Course Outline
Training Agenda
Module 1
Designing Your AI Assistant (40 minutes)
Introduction to customized AI assistants.
Participants define:
• assistant purpose
• workflows it supports
• information sources it uses.
Module 2
Building Custom GPTs (60 minutes)
Instructor demonstration of building a Custom GPT.
Participants learn:
• instruction design
• behavior configuration
• knowledge uploads.
Participants begin building their own assistant.
Break (10 minutes)
Module 3
Copilot Agents (40 minutes)
Overview of Microsoft Copilot Agents.
Participants explore:
• automation workflows
• productivity integrations
• document generation pipelines.
Module 4
Gemini Gems (30 minutes)
Demonstration of building Gemini assistants.
Use cases include:
• research synthesis
• document summarization
• structured analysis.
Break (10 minutes)
Module 5
AI Workflow Automation (30 minutes)
Participants design workflows such as:
• research → summary → report
• meeting transcript → summary → action plan
• data analysis → presentation generation.
Final Exercise (20 minutes)
Participants complete their AI Workflow Blueprint and identify:
• which AI assistant supports each task
• which platform best supports their workflows.
Requirements
An understanding of:
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Basic workplace productivity tasks such as research, writing, document creation, and information analysis
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How AI assistants can be used to support professional workflows
Experience with:
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Using AI tools such as ChatGPT, Gemini, or Microsoft Copilot for basic prompting or task assistance
Programming experience:
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No programming experience is required
Participants should bring a laptop with internet access and have access to at least one AI platform (free versions are sufficient).
Audience:
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Business professionals
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Consultants and analysts
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Researchers and knowledge workers
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Individuals seeking to automate workflows using AI assistants
