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 Duration 15 hours

Course Outline

Foundations of AI for Productivity

  • Understanding Generative AI
    • A concise overview of the history and evolution of language models
    • Gaining insight into Large Language Models (LLMs)
    • Evaluating the strengths and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Account configuration and navigating the interface
    • Core concepts: temperature settings, context windows, and defining 'personas'
  • Hands-On Activity: Creating your first draft using ChatGPT

The Craft of Prompt Engineering

  • Structuring Effective Prompts
    • Essential elements: defining the task, context, role, output format, and tone
    • Tactics for iterative 'ask and improve' prompting
  • Sophisticated Prompting Methods
    • Chain-of-Thought reasoning: directing the AI to think through problems step-by-step
    • Few-Shot Prompting: providing examples to guide and refine results
    • Iteration and refinement: the critical path to precise and accurate outputs
  • Hands-On Activity: Refining a prompt to generate a specific outcome for a management report

Automating Writing and Summarisation

  • Email Creation and Response Automation
    • Drafting professional email communications
    • Automating standard responses as well as personalised replies
  • Document Synthesis and Analysis
    • Condensing meeting minutes, articles, and lengthy documents
    • Identifying key points and action items from complex text sources
  • Hands-On Activity: Using ChatGPT to summarise a document and draft a corresponding email reply

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Exploring the interface and understanding its functional capabilities
    • Crafting effective prompts specifically for data analysis
  • Data Interpretation and Visualisation
    • Requesting analysis of large datasets via Copilot
    • Automatically generating charts, pivot tables, and visual representations
  • Predictive Analysis and Reporting
    • Utilising Copilot to generate forecasts based on historical trends
    • Drafting reports directly from spreadsheet data
  • Hands-On Activity: Analysing a sales dataset, generating a forecast, and creating a chart using Copilot

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Creating presentation structures from Word documents or text outlines
    • Enhancing slides through design suggestions, image integration, and content restructuring
    • Hands-On Activity: Building a complete project presentation using Copilot
  • Copilot in Outlook
    • Drafting and simplifying professional email correspondence
    • Optimising inbox management by summarising long threads and prioritising key messages
    • Hands-On Activity: Requesting a summary of an email chain and drafting a concise response

Integration and Complex Workflows

  • AI Agent Workflows in Enterprise Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and broader business processes
  • Data Governance and Security
    • Ethical considerations and privacy protocols when deploying AI tools
    • Best practices for managing sensitive data
  • Hands-On Activity: Designing a basic team workflow automation using Copilot in SharePoint
  • Wrap-Up and Q&A: Exploring the future of AI in the workplace and identifying resources for ongoing professional development

Requirements

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

Target Audience

  • Office professionals and productivity specialists
  • Project managers and coordinators
  • Teams aiming to embed AI into their daily operational workflows

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