Class Introduction
This was a Question and Answer session for an AI agent training class where participants discussed their current challenges and requirements. The team leader addressed specific questions from participants including Angela about automating drill report submissions using photos and metadata extraction, Saravanan's inquiries about email automation and quality inspection log tracking, and requests for creating supplier directories in Saudi Arabia. The discussion covered various AI tools including Copilot, Claude, and Gemini, with recommendations for using Researcher for web scraping tasks. The team leader explained that next week would focus on AI agent creation process for new participants, while existing cohort members should prepare AI agent instructions, and clarified that the July 24th date remains for AI agent presentations. New participants including Mr. Elias and Mr. Rar were onboarded and confirmed their access to necessary subscriptions and learning management system access.
AI Recruitment System Implementation
The team welcomed Rohula from Qatar to the class and confirmed his access to Microsoft Copilot tools needed for his recruitment work. The instructor demonstrated an HR recruitment AI agent example that can search and retrieve applicant information from SharePoint resumes and job profiles. Angela raised a question about monitoring report submissions for drill reports and whether the system could track who submits reports on time, particularly in cases where timely reporting affects drilling operations.
Digital Reporting System Transformation
The team discussed transforming a current paper-based reporting system into a digital solution. Angela explained that on-site workers currently use pen and paper to submit data to their manager, who then compiles it in Excel sheets sent to headquarters. The team proposed using Power Apps or AI tools like ChatGPT to convert photos of paper registers into structured metadata, which could then be converted into Excel sheets and processed in multiple languages. Angela agreed this photo-based solution would be more effective than the current code system that management had previously implemented.
AI Adoption and Implementation Strategy
Angela discussed her company's limited AI adoption, noting that while she has a license, few team members use AI due to resistance and past failed implementations. The team explored how AI can be effectively used for predictive analytics and strategic business processes rather than replacing existing Excel-based reporting systems. The discussion highlighted that while traditional data reporting remains important, AI can enhance decision-making by identifying patterns and predicting future trends with probabilistic models.
AI Tools and Capabilities Discussion
The team discussed various AI tools and their capabilities, with a focus on Claude, Gemini, and ChatGPT. The speaker highlighted Claude's ability to connect with everyday applications and its MCT capabilities, while recommending personal subscriptions for project-related scenarios. They also explained how Copilot can be used within Word documents and Excel sheets for tasks like formatting and converting content. The discussion concluded with an invitation for participants to share their experiences with creating AI agents and ask questions.
Related Offerings
Supplier List and Email Automation
Saravanan discussed challenges with a supplier list containing over 400 entries and received guidance to convert the drop-down menu to a text field for easier import. The team discussed using AI agents and Microsoft tools, with specific focus on Saravanan's questions about email automation and Excel sheet monitoring. The team explained that while complete email automation isn't recommended due to varying response styles, Microsoft Copilot Co-work can be used to create scheduled tasks that read email threads and generate draft responses, though these would need customization for each specific email.
Co-pilot Automation Setup Discussion
The team discussed automating tasks using co-pilot co-work, with a focus on creating scheduled tasks to review SharePoint lists and Excel sheets. They explained how to set up automated reviews at specific times, with the system summarizing new items and providing responses through Teams. Saravanan encountered an issue accessing co-work features, which the team attributed to potential license restrictions or unactivated capabilities, suggesting it might be a rolling-out issue that requires waiting for IT department activation.
AI Tool Subscription Discussion
The team discussed current AI tool subscriptions, with most members only having access to Copilot rather than Claude. The instructor recommended exploring Claude as it provides better analytical answers and is particularly helpful for design-related work. The team planned to start a new Copilot AI Agent class next week, focusing on creating and personalizing AI agents for specific business objectives like automating procurement, HR, and financial processes.
AI Agent Creation Schedule Review
The team clarified the schedule for AI agent creation, confirming that Angela will present her final AI agent on July 24th after creating instructions for it. The next week will focus on reviewing the AI agent creation process from scratch to help new participants, followed by individual AI agent presentations the week after. Team members were asked to create simple instruction notes (1-4 pages) outlining how their AI agents should work, with specific examples shared of AI agents for profitability analysis and reporting.
Co-pilot License Implementation Discussion
The team discussed continuing with the co-pilot license implementation and confirmed it would proceed from the next class onwards. Angela asked about finding suppliers in Saudi Arabia specializing in specific products, and the team suggested using the Researcher feature within the co-pilot license to efficiently search multiple websites for contact information and extract data into an Excel sheet. The team confirmed that Researcher is included in Angela's co-pilot license and would be suitable for her sourcing needs.
Customer Satisfaction Survey Planning
The team discussed creating customer satisfaction surveys, with instructions provided to use either SharePoint Lists or Microsoft Forms through forms.microsoft.com. The group confirmed next week's meeting will focus on AI agent creation at 2 PM, with new participants needing to ensure they have Copilot and LMS access. The instructor clarified that participants should write simple 3-4 line instructions for AI agents before the next class, and confirmed the course progression will cover Office productivity tools followed by AI agent creation.
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