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 課程時長 7 時間:

課程簡介

  • Day 1: Setting up the own agent
    • What a personal agent does
      • From chat to assistant to agent
      • Tools compared: Claude, ChatGPT, Copilot and Gemini
      • What is approved in the own company
      • Exercise: Go through the own week and mark five tasks for the agent.
    • Personal context as a second brain
      • Storing profile, role, priorities and writing style
      • Maintaining instructions and memory in a targeted way
      • Notes, projects and important documents as a knowledge base
      • Exercise: Write a personal profile with instructions and test it on two tasks.
    • Email and calendar
      • Pre-sorting the mailbox and finding important emails
      • Reply drafts in the own tone, sending only after approval
      • Finding appointments, recognizing conflicts and planning preparation time
      • Exercise: Have one day's emails pre-sorted and review three reply drafts.
    • Research and appointment preparation
      • Briefing before an appointment from emails, documents and the web
      • Conversation notes and tasks after the appointment
      • Checking sources
      • Exercise: Have a briefing created for a real appointment next week.
    • Routines
      • Morning overview with appointments, deadlines and open points
      • Weekly review and planning
      • Reminders for deadlines and follow-ups
      • Exercise: Set up a morning overview as a scheduled task and evaluate the first run.
    • Safe and controlled
      • No automatic sending and no commitments without review
      • Keeping access small, excluding sensitive data
      • Hidden instructions in incoming emails
      • Exercise: Define three rules for the own agent and add them to the instructions.
    • Outcome: Each participant has a set-up personal agent with a profile, a connected mailbox and calendar, and two running routines.

最低要求

  • Microsoft 365 or Google Workspace, an AI account with connectors (Claude, ChatGPT, Copilot or Gemini), laptop.
  • No programming skills required.

Audience

  • Professionals, assistants, project managers and self-employed people who want to set up a personal AI agent for their own work.

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