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Course Outline
Module 1: AI Fundamentals for Productivity (2 hours)
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Understanding Generative AI.
- Overview of the history and evolution of language models.
- Grasping the concept of Large Language Models (LLMs).
- Exploring the capabilities and limitations of tools such as ChatGPT.
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Introduction to ChatGPT.
- Setting up accounts and navigating the interface.
- Core concepts: temperature, context, and persona.
- Practical Exercise: Creating a first draft with ChatGPT.
Module 2: The Art of Prompt Engineering (3 hours)
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Deconstructing an Effective Prompt.
- Essential components: task, context, role, format, and tone.
- Strategies for iterative "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: The key to obtaining precise outputs.
- Practical Exercise: Refining a prompt until the desired result is achieved for a management report.
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 draft 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.
- Instructing 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.
- Drafting reports directly 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 structures from Word documents or text drafts.
- Enhancing slides with design suggestions, relevant images, and content reorganization.
- Practical Exercise: Using Copilot to create a complete presentation on 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 draft 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 concerns 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 on the future of AI in the workplace and resources for continuous learning.
Requirements
- Proficiency in using Microsoft 365 applications.
- Experience with fundamental productivity or office management tasks.
- No previous experience with AI tools is necessary.
Target Audience
- Office professionals and productivity specialists.
- Project managers and coordinators.
- Teams looking to integrate AI into their daily operations.
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 3900 € + 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.
Course - Agentic AI for Business Automation: Use Cases & Integration
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