What this course is about
How to turn a raw export of requests into a summary by topic and area, the share answered on time, a chart and three conclusions for your manager in five minutes, and repeat it every week with a template.
Every Monday your manager asks: how many requests came in last week, what are they about, where are most of the complaints, was everything answered on time? You have an export from your tracking system, but it is 400 rows with addresses, names and topics spelled ten different ways. This course shows how to prepare the export and a summary template {AI_WITH} once, and then get the weekly report in five minutes: Excel does the counting, and the AI helps with formulas and with writing the conclusions.
What you will learn
- Preparing the Export
- The Export: Example and Check
- Helper Columns
- Topic Groups: Before and After
- Summary by Topic
- Summary by Topic: Example and Check
- Breakdown by Area
- Breakdown by Area: How to Read It
- The On-Time Share
- The On-Time Share: Example and Pitfalls
- The Chart
- The Chart: Before and After
What's inside
- Four PDF versions of the course: for ChatGPT, Gemini, Claude and Microsoft Copilot — each explains where to find the features you need in that assistant.
- 12 ready-to-use prompts and a prompt library you can copy from.
- Step-by-step tasks, before-and-after examples and a one-page cheat sheet.
- Free updates when the AI assistants change.
Who it's for
Office workers, managers, teachers, freelancers and small-business owners who want practical results from AI without technical knowledge.
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