Generative AI for Office Users

Generative AI for Office Users 
Introduction

  • Boost Productivity: Learn to complete tasks like drafting emails, analyzing data, or building presentations faster and with less effort using Generative AI.

  • Reduce Repetitive Work: Automate routine tasks such as creating reports, summarizing meetings, or formatting documents so users can focus on higher-value work.

  • Improve Quality of Output: Use AI to refine writing, design professional slides, and generate accurate insights — even without advanced technical skills.

  • Stay Future-Ready: Gain practical experience with ChatGPT and Microsoft 365 Copilot, ensuring users are prepared for the AI-powered workplace of tomorrow.

Course Objectives:

  • Understand the fundamentals of Generative AI and its role in productivity tools.
  • Learn to integrate AI tools like ChatGPT, Claude and Microsoft 365 Copilot with Office applications.

  • Automate repetitive tasks and improve decision-making with AI-powered insights.

  • Gain hands-on experience in real-world scenarios for Word, Excel, PowerPoint, Outlook, and Teams.

Course Contents Generative AI

Session 1: Introduction to AI in Microsoft 365

  • What is AI and how it fits into modern business productivity
  • Overview of Microsoft 365 AI ecosystem: Copilot, ChatGPT, and other integrations
  • Identifying repetitive tasks and decision bottlenecks in your workflow
  • Quick productivity audit exercise (participants list their pain points)

Session 2: AI in Microsoft Word

  • Drafting and editing documents with Copilot and ChatGPT
  • Automating report generation, proposals, and meeting summaries
  • Using AI for grammar, tone adjustment, and translation
  • Real-life demo: Creating a client proposal in minutes
  • Hands-on exercise: Rewrite an internal policy using AI for clarity and tone

Session 3: AI in Microsoft Excel

  • AI-assisted data cleaning, analysis, and visualization
  • Automating repetitive calculations with AI-generated formulas
  • Copilot for building Pivot Tables, charts, and trend analysis
  • Integrating Python in Excel for advanced AI workflows
  • Hands-on exercise: Summarize sales data and create actionable insights in seconds

Session 4: AI in PowerPoint

  • Auto-generating slide decks from text or data using Copilot
  • Designing visually consistent presentations in minutes
  • Using AI tools for adding smart visuals, icons, and branding
  • Real-life demo: Creating an executive dashboard presentation instantly
  • Hands-on exercise: Turn meeting notes into a professional slide deck

Session 5: AI in Outlook & Teams

  • Automating email drafting, summarization, and follow-up tracking
  • Using AI to prioritize inbox and schedule meetings efficiently
  • Teams Copilot: Summarizing chat discussions, extracting action items, creating agendas
  • Hands-on exercise: Draft responses to client queries and auto-create a Teams meeting agenda

Session 6: Integrating ChatGPT and Other AI Tools

  • Connecting ChatGPT with Office 365 apps for seamless workflows
  • Using AI connectors, plugins, and Power Automate to eliminate manual steps
  • Exploring third-party AI tools: Zapier, Notion AI, Grammarly, and industry-specific AI
  • Hands-on exercise: Build an AI-powered workflow to generate weekly reports automatically

Session 7: Real-Life Productivity Hacks

  • AI-driven decision-making: extracting trends, forecasts, and recommendations
  • Case studies: How companies are saving hours with AI in Office 365
  • Customizing AI tools to your business domain (finance, sales, HR, production, etc.)
  • Group activity: Design a tailored AI productivity roadmap for your business

Session 8: Wrap-Up and Q&A

  • Key takeaways and best practices
  • Common pitfalls and how to avoid over-reliance on AI
  • Interactive Q&A and troubleshooting real scenarios
  • Providing cheat sheets, prompt libraries, and quick-reference guides