineering

  • Structure of High-Impact Prompts
    • Essential elements: task definition, context, role assignment, format, and tone
    • Techniques for iterative 'ask and refine' prompting
  • Advanced Prompting Strategies
    • Chain-of-Thought: Guiding the AI to reason logically
    • Few-Shot Prompting: Using examples to sharpen results
    • Iterative refinement: The pathway to precise and accurate outputs
  • Practical Exercise: Refining a prompt to generate a management report

Streamlining Writing and Summarization

  • Automating Email Communication
    • Generating polished professional email drafts
    • Automating standard and personalized responses
  • Document Synthesis and Analysis
    • Condensing meeting minutes, articles, and lengthy reports
    • Isolating critical points and action items from dense text
  • Practical Exercise: Summarizing a document and drafting an email response with ChatGPT

Excel with Microsoft 365 Copilot

  • Copilot in Excel Overview
    • Navigating the interface and understanding its potential
    • Crafting effective prompts for data interrogation
  • Data Insight and Visualization
    • Tasking Copilot with large-scale dataset analysis
    • Auto-generating charts, pivot tables, and visual representations
  • Predictive Analytics and Reporting
    • Generating forecasts from historical trends
    • Drafting comprehensive reports from spreadsheet data
  • Practical Exercise: Analyzing sales data, producing forecasts, and creating visuals using Copilot

Copilot in PowerPoint and Outlook

  • PowerPoint with Copilot
    • Building presentation frameworks from Word documents or text notes
    • Enhancing slides with design suggestions, imagery, and content restructuring
    • Practical Exercise: Building a full project presentation with Copilot
  • Outlook with Copilot
    • Composing and simplifying professional correspondence
    • Inbox management: Summarizing long threads and prioritizing critical messages
    • Practical Exercise: Using Copilot to digest an email chain and draft a concise reply

Integration and Enterprise Workflows

  • AI Agents in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and core business processes
  • Data Stewardship and Security
    • Ethical implications and privacy protocols for AI usage
    • Best practices for managing sensitive information
  • Practical Exercise: Constructing a basic team automation workflow in SharePoint using Copilot
  • Wrap-up and Q&A: Exploring the future of AI in the workplace and ongoing learning resources

Requirements

  • Proficiency in core Microsoft 365 applications
  • Familiarity 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
  • Teams looking to integrate AI into their daily operations

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