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Duration 15 hours
Course Outline
Fundamentals of AI for Productivity
- What is Generative AI?
- A brief history and evolution of language models
- Understanding Large Language Models (LLMs)
- The capabilities and limitations of tools such as ChatGPT
- Introduction to ChatGPT
- Account configuration and interface navigation
- Core concepts: temperature, context, and defining a "persona"
- Practical Exercise: Creating a first draft using ChatGPT
The Art of Prompt Engineering
- Anatomy of an Effective Prompt
- Essential components: task, context, role, format, and tone
- Strategies for using "ask and improve" prompts
- Advanced Prompting Techniques
- Chain-of-Thought: Guiding the AI to reason step-by-step
- Few-Shot Prompting: Using examples to refine results
- Iteration and refinement: Key techniques for achieving precise outputs
- Practical Exercise: Iterating a prompt to achieve the desired result for a management report
Automating Writing and Summarisation Tasks
- Email Drafting and Response Automation
- Generating professional email drafts
- Automating common and personalised replies
- Document Summarisation and Analysis
- Summarising meeting minutes, articles, and lengthy documents
- Extracting key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarise a document and generate a corresponding email reply
Microsoft 365 Copilot in Excel
- Introduction to Copilot in Excel
- Exploring the interface and its core capabilities
- Formulating effective prompts for data analysis
- Data Analysis and Visualisation
- Instructing Copilot to analyse large datasets
- Automatically generating charts, pivot tables, and visualisations
- Forecasting and Reporting
- Using Copilot to produce forecasts based on historical data
- Generating draft reports directly from spreadsheet information
- Practical Exercise: Utilising Copilot to analyse a sales dataset, generate a forecast, and create a visual chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation structures from Word documents or text drafts
- Enhancing slides with design suggestions, relevant imagery, and content reorganisation
- Practical Exercise: Using Copilot to create a complete project presentation
- Copilot in Outlook
- Composing and refining professional emails
- Inbox management: Summarising long threads and prioritising critical messages
- Practical Exercise: Asking Copilot to summarise an email chain and draft a concise reply
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Environments
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and broader business processes
- Information Management and Security
- Ethical considerations and privacy protocols 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
- A solid working knowledge of Microsoft 365 applications.
- Practical experience with fundamental productivity or office management tasks.
- No previous experience with AI tools is necessary.
Target Audience
- Office professionals and productivity specialists.
- Project managers and coordinators.
- Teams looking to integrate AI into their daily operational workflows.
Testimonials (1)
correct way of prompting and including guardrails in instructions.
