Building AI Assistants for Work Training Course
Building AI Assistants for Work
Custom GPTs, Copilot Agents, and Gemini Gems
The objective of this instructor-led, live training is to help participants design and build customized AI assistants that support real professional workflows.
Participants will learn how tools such as Custom GPTs, Microsoft Copilot Agents, and Gemini Gems can be configured to automate common tasks including research synthesis, meeting summaries, document drafting, and information analysis.
Through guided demonstrations and hands-on exercises, participants will create their own personal AI assistant and develop an AI workflow blueprint for integrating AI into everyday work processes.
By the end of the training, participants will understand how to design AI assistants tailored to their needs and how to deploy them to improve productivity, decision-making, and knowledge workflows.
Format of the Course
-
Interactive lecture and guided demonstrations.
-
Hands-on exercises where participants build and test AI assistants.
-
Practical implementation of AI assistants in real-world workflow scenarios.
Participants will complete a Personal AI Assistant and an AI Workflow Blueprint during the session.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
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:
-
Basic workplace productivity tasks such as research, writing, document creation, and information analysis
-
How AI assistants can be used to support professional workflows
Experience with:
-
Using AI tools such as ChatGPT, Gemini, or Microsoft Copilot for basic prompting or task assistance
Programming experience:
-
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:
-
Business professionals
-
Consultants and analysts
-
Researchers and knowledge workers
-
Individuals seeking to automate workflows using AI assistants
Runs with a minimum of 4 + people. For 1-to-1 or private group training, request a quote.
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