Course Outline
Module 1: Fundamentals & Daily Applications (9:00 AM – 10:30 AM)
· The Copilot Ecosystem: Gaining insight into Copilot across Windows, Web, and Microsoft 365 applications.
· Prompt Engineering Basics: Structuring prompts to ensure accurate, context-aware results.
· Common Use Cases: How others utilize Copilot.
o Practical case studies from Finance, Banking, Admin, and Sales roles.
o Identifying immediate improvements and easy wins for your daily responsibilities.
· Privacy & Security: Best practices for managing sensitive corporate data with AI.
Module 2: Document Analysis & Presentation Creation (10:45 AM – 12:30 PM)
· Streamlining Document Review:
o Condensing lengthy PDFs, Word documents, and SharePoint files.
o Extracting critical data points, risks, and action items.
o Drafting responses, memos, or executive summaries derived from documents.
· Presentation Development:
o Creating complete PowerPoint presentations from a single prompt or Word document.
o Enhancing existing slides by rewriting text, generating images, and creating speaker notes.
o Organizing data into engaging charts and visual layouts.
· Practical Exercise: Transform a lengthy report into a 5-slide executive presentation.
Module 3: Productivity Setups & Automation (1:30 PM – 3:00 PM)
· Automating Daily Workflows:
o Utilizing Copilot in Outlook for email sorting and drafting.
o Using Copilot in Excel for data analysis, formula creation, and formatting.
o Leveraging Copilot in Teams for meeting summaries and chat catch-ups.
· Establishing Efficiency Setups:
o Creating reusable prompts and templates.
o Integrating Copilot with Power Automate for basic workflow triggers.
o Scheduling automated reports and reminders.
· Practical Exercise: Build a daily automation workflow (e.g., auto-summarizing morning emails and generating a to-do list).
Module 4: Managing Follow-Ups & Priorities (3:15 PM – 4:15 PM)
· Mastering AI-Driven Prioritization:
o Synthesizing emails, chats, and tasks into a unified prioritized list.
o Using Copilot to distinguish urgent from important tasks based on context.
o Tracking action items from meetings and assigning follow-ups.
· Daily & Weekly Planning:
o Prompting Copilot to create realistic daily schedules.
o Generating weekly progress reports and status updates.
· Practical Exercise: Use Copilot to process a simulated inbox and generate a prioritized daily action plan.
Module 5: Creating Your Own Agent (4:15 PM – 5:00 PM)
· Introduction to Copilot Studio / Custom Agents:
o Defining agents and their potential benefits for Maybank Securities.
o Identifying use cases: HR bot, IT helpdesk, Market Research assistant, or Internal Policy checker.
· Step-by-Step Agent Development:
o Defining the agent's persona and instructions.
o Connecting knowledge sources (SharePoint, websites, specific documents).
o Testing and refining agent responses.
· Practical Exercise: Create a simple "Document Review Agent" or "Internal FAQ Agent" using Copilot Studio.
· Q&A and Action Planning: Next steps for deploying agents within the team.
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Testimonials (2)
The session was highly interactive and applicable to the business.
Jorge Boscan - Chevron Global Technology Services Company
Course - Advanced GitHub Copilot & AI for Projects and Infrastructure
Machine Translated
That i gained a knowledge regarding streamlit library from python and for sure i'll try to use it to improve applications in my team which are made in R shiny
