Course description

The workplace is evolving, and Artificial Intelligence (AI) is at the forefront of this transformation. AI tools can simplify repetitive office tasks, boost productivity, and provide smarter ways to manage workflows. However, many professionals feel overwhelmed by the technical nature of these tools and unsure where to begin.
This versatile 5-day Office AI course bridges the gap between AI technology and office professionals, offering a practical, hands-on approach for individuals in all roles. You’ll learn how to incorporate AI into your daily routines and workflows through real-world demonstrations, step-by-step guidance, and interactive projects. Whether it’s automating emails, developing your own AI agents, streamlining document approvals, or creating insightful dashboards, this course will empower you to harness AI for maximum efficiency and impact.
Upcoming start dates
Outcome / Qualification etc.
Objective:
By the end of the course, participants will:
- Understand the fundamentals of AI and its applications in office environments.
- Learn to use key AI tools like ChatGPT/Custom GPT, Power Automate, and Google AI.
- Build and customize AI-powered workflows for specific office needs e.g. AI-powered Scheduling Assistants, Meeting Copilots.
- Automate repetitive office tasks such as email management and scheduling.
- Enhance communication workflows using AI-driven tools.
- Manage documents and approvals efficiently with AI-powered solutions.
- Use AI for data analysis, reporting, and creating visual dashboards.
- Develop strategies to integrate AI tools into existing office systems.
- Foster team-wide adoption of AI tools for improved collaboration and efficiency.
- Gain confidence in exploring and applying new AI tools independently.
Training Course Content
Day 1: Fundamentals of AI and Applications in Office Environments
Topics Covered:
- Overview of AI: What it is and why it matters in the office context.
- Common AI tools and their applications in daily workflows (ChatGPT, Power Automate, Google AI).
- Ethical considerations and best practices when using AI.
Demonstration:
- Using ChatGPT/Custom GPT to draft emails, summarize content, and generate ideas.
Hands-On Activity:
- Practice with AI tools to handle simple office tasks like writing professional emails or summarizing reports.
- Outcome: Participants understand AI fundamentals and can identify tasks where AI can add value.
Day 2: Automating Tasks and Customizing AI Workflows for the Office
Topics Covered:
- Introduction to AI-powered scheduling assistants and meeting copilots.
- Building workflows with tools like Power Automate and Zapier.
- Designing workflows for specific scenarios: meeting scheduling, reminders, and follow-ups.
Demonstration:
- Setting up a meeting copilot with AI integration using Zapier and Read AI.
Hands-On Activity:
- Build a custom scheduling assistant workflow using Custom GPT and similar tools.
- Outcome: Participants can create AI-powered workflows tailored to their office needs.
Day 3: Enhancing Market Research and Reporting
Topics Covered:
- Using AI-powered market research tools to scrape web data and derive invaluable insights.
- Enhancing communication workflows and reporting with AI-driven tools (e.g., ChatGPT, voice- to-text AI).
- Strategies and best practices for implementing AI in your workflows.
Demonstration:
- AI-powered market research and creating email templates using AI.
Hands-On Activity:
- Automate development and sharing of analytical report leveraging multiple AI tools.
- Outcome: Participants can set up and utilize AI to automate communication tasks effectively.
Day 4: Microsoft AI Builder for Document Management and AI-Powered Data Analysis
Topics Covered:
- Introduction to Microsoft AI Builder: What it is and how it enhances office workflows.
- Leveraging AI Builder for document processing.
- Extracting data from structured and unstructured documents like invoices and forms.
- Automating document classification and improving data organization.
- Custom prediction models for forecasting office metrics.
- Object detection models for inventory or resource tracking.
- Introduction to AI tools for data analysis and visualization (Power BI, Google Data Studio).
- Basics of creating dashboards and analysing data for reports.
Demonstration:
- Creating a simple data dashboard with AI assistance.
Hands-On Activity:
- Build a workflow to manage document approvals and generate a performance report.
- Outcome: Participants can use AI tools for managing documents and creating visual reports.
Day 5: AI Strategy, Adoption, and Exploration
Topics Covered:
- Reviewing all tools and workflows learned throughout the course.
- Strategies for integrating AI into existing office systems.
- Change management: Ensuring team-wide adoption of AI tools.
- Exploring new AI tools and staying updated with advancements.
Capstone Project:
- Participants design and present an end-to-end AI-powered workflow for a chosen office process.
- Peer and trainer feedback on projects.
- Outcome: Participants gain confidence in applying AI tools independently and have a strategy for integrating AI into their workplace.
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London Training for Excellence is a leading provider of professional development programmes, established in 2013. For over eleven years, we have been committed to equipping individuals and organisations with the skills and knowledge they need to excel in today's ever-evolving...