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 Duration 7 hours

Course Outline

  • Day 1: Configuring a Personal AI Agent
    • Definition and Functionality of Personal Agents
      • Evolution from Chatbots to Autonomous Agents
      • Comparison of Platforms: Claude, ChatGPT, Copilot, and Gemini
      • Institutional Approval Status for Specific Tools
      • Practical Application: Identify five weekly tasks suitable for agent automation.
    • Establishing Personal Context as a Knowledge Repository
      • Documentation of Professional Profile, Role, Priorities, and Communication Style
      • Strategic Maintenance of Instructions and Memory Structures
      • Integration of Notes, Projects, and Critical Documents into a Unified Knowledge Base
      • Practical Application: Draft a personal profile with instructions and validate it against two sample tasks.
    • Email and Calendar Management
      • Automated Mailbox Triaging and Identification of High-Priority Communications
      • Drafting Responses in a Consistent Tone, Requiring Manual Approval Before Transmission
      • Scheduling Optimization, Conflict Detection, and Preparation Time Allocation
      • Practical Application: Execute daily email triaging and review three generated reply drafts.
    • Research and Meeting Preparation
      • Pre-Meeting Briefing Generation Based on Emails, Documents, and Web Sources
      • Post-Meeting Documentation of Notes and Action Items
      • Source Verification and Credibility Assessment
      • Practical Application: Generate a briefing for a scheduled meeting within the upcoming week.
    • Operational Routines
      • Automated Daily Overviews Including Appointments, Deadlines, and Pending Items
      • Weekly Review and Strategic Planning Cycles
      • Automated Reminders for Deadlines and Follow-Up Actions
      • Practical Application: Configure a scheduled daily overview task and evaluate the initial output.
    • Security and Control Protocols
      • Prohibition of Automatic Sending and Commitments Without Human Review
      • Principle of Least Privilege and Exclusion of Sensitive Data
      • Mitigation of Prompt Injection Risks from Incoming Emails
      • Practical Application: Establish three security rules for the agent and integrate them into the instruction set.
    • Deliverable: Participants will possess a configured personal agent with a defined profile, integrated mailbox and calendar, and two active automated routines.

Requirements

  • Access to Microsoft 365 or Google Workspace, an AI platform account with enabled connectors (Claude, ChatGPT, Copilot, or Gemini), and a personal laptop.
  • No programming proficiency is required.

Audience

  • Professionals, administrative assistants, project managers, and independent contractors seeking to implement personal AI agents for their specific operational duties.

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