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Course Outline
Fundamentals of AI for Productivity
- What is Generative AI?
- Brief history and evolution of language models
- Understanding Large Language Models (LLMs)
- Capabilities and limitations of tools like ChatGPT
- Introduction to ChatGPT
- Account setup and interface navigation
- Key concepts: temperature, context, and "persona"
- Practical Exercise: Creating the first draft with ChatGPT
The Art of Prompt Engineering
- Anatomy of an Effective Prompt
- Key components: task, context, role, format, and tone
- Strategies for "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: the key to obtaining precise outputs
- Practical Exercise: Iterating a prompt until achieving 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 long documents
- Extracting key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarise a document and generate an email reply
Microsoft 365 Copilot in Excel
- Introduction to Copilot in Excel
- Understanding the interface and its capabilities
- Formulating effective prompts for data analysis
- Data Analysis and Visualisation
- Asking 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 from spreadsheet information
- Practical Exercise: Using Copilot to analyse a sales dataset, generate a forecast, and create a chart
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Generating presentation skeletons from a Word document or text draft
- Improving slides: design suggestions, relevant images, and content reorganisation
- Practical Exercise: Using Copilot to create a complete presentation about a project
- Copilot in Outlook
- Composing and simplifying professional emails
- Managing the inbox: summarising long threads and prioritising important messages
- Practical Exercise: Asking Copilot to summarise an email chain and produce a concise reply
Integration and Advanced Workflows
- AI Agent Workflows in Enterprise Environments
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
- 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 about the future of AI at work, and resources for continuous learning
Requirements
- Proficiency in Microsoft 365 applications
- Experience with fundamental productivity or office management tasks
- No prior experience with AI tools is necessary
Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams looking to integrate AI into daily workflows
15 Hours
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
