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AI Basics for Everyday Business Users: Getting Started with AI Tools & Techniques
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AI for Everyone! Instantly Boost Your Productivity! Learn, practice, and apply AI tools to navigate the business world with confidence.
ID:TTAI2005
Duration:2 Days
Level:Introductory
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What You'll Learn

Overview
Objectives
Audience
Pre-Reqs
Agenda
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Overview

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Curious about AI and how it can actually help you in your role? AI Basics for Everyday Business Users: Getting Started with AI Tools & Techniques is a workshop-style, hands-on workshop-style event is built for business professionals who are new to AI and want to learn how to apply it with confidence. No technical background required!

Discover how AI can become your most valuable workplace assistant in this hands-on, instructor-led course designed for business professionals who want to work smarter, not harder. You will explore the real-world applications of AI across a wide range of business tasks and gain practical experience using user-friendly GPT tools (like ChatGPT, Gemini and others) to improve communication, generate content, analyze data, and support decision-making. Guided by an expert who understands the needs of non-technical users, you will learn how to craft effective prompts, automate repetitive tasks, and integrate AI into your existing workflows using tools you already know, such as email, spreadsheets, and document editors.

Along the way, you will develop key skills in prompt engineering, data-aware AI usage, and responsible AI practices, giving you the confidence to handle business data securely and ethically. Whether you are managing projects, handling customer inquiries, analyzing data, or writing reports, you will discover practical ways AI can make your work easier and more impactful.

A Few Quick Notes:

  • The course agenda, use cases, tools and hands-on activities can be easily adjusted to better suit your role or use case (finance, sales, marketing, analytics, etc).
  • Once you get the basics under your belt, you can easily step into more advanced business user courses to help you take your skills and tools to the next level. We offer several great nest step options to help you built your toolset.
  • All AI students receive a copy of our AI in Business Playbook, a rich guide full of tips, guidelines, best practices, suggested skill paths, and many other additional resources to help boost your skills.

Objectives

This hands-on workshop is designed to help you get comfortable with AI. No tech background needed. With the support of a friendly expert instructor, we'll break things down into easy-to-follow steps and show you how to make the most of today's AI tools in your everyday work.

Whether you're just starting to explore AI or want to use it more effectively in your role, you'll walk away with practical skills and the confidence to apply them right away.

Here's what you'll learn in this interactive, hands-on session:

  • What AI actually is (in plain English) and how it can help with your job. We'll cover the basics, different types of AI, and how it's already making an impact in business.
  • How to use popular tools like ChatGPT and Gemini to support everyday tasks, like writing, researching, brainstorming ideas, and more.
  • How to write simple, clear prompts that guide AI to give you helpful and relevant responses so you can get better results with less effort.
  • Ways to use AI for daily work activities like summarizing documents, drafting emails, planning projects, or organizing information, saving you time and energy.
  • Tips to streamline your workflow with AI, from automating routine tasks to managing your to-do list more efficiently.
  • How to use AI for creative work, like building presentations, creating content, or designing visuals to communicate your ideas clearly.
  • How AI can help you make sense of data, spot patterns, and support smart decision-making with tools that assist in reporting and analysis.
  • Best practices for using AI safely and ethically, including how to protect sensitive data, respect privacy, and stay on the right side of company guidelines.

If your team requires different topics, additional skills or a custom approach, our team will collaborate with you to adjust the course to focus on your specific learning objectives and goals. This course focus, tools, use cases and practical labs can be easily tuned to meet the vertical or role of your choice (marketing, finance, insurance, transportation, etc.). Please contact us for details and options.

Audience

This beginner-friendly workshop is perfect for business professionals who are curious about AI and want to learn how to use it with confidence in their everyday work. It is especially helpful for people in roles like operations, marketing, human resources, customer service, project management, or administrative support.

You do not need any technical background to join. If you are comfortable using tools like email, documents, and spreadsheets, and you're interested in finding ways to work smarter and save time, this course is a great fit for you.

Pre-Requisites

No technical skills or pre-reqs required! This course is great for anyone looking to learn basic AI tool skills, without having to have a technical background. Looking to improve efficiency at work using easy to learn tools and skills, or apply these skills to make your personal life easier leveraging computer-based, user friendly assistants who are always ready to help? This course can get you there.

You just need to have basic familiarity with using computer applications and digital tools in a professional setting, such as email clients, office suites, and project management tools.  It is also helpful to have a general understanding of how businesses operate, including knowledge of your own business operations and processes. 

Quick Start to Prompt Engineering for Business Users

Agenda

Please note that this list of topics is based on our standard course offering, evolved from current industry uses and trends. We will work with you to tune this course and level of coverage to target the skills you need most. Course agenda, topics and labs are subject to adjust during live delivery in response to student skill level, interests and participation. The course tools, topics, use cases and hands-on labs can also be easily adjusted to suit your specific role or industry (sales, finance, transportation, insurance, etc.). Please inquire for details and options.

AI in Today's Business World 

  • Quick View: AI Explained & Types of AI  
  • Exploring AI's Role in Business 
  • AI in Action: Current Trends, Skills & Roles in AI 
  • Benefits and Risks of AI 

Exploring User-Friendly AI Tools, GPTs & Assistants

  • Get to know common user-friendly AI tools for business  
  • Exploring GPTs in action 
  • Comparing tools & Matching the right AI tool to your business needs  

 Getting Started with Prompt Engineering Basics

  • Gain a foundational understanding of prompt engineering to effectively communicate with AI. 
  • Basics of conversational AI & The Art of Crafting Prompts 
  • Different Types of AI Prompts 
  • Quick Guide to Effective Prompt Engineering 
  • Refining Prompts: Making AI Work Harder for You 
  • Managing AI's Strengths & Weaknesses 
  • Avoiding Common Pitfalls in Prompting 
  • Quick Tips: Guide to Writing Great Prompts 

 Boosting Personal Productivity and Efficiency with AI 

  • Making AI Work for You 
  • Implementing Day to Day AI: Tools to Use 
  • Quick Guide for Implementing AI Intro Your Daily Workflow 

 Powering Your Business with AI  

  • Ways AI can boost productivity and efficiency in business   
  • AI-Enhanced Customer Service 
  • Set Up a Quick ChatBot or Virtual Assistant 
  • Fostering Team Productivity and Collaboration 
  • Project Management with AI 
  • Integrating AI with Business Software 

 Leveraging AI for Business Intelligence and Decision Making 

  • AI in Business Decision-Making 
  • Data and AI in Business 
  • Business Intelligence through AI 
  • Market Research with AI 
  • Risk Assessment Powered by AI 
  • AI for Resource Allocation 

 Staying Safe and Smart with AI Tools at Work  

  • Introduction to Data Security and AI  
  • Keeping Data & Privacy Safe in the AI World 
  • Quick Look: GDPR and California CCPA 
  • Sharing Data: Do's and Don'ts 
  • Understanding your Organization's AI Policies 
  • Guide to Ensure your AI Tool Usage Remains Secure  
  • Safe Habits when using AI Tools 

 The Ethics and Responsibility of AI  

  • Understand the ethical considerations and responsibilities of using AI in business 
  • Exploring Ethical AI / Responsible AI 
  • Quick User's Guide to AI Ethics 
  • Identifying, Avoiding and Overcoming Bias in AI Systems 
  • Legal considerations when using AI 
  • Top Ten Quick Tips for Promoting Responsible AI 

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Connect with us

Tailor your learning experience with Trivera Tech. Whether you need a custom course offering or want to schedule a specific date and time for corporate training, we are here to help. Our team works with you to design a solution that fits your organization's unique needs; whether that is enrolling a small team or your entire department. Simply let us know how many participants you'd like to enroll and the skills you want to develop, and we will provide a detailed quote tailored to your request.

Contact Trivera Today to discuss how we can deliver personalized training that equips your team with the critical skills needed to succeed!