Week 1

AI Foundations, Safe Use & Real Pain Points

Learn what AI can and cannot do, how to access Microsoft Copilot Chat, how to protect sensitive information, and how to identify repetitive work that AI and Teams can help reduce.

90 min live + 15 min pre-work In person + portal pre-work

All Staff ProductivityTeams/Outlook ProductivityTemple VoiceGovernance & Safety

Learning objectives

Confirm access to Microsoft Copilot Chat
Understand what AI is good at and where it can fail
Learn safe-use boundaries for Temple work
Identify Green, Yellow, and Red AI use cases
Practice the SACRED+R prompt framework
Leave with one useful AI-assisted draft, checklist, or workflow idea

Why this matters

This session is not about becoming a technology expert or adding one more complicated tool to the day. The purpose is practical: learning how AI and Teams can help reduce repetitive work, improve communication, organize follow-up, and create more space for people-centered work.

Pre-work checklist

Confirm I can access Microsoft Copilot Chat using my Temple work account.I can open Copilot Chat and type a basic question or prompt.I identified one repetitive task or communication I wish took less time.I identified one non-confidential work sample I can use during training.I removed names, financial information, personal details, member or donor information, clergy-care content, lifecycle-sensitive information, confidential notes, and anything sensitive.I identified one area where Teams or internal communication could work better.I understand the goal is to leave with at least one idea, prompt, draft, checklist, or workflow I can use immediately.

Session outline

Welcome and purpose
What AI can and cannot do
Copilot Chat current-state overview
Temple AI safety boundaries
Green / Yellow / Red use-case exercise
SACRED+R prompt framework
Live prompt practice
Pain point harvest
Reflection and next step

Key concepts

AI as a drafting, summarizing, organizing, and thinking-support tool
Human review remains essential
Current-state Copilot Chat versus future Microsoft 365 Copilot
Confidentiality and safe redaction
Green / Yellow / Red use case categories
SACRED+R prompt framework

Live activities

AI Myth or Reality
Green / Yellow / Red use-case sorting
Weak prompt to strong prompt
First useful prompt lab
'One thing I want back time from' reflection

Related prompts

ShulCloud Data Redaction Helper

ShulCloud-Adjacent Workflows

Yellow

Review the text below and identify any personally identifiable, financial, health, youth/family, donor, or lifecycle-sensitive information that should be redacted before sending to AI. Return a redacted version using [MEMBER], [AMOUNT], [DATE], and similar placeholders. Do not summarize the underlying content. [PASTE TEXT]

ShulCloud & Systems WorkflowsAll Staff Productivity

Review: Self review before pasting into AI

Reflection

What is one recurring task or communication that AI could help you make faster, clearer, or easier this week?