Overview
You don’t need to be technical to transform how you work with AI. This two-day course is designed specifically for professionals without a technical background who want to use ChatGPT, Claude, Gemini, Copilot, and Perplexity to automate routine tasks, save time, and produce better work faster.
You’ll learn practical, immediately applicable skills—writing better emails in minutes instead of hours, summarizing long documents instantly, creating first drafts of presentations, conducting research without drowning in search results, and organizing information efficiently. No coding required, no jargon, just straightforward techniques you’ll use the very next day at work.
Format: 2 Days | VILT
Who Should Attend
- Administrative professionals managing communications and documentation
- Sales and customer service teams handling repetitive correspondence
- Project coordinators organizing information and tracking activities
- Small business owners wearing multiple hats
- Anyone who thinks “AI sounds useful but I don’t know where to start”
What You’ll Learn
- Set up and navigate ChatGPT, Claude, Gemini, Copilot, and Perplexity with confidence
- Automate repetitive writing tasks: emails, reports, meeting notes, and summaries
- Research and find information faster with AI-powered search assistants
- Organize, categorize, and make sense of large amounts of information
- Create presentations, agendas, and documents from simple descriptions
- Know which tool to use for which task and avoid common mistakes
Course Outline
Module 1: Getting Started with AI Assistants
- Understanding what AI can (and can’t) do for you
- Setting up accounts: ChatGPT, Claude, Gemini, Copilot, and Perplexity
- Free vs. paid versions: what you really need
- Your first conversation: how to ask AI for help
- Understanding AI responses and when to trust them
- Privacy basics: what not to share with AI tools
Module 2: Writing Emails and Messages That Sound Like You
- Drafting professional emails from bullet points or rough ideas
- Adjusting tone: formal, friendly, apologetic, or persuasive
- Responding to difficult messages with tact and clarity
- Creating templates for emails you send repeatedly
- Proofreading and improving your own writing
- Keeping your personal voice while using AI assistance
Module 3: Summarizing and Organizing Information
- Summarizing long emails, reports, and meeting transcripts
- Extracting action items and key decisions from conversations
- Creating meeting notes and recaps automatically
- Organizing scattered information into structured formats
- Comparing documents and identifying differences
- Creating bullet points, lists, and outlines from messy notes
Module 4: Research and Information Gathering
- Using Perplexity and AI search to find reliable information quickly
- Getting answers to questions without reading ten articles
- Understanding citations and checking AI’s sources
- Competitive research and gathering market information
- Creating comparison tables and decision frameworks
- When to use AI search vs. Google vs. asking an expert
Module 5: Creating Documents, Presentations, and Content
- Generating first drafts of reports, proposals, and presentations
- Creating agendas, checklists, and planning documents
- Brainstorming ideas and overcoming blank page syndrome
- Turning rough concepts into polished outlines
- Adapting existing content for different audiences
- Creating social media posts, newsletters, and announcements
Module 6: Data and Spreadsheet Tasks (No Excel Skills Required)
- Organizing lists and creating categories without formulas
- Cleaning up messy data: standardizing names, dates, and formats
- Creating tables from unstructured information
- Generating sample data for testing and planning
- Understanding simple data patterns and trends
- Creating charts and graphs descriptions for presentations
Module 7: Building Your Personal AI Toolkit
- Creating a library of prompts for your most common tasks
- Setting up custom instructions for consistent results
- Choosing the right AI tool for different types of work
- Troubleshooting when AI doesn’t understand what you want
- Staying safe: privacy, accuracy, and professional judgment
- Keeping up with new features without feeling overwhelmed
Prerequisites & Technical Requirements
- Basic computer skills: web browsing, email, and word processing
- No technical background or coding knowledge required
- Willingness to try new tools and experiment
- Examples of your own work tasks to practice with (optional but recommended)
Customization Options
This course can be customized for specific roles or industries—administrative teams, sales and customer service, healthcare administration, education, nonprofit organizations, or small business operations. We can focus on the AI tools your organization already uses or plans to adopt, and practice with real examples from your actual workday for immediate, practical benefits.