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 Duration 15 hours

Course Outline

Fundamentals of Artificial Intelligence for Operational Efficiency

  • Overview of Generative AI
    • Historical progression and development of language models
    • Technical foundations of Large Language Models (LLMs)
    • Evaluation of capabilities and constraints in AI tools such as ChatGPT
  • Orientation to ChatGPT
    • Configuration of accounts and navigation of user interfaces
    • Core parameters: temperature settings, context windows, and role definition
  • Practical Application: Drafting initial content using ChatGPT

Methodologies for Effective Prompt Engineering

  • Structure of High-Performance Prompts
    • Essential elements: objective, background context, assigned role, output format, and tone
    • Tactics for iterative refinement and prompt optimization
  • Advanced Prompting Strategies
    • Chain-of-Thought reasoning: directing step-by-step logical deduction
    • Few-Shot learning: utilizing examples to calibrate output precision
    • Cycle of iteration and refinement to ensure accuracy and relevance
  • Practical Application: Iteratively refining prompts to generate precise management reports

Automation of Written Communication and Data Synthesis

  • Email Composition and Response Automation
    • Creating professional correspondence drafts
    • Automating standard and individualized responses
  • Document Synthesis and Analysis
    • Condensing meeting records, published articles, and extensive documents
    • Identifying critical points and actionable items from complex textual data
  • Practical Application: Utilizing ChatGPT to synthesize documentation and draft corresponding email replies

Microsoft 365 Copilot Integration in Excel

  • Overview of Copilot within Excel
    • Interface navigation and functional capabilities
    • Crafting precise prompts for analytical tasks
  • Data Interpretation and Visualization
    • Directing Copilot to evaluate extensive datasets
    • Automatic generation of charts, pivot tables, and visual representations
  • Predictive Analysis and Reporting
    • Generating projections based on historical data trends
    • Producing preliminary reports derived from spreadsheet insights
  • Practical Application: Employing Copilot to process sales data, create forecasts, and construct visual charts

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot Functionality in PowerPoint
    • Creating presentation frameworks from Word documents or text outlines
    • Enhancing slides through design recommendations, image selection, and content restructuring
    • Practical Application: Leveraging Copilot to develop a comprehensive project presentation
  • Copilot Functionality in Outlook
    • Composing and refining professional email correspondence
    • Inbox management: synthesizing lengthy threads and prioritizing critical communications
    • Practical Application: Instructing Copilot to summarize an email thread and draft a concise response

System Integration and Complex Workflow Automation

  • AI Agent Workflows in Enterprise Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric ecosystems
    • Automating recurring administrative tasks and business processes
  • Information Governance and Security
    • Ethical standards and privacy protocols for AI adoption
    • Best practices for securing and managing sensitive data
  • Practical Application: Designing a streamlined team workflow automation using Copilot in SharePoint
  • Conclusion and Q&A: Perspectives on the future of AI in professional environments and resources for ongoing development

Requirements

  • Proficiency in Microsoft 365 applications
  • Experience in basic productivity or office management functions
  • No prior experience with AI tools is required

Target Audience

  • Office professionals and productivity specialists
  • Project managers and program coordinators
  • Teams incorporating AI into daily operational workflows

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