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AI Tools for Administrative Efficiency

Master ChatGPT and Microsoft Copilot to automate routine tasks, summarize documents, and streamline your daily workflow.

Created byTom Fragaleworkspace_premiumBest Instructor
BeginnerUpdated Sep 16, 2026
AI Tools for Administrative Efficiency

What You'll Learn

  • check_circleApply specific prompting techniques to generate accurate AI content
  • check_circleConvert unstructured data and PDF documents into professional formats
  • check_circleIntegrate AI assistants into Microsoft 365 workflows
  • check_circleAutomate the creation of organizational charts and presentations
  • check_circleManage email communications and data lookups using AI tools

About This Course

This course provides a practical overview of utilizing generative AI tools like ChatGPT, Claude, and Microsoft 365 Copilot to enhance administrative productivity. It covers techniques for generating professional imagery, organizing data into spreadsheets, summarizing long documents, and translating content across languages. The material demonstrates how to integrate these tools directly into Microsoft Word, Excel, PowerPoint, and Outlook to automate document editing, presentation creation, and email management. Participants learn to craft specific prompts to minimize errors and maximize the efficiency of daily office tasks.

Topics Covered

  • Generative AI chatbot interfaces
  • Automated image generation for communications
  • Data extraction and spreadsheet creation
  • PDF summarization and document conversion
  • Organizational chart visualization
  • Multilingual translation and formatting
  • Microsoft 365 Copilot integration
  • Outlook email management and automation

Your Instructor

Tom Fragale

Microsoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall

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star6,235 reviews

Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel, and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 50,000 business people in online webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Copilot, ChatGPT, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access, and another on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a B.A. in Computer Science.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0 out of 5
Student's Choice
8 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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