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Course Outline
Module 1: AI Fundamentals for Productivity (2 hours)
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Understanding Generative AI
- Overview of the history and evolution of language models
- Comprehending Large Language Models (LLMs)
- Exploring the capabilities and limitations of tools like ChatGPT
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Introduction to ChatGPT
- Account setup and interface navigation
- Core concepts: temperature, context, and "persona"
- Practical Exercise: Creating your first draft with ChatGPT
Module 2: Mastering Prompt Engineering (3 hours)
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The Structure of an Effective Prompt
- Essential components: task, context, role, format, and tone
- Strategies for "ask and improve" prompting
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Advanced Prompting Techniques
- Chain-of-Thought: guiding the AI through step-by-step reasoning
- Few-Shot Prompting: using examples to refine results
- Iteration and refinement: crucial for obtaining precise outputs
- Practical Exercise: Refining a prompt until achieving the desired result for a management report
Module 3: Automating Writing and Summarization Tasks (2 hours)
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Email Drafting and Response Automation
- Generating professional email drafts
- Automating common and personalized replies
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Document Summarization and Analysis
- Summarizing meeting minutes, articles, and lengthy documents
- Extracting key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and generate an email reply
Module 4: Microsoft 365 Copilot in Excel (3 hours)
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Introduction to Copilot in Excel
- Familiarizing with the interface and its capabilities
- Crafting effective prompts for data analysis
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Data Analysis and Visualization
- Requesting Copilot to analyze large datasets
- Automatically generating charts, pivot tables, and visualizations
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Forecasting and Reporting
- Using Copilot to create forecasts based on historical data
- Generating draft reports from spreadsheet data
- Practical Exercise: Using Copilot to analyze a sales dataset, generate a forecast, and create a chart
Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)
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Copilot in PowerPoint
- Creating presentation structures from Word documents or text drafts
- Enhancing slides with design suggestions, relevant images, and content reorganization
- Practical Exercise: Using Copilot to create a complete presentation about a project
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Copilot in Outlook
- Composing and simplifying professional emails
- Managing the inbox: summarizing long threads and prioritizing important messages
- Practical Exercise: Asking Copilot to summarize an email chain and produce a concise reply
Module 6: Integration and Advanced Workflows (2 hours)
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AI Agent Workflows in Enterprise Environments
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
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Information Management and Security
- Ethical considerations and privacy when using AI tools
- Best practices for handling sensitive data
- Practical Exercise: Designing a simple team workflow automation using Copilot in SharePoint
- Closing and Q&A: Discussion on the future of AI in the workplace and resources for continuous learning
Requirements
- Working knowledge of Microsoft 365 applications
- Experience with fundamental productivity or office management tasks
- No prior exposure to AI tools is necessary
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams aiming to integrate AI into their daily operations
15 Hours
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
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