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Course Outline
Module 1: Fundamentals of AI for Productivity (2 hours)
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Understanding Generative AI
- A brief history and evolution of language models
- Understanding Large Language Models (LLMs)
- Capabilities and limitations of tools such as ChatGPT
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Introduction to ChatGPT
- Account setup and navigation of the interface
- Key concepts: temperature, context, and persona
- Practical Exercise: Creating your first draft with ChatGPT
Module 2: The Art of Prompt Engineering (3 hours)
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Anatomy of an Effective Prompt
- Key components: task, context, role, format, and tone
- Strategies for "ask and improve" prompts
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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: Essential for obtaining precise outputs
- Practical Exercise: Iterating a prompt until the desired result for a management report is achieved
Module 3: Automating Writing and Summarization Tasks (2 hours)
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Email Drafting and Response Automation
- Generating professional email drafts
- Automating common and personalized replies
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Document Summarization and Analysis
- Summarizing meeting minutes, articles, and lengthy documents
- Extracting key points and action items from complex texts
- Practical Exercise: Using ChatGPT to summarize a document and generate an email reply
Module 4: Microsoft 365 Copilot in Excel (3 hours)
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Introduction to Copilot in Excel
- Understanding the interface and its capabilities
- Formulating effective prompts for data analysis
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Data Analysis and Visualization
- Asking Copilot to analyze large datasets
- Automatically generating charts, pivot tables, and visualizations
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Forecasting and Reporting
- Using Copilot to produce forecasts based on historical data
- Generating draft reports from spreadsheet information
- Practical Exercise: Using Copilot to analyze a sales dataset, generate a forecast, and create a chart
Module 5: Microsoft 365 Copilot in PowerPoint and Outlook (3 hours)
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Copilot in PowerPoint
- Generating presentation skeletons from a Word document or text draft
- Enhancing slides with design suggestions, relevant images, and content reorganization
- Practical Exercise: Using Copilot to create a complete presentation about a project
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Copilot in Outlook
- Composing and simplifying professional emails
- Managing the inbox by summarizing long threads and prioritizing important messages
- Practical Exercise: Asking Copilot to summarize an email chain and produce a concise reply
Module 6: Integration and Advanced Workflows (2 hours)
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AI Agent Workflows in Enterprise Environments
- Integrating Copilot with SharePoint and Microsoft Fabric
- Automating recurring tasks and business processes
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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
- Working knowledge of Microsoft 365 applications
- Experience with basic productivity or office management tasks
- No prior experience with AI tools is required
Target Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams looking to integrate AI into their daily workflows
15 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 4800 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
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