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AI345: AI Knowledge Assistants in Daily Work: Using your own Documents, Notes and Information with AI NEW

This course demonstrates how modern AI tools organize, analyze, and make your own knowledge usable. Your own documents, notes, PDFs, web pages, and project materials are prepared in such a way that AI tools can use them to provide source-based answers and highlight connections. Participants learn to critically evaluate AI results, trace sources, and select the right tools for their needs.

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Agenda:

  • Fundamentals of personal AI knowledge assistants

    • Challenges of modern knowledge work

    • Information overload and efficient knowledge organization

    • What personal AI assistants can achieve in daily work

    • Typical use cases

  • Using your own information with AI

    • Fundamentals of source-based AI responses (RAG)

    • Why RAG is not always the solution

    • Curated, AI-maintained knowledge bases (LLM-wiki) as an alternative

    • Working with your own documents, notes, PDFs and project materials

    • Structuring and preparing personal knowledge repositories

    • Importance of data quality for reliable results

  • Tools for personal AI knowledge assistants

    • Overview of AI knowledge assistants and document AI

    • Current tools in use: ChatGPT with your own files and projects, Microsoft™ Copilot, NotebookLM and other AI-based knowledge management solutions

    • Comparison based on use cases, handling of your own data and sources, data protection and security, and integration options

  • AI-supported knowledge work and research

    • Analyzing and summarizing your own content

    • Research and fact finding within personal knowledge repositories

    • Deep Research: planning, conducting and verifying results of multi-step research with source references (e.g., in ChatGPT, Gemini or Perplexity)

    • Identifying and leveraging connections between documents

    • Designing recurring tasks as AI-supported workflows

  • Quality, data privacy and responsible use

    • Evaluating AI responses and sources

    • Detecting hallucinations and incorrect results

    • Data privacy for personal and business information

    • Limitations and risks of personal AI assistants

Hands-on lab (The own AI knowledge assistant): Selecting suitable knowledge sources, developing a personal use case, working with sample materials and transferring the workflow to your own daily work

Objectives:

After completion of the workshop AI345 AI Knowledge Assistants in Daily Work: Using your own Documents, Notes and Information with AI the participants are able to:

  • effectively use personal AI knowledge assistants in your daily work

  • make own documents, notes and project documents usable for source-based AI responses

  • select suitable tools—such as ChatGPT with your own files, Microsoft™ Copilot, or NotebookLM—to meet their individual needs

  • use deep research functions specifically for extensive research and verify their sources

  • critically evaluate AI responses, trace sources and detect hallucinations

  • consider data protection for personal and business information

  • Develop concrete AI-supported workflows for your own everyday life

Target audience:

The training AI345 AI Knowledge Assistants in Daily Work: Using your own Documents, Notes and Information with AI is aimed at:

  • Specialists and executives

  • Consultants, trainers as well as coaches

  • Project managers and product managers

  • Employees from specialized departments and all who regularly work with extensive documents, information or knowledge bases

Prerequisites:

For participation in the course AI345 AI Knowledge Assistants in Daily Work: Using your own Documents, Notes and Information with AI the following prerequisites are required:

•      basic knowledge of using digital documents and web-based applications

•      basic knowledge of current AI tools such as ChatGPT, Microsoft™ Copilot or comparable solutions is helpful, but not necessary

•      programming skills are not required

Description:

The course AI345 AI Knowledge Assistants in Daily Work: Using your own Documents, Notes and Information with AI demonstrates practically how personal AI knowledge assistants support daily knowledge work. Starting with the challenges of modern knowledge work, participants learn how to organize their own documents, notes, PDFs, web pages, and project files so that AI tools can generate source-based, traceable answers from them. The course also explains where traditional RAG reaches its limits and when curated, AI-maintained knowledge bases are the more reliable alternative.

A tool overview compares current solutions such as ChatGPT with custom files and projects, Microsoft™ Copilot, and NotebookLM regarding use cases, handling of custom data, data privacy, and integration options. Building on this, participants develop AI-supported workflows for analysis, summarization, and research using their personal knowledge bases. For more extensive queries, deep research functions are added, which conduct multi-stage research and disclose their sources. Quality, data protection, and responsible use are central themes throughout the day: evaluating AI responses, recognizing hallucinations, and realistically assessing limitations and risks.

Short introductions alternate with tool demonstrations and exercises using sample material. In the concluding practical phase, participants create a personalized AI workflow that they can immediately incorporate into their daily work.

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Guaranteed implementation:

from 2 Attendees

Booking information:

Duration:

1 Day

Price:

750,00 € plus VAT.

For in-person attendance, lunch and beverages are included in the price.

Authorized training partner

NetApp Partner Authorized Learning
Commvault Training Partner
CQI | IRCA Approved Training Partner
Veeam Authorized Education Center
DEKRA Certification GmbH
AWS Partner Select Tier Training
ISACA Accredited Partner
iSAQB
CompTIA Authorized Partner
EC-Council Accredited Training Center

Memberships

Allianz für Cyber-Sicherheit
TeleTrust Pioneers in IT security
Bundesverband der IT-Sachverständigen und Gutachter e.V.
Bundesverband mittelständische Wirtschaft (BVMW)
Allianz für Sicherheit in der Wirtschaft
NIK - Netzwerk der Digitalwirtschaft
BVSW
Bayern Innovativ
KH-iT
CAST
IHK Nürnberg für Mittelfranken
eato e.V.
Sicherheitsnetzwerk München e.V.