Course Outline
Module 1: Foundations & Everyday Use Cases (9:00 AM – 10:30 AM)
· The Copilot Ecosystem: Understanding Copilot in Windows, Web, and Microsoft 365 Apps.
· Prompt Engineering Essentials: How to structure prompts for accurate, context-aware responses.
· What Do Others Use Copilot For?
o Real-world case studies (Finance, Banking, Admin, Sales).
o Identifying quick wins and low-hanging fruit for your daily role.
· Privacy & Security: Best practices for handling sensitive corporate data with AI.
Module 2: Document Review & Presentation Building (10:45 AM – 12:30 PM)
· Efficiency in Document Review:
o Summarizing lengthy PDFs, Word docs, and SharePoint files.
o Extracting key data points, risks, and action items.
o Drafting responses, memos, or executive summaries based on documents.
· Presentations Building:
o Generating full PowerPoint decks from a single prompt or Word document.
o Enhancing existing slides: rewriting text, generating images, and creating speaker notes.
o Structuring data into compelling charts and visual layouts.
· Hands-On Exercise: Convert a lengthy report into a 5-slide executive presentation.
Module 3: Efficiency Setups & Automation (1:30 PM – 3:00 PM)
· Automating Daily Workflows:
o Using Copilot in Outlook for email triage and drafting.
o Using Copilot in Excel for data analysis, formula generation, and formatting.
o Using Copilot in Teams for meeting summaries and chat catch-ups.
· Creating Efficiency Setups:
o Setting up reusable prompts and templates.
o Integrating Copilot with Power Automate for basic workflow triggers.
o Scheduling automated reports and reminders.
· Hands-On Exercise: Build a daily automation workflow (e.g., auto-summarize morning emails and generate a to-do list).
Module 4: Building Follow-Up & Priority Lists (3:15 PM – 4:15 PM)
· Mastering Prioritization with AI:
o Synthesizing emails, chats, and tasks into a single prioritized list.
o Using Copilot to identify urgent vs. 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.
· Hands-On Exercise: Use Copilot to process a simulated inbox and generate a prioritized daily action plan.
Module 5: Building Your Own Agent (4:15 PM – 5:00 PM)
· Introduction to Copilot Studio / Custom Agents:
o What is an agent? How can it help Maybank Securities?
o Use case identification: HR bot, IT helpdesk, Market Research assistant, or Internal Policy checker.
· Step-by-Step Agent Building:
o Defining the agent's persona and instructions.
o Connecting knowledge sources (SharePoint, websites, specific documents).
o Testing and refining agent responses.
· Hands-On 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.
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
