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Course Outline
Module 1: Fundamentals of AI for Productivity (2 hours)
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What is Generative AI?
- Brief history and evolution of language models
- Understanding Large Language Models (LLMs)
- Capabilities and limitations of tools like ChatGPT
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Introduction to ChatGPT
- Account setup and interface navigation
- Key concepts: temperature, context, and "persona"
- Practical Exercise: The 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: how to guide the AI to reason step by step
- Few-Shot Prompting: giving examples to refine results
- Iteration and refinement: the key to obtaining precise outputs
- Practical Exercise: Iterate a prompt until achieving the desired result for a management report
Module 3: Automating Writing and Summarization Tasks (2 hours)
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Email Drafting and Response Automation
- Generate professional email drafts
- Automate common and personalized replies
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Document Summarization and Analysis
- Summarize meeting minutes, articles, and long documents
- Extract key points and action items from complex texts
- Practical Exercise: Use 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
- Understand the interface and its capabilities
- Formulate effective prompts for data analysis
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Data Analysis and Visualization
- Ask Copilot to analyze large datasets
- Generate charts, pivot tables, and visualizations automatically
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Forecasting and Reporting
- Use Copilot to produce forecasts based on historical data
- Generate draft reports from spreadsheet information
- Practical Exercise: Use 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
- Generate presentation skeletons from a Word document or text draft
- Improve slides: design suggestions, relevant images, and content reorganization
- Practical Exercise: Use Copilot to create a complete presentation about a project
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Copilot in Outlook
- Compose and simplify professional emails
- Manage the inbox: summarize long threads and prioritize important messages
- Practical Exercise: Ask 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
- Integrate Copilot with SharePoint and Microsoft Fabric
- Automate 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: Design 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
- A working knowledge of Microsoft 365 applications
- Experience with basic productivity or office management tasks
- No prior experience with AI tools required
Audience
- Office professionals and productivity specialists
- Project managers and coordinators
- Teams integrating AI into daily workflows
15 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £5700 online delivery, based on a group of 2 delegates, £1800 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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