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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.
- Definition and Functionality of Personal Agents
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.
Testimonials (1)
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