GenAI at Work: A Practical Guide for Business Teams
Duration
4 hrs
Level
Basic Level
Design and Tailor this course
As per your team needs
Overview
This course provides a high-level, non-technical, and highly practical introduction to Generative AI, designed for business and functional teams across industries. The program focuses on how Generative AI can be applied responsibly in everyday work, with a strong emphasis on Microsoft Copilot and enterprise-ready Gen AI tools.
Rather than teaching AI theory, the course helps participants:
- Understand where Gen AI fits into their role
- Learn how to interact effectively with Gen AI tools
- Develop judgment around safe, compliant, and high-value usage
Customization for Different Roles & Domains
The course is intentionally designed to be modular and customizable, with:
- Role-specific examples and hands-on labs for:
- Banking, Investment & Fintech
- Marketing & Communications
- Sales & Customer Success
- Operations & Supply Chain
- Finance & Accounting
- HR & Corporate Functions
- The core concepts remain consistent, while:
- Use cases
- Prompts
- Hands-on exercises are tailored to each audience.
This ensures high reuse across clients with minimal content rework.
By the end of this session, participants will be able to:
- Clearly explain what Generative AI is and what it is not
- Identify enterprise Gen AI platforms and their appropriate use
- Understand Microsoft Copilot’s role within Microsoft 365
- Use Gen AI tools effectively for day-to-day work tasks
- Write better prompts and evaluate Gen AI outputs critically
- Recognize key risks, governance requirements, and responsible usage practices
- Decide when Gen AI should and should not be used
Audience
- Business and functional leaders
- Banking, investment, and fintech professionals
- Corporate, shared services, and operations teams
- Marketing, sales, finance, HR, and compliance professionals
- Employees seeking practical Gen AI literacy
- No technical background required
Prerequisites
Participants should have:
- Basic familiarity with common business software and digital tools
- No prior knowledge of AI or machine learning
Curriculum
- What is Generative AI? (Plain-language explanation)
- How Generative AI works (conceptual, non-technical)
- Generative AI vs traditional automation and rules-based systems
- What Gen AI is good at vs not good at
Interactive Discussion:
“Where do you already encounter AI at work — knowingly or unknowingly?”
- Overview of major Gen AI platforms:
- ChatGPT
- Google Gemini
- DALL·E and image-based Gen AI
- Enterprise vs public Gen AI tools
- Why enterprises care about:
- Data boundaries
- Security
- Auditability
- What Microsoft Copilot is and how it works
- Where Copilot fits inside Microsoft 365:
- Outlook
- Word
- Excel
- PowerPoint
- Teams
- What Copilot can access — and what it cannot
Live Demo (Instructor-Led):
- Drafting and refining an email
- Summarizing a long document
- Generating meeting notes
- Creating a presentation outline
Activity:
- Identify one daily task that:
- Takes time
- Involves repetition
- Requires summarization, drafting, or analysis
- See how Copilot or Gen AI can assist
- Discuss:
- Time saved
- Quality improvements
- Human review required
- Why “asking better questions” matters
- Common prompt mistakes
- Simple prompt structure:
- Context
- Task
- Constraints
- Output format
- Iterating on outputs
Hands-On Activity (Guided):
- Improve a weak prompt
- Compare outputs
- Discuss why one response is more useful than another
(Customizable as per audience. Domina-specific example lab options – Pick Based on Client)
Each lab focuses on:
- A realistic work scenario
- A starter prompt (intentionally basic)
- An improved prompt (best practice)
- A short discussion on output quality, risks, and human review
- Human Resources
- Drafting job descriptions and role profiles
- Creating interview question sets based on competencies
- Summarizing HR policies and employee handbooks
- Generating onboarding checklists and training outlines
- Administration & Office Management
- Drafting professional emails and announcements
- Creating meeting agendas, minutes, and follow-ups
- Summarizing vendor contracts and service agreements
- Organizing task lists and administrative workflows
- BFSI / Fintech
- Summarizing regulatory documents, circulars, and policy updates
- Drafting compliant customer communications
- Generating risk assessment questions
- Marketing
- Campaign idea generation
- Content drafts with brand tone
- Audience persona creation
- Sales
- Account research summaries
- Proposal drafts
- Objection-handling responses
- Operations
- SOP summarization
- Process improvement suggestions
- Incident report drafting
- Finance / Accounting
- Policy explanations in plain language
- Variance analysis narratives
- Audit preparation checklists
- Data privacy and confidentiality risks
- Hallucinations and accuracy issues
- Bias and ethical concerns
- Over-reliance on AI outputs
Quiz & Group discussion:
Would you trust Gen AI for this task?
- Responsible AI principles (plain language)
- Enterprise usage guidelines and guardrails
- Human-in-the-loop decision making
- Industry-specific considerations:
- Financial data handling
- Compliance and regulatory expectations
Participants classify tasks into:
- Safe to use Gen AI
- Use with human review
- Do not use Gen AI
Helps build judgment, not fear.
-
- Key Gen AI do’s and don’ts
- How to start using Gen AI responsibly tomorrow
- Prompt playbook
- Role-specific example prompts
- Responsible usage checklist
- Q&A and discussion
Duration
4 hrs
Level
Basic Level
Design and Tailor this course
As per your team needs
