It is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version, to optimise the learning experience. If you have a Microsoft Office 365 subscription, you will need to have a locally installed Excel 365 application in your PC or laptop. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality.

This course focuses on building Artificial Intelligence (AI) Chatbots using tools like ChatGPT and Robotic Process Automation (RPA) bots, enabling participants to design and create intelligent chatbots for the accounting and finance sector.

Through hands-on exercises, participants will learn to develop custom chatbots which are trained using the data provided by the participants.

At the end of this course, you will be able to:

• Understand how ChatGPT and Copilot automate repetitive accounting and finance tasks.
• Utilise effective prompts for accurate, context-specific AI responses.
• Identify and mitigate prompt injection risks for secure AI usage.
• Build custom AI chatbots through hands-on sessions to create and deploy RPA-powered chatbots and custom GPT chatbots tailored to your data.

Programme Outline

Introduction to AI Chatbot, ChatGPT, and Copilot 

• Understand their potential applications in business and personal productivity
• Explore the relevance of these tools in automating repetitive accounting and finance tasks

Fundamentals of Prompt Engineering for Chatbots 

• Introduction to effective prompt engineering
• Use structured techniques for Q&A scenarios
• Best practices to get accurate and contextual responses from AI

Understanding and Mitigating Prompt Injection 

• What is prompt injection, and why does it matter? 
• Recognise vulnerabilities in chatbot setups 
• Techniques to prevent and mitigate prompt injection risks

Hands-on session: Building Your Own AI Chatbot

• Introduction to Microsoft Power Automate as a Robotic Process Automation (RPA) tool.
• Create a workflow for the RPA robot to read custom data
• Upload and managing custom datasets (e.g., PDF documents)
• Integrate AI into the RPA to build a Q&A chatbot trained on the data
• Launch and Test Your Chatbots
• Managing AI token limits and spending effectively
• Discuss real-life accounting and finance applications and scaling opportunities

Hands-on session: Building Your Own Custom Versions of ChatGPT on the GPT Store

• Explore the enhanced capabilities of the paid version of ChatGPT
• Build a custom chatbot tailored to your data and specific use cases
• Design Context-Rich Prompts for Custom ChatGPT
• Configure key settings for optimal performance
• Prepare your chatbot for publishing on the GPT Store
• Launch and test your custom GPT for real-world applications

Training Methodology
Facilitated learning which includes classroom or practical sessions in a workshop.

Closing Date for Registration 

1 Week before Programme or Until Full Enrolment.  

Intended For

Accounting and finance professionals interested in integrating AI-driven chatbots into their workflows. This includes individuals looking to enhance productivity and automate routine tasks by developing custom chatbots using ChatGPT and RPA bots. The course is suitable for those seeking practical, hands-on knowledge in building AI chatbots specifically tailored to the accounting and finance sector.

Programme Facilitator(s)