Event Overview

In today’s data-intensive work environment, artificial intelligence (AI) is no longer a distant innovation—it is a practical tool embedded in the very applications office managers use daily. This 1-day intensive workshop equips office professionals with the essential skills to harness AI features built into Microsoft Office, alongside the adaptive power of ChatGPT and Microsoft Copilot.

Participants will gain hands-on experience applying AI tools to streamline operations, reduce manual errors, and unlock actionable insights. By demystifying concepts like Machine Learning (ML), Generative AI, and Large Language Models (LLMs), the course bridges technical knowledge with real-world office applications—from automating Excel tasks and managing communications to supporting HR and finance functions.

Through practical examples, live demonstrations, and guided exercises, this course empowers office managers to integrate AI confidently, ethically, and effectively into their day-to-day workflows.

Event Outline

Module 1: Foundations of AI in the Office

• Introduction to AI, ML, Generative AI, and LLMs
• How AI enhances productivity in administrative and managerial contexts
• Getting started with AI features in Microsoft Excel and Office

Module 2: Built-In AI Features in Excel

• Automating routine entries with Autofill and Flash Fill
• Analyzing data with Recommended Charts, Insights, and Ideas
• Creating forward-looking analyses with Forecast Sheet

Module 3: Using ChatGPT and Copilot for Enhanced Productivity

• Writing formulas, automating data cleaning, and solving Excel issues
• Generating and optimizing VBA code for task automation
• Summarizing datasets and generating structured reports or slides
• Drafting, responding to, and refining written communications

Module 4: Advanced Tools and Responsible AI Use

• Exploring third-party AI tools (e.g., Akkio, Excel Formula Bot)
• Establishing ethical AI practices: transparency, bias mitigation, and accountability
• Ensuring data privacy and maintaining human oversight in AI-assisted decisions

Key Takeaways

1. Explain core AI concepts such as Machine Learning, Generative AI, and LLMs, and articulate their relevance to administrative and managerial workflows.
2. Utilize built-in AI features in Excel to simplify data entry, automate analysis, and visualize trends.
3. Extract and transform data from images, PDFs, and web pages using AI-enabled tools to enhance accuracy and productivity.
4. Leveraging ChatGPT and other popular LLMs.
5. Evaluate ethical considerations in AI use, including bias, data privacy, and the importance of human judgment in oversight and decision-making.

Who Should Attend

• Office managers and administrators
• Executive assistants and operations coordinators
• Professionals responsible for data entry, reporting, budgeting, or internal communications
• Teams looking to improve productivity through digital transformation