Module 5: Persona-Based Prompting, Projects & Notebooks

Overview

AI tools become more useful when they understand the role, context and requirements behind a task. A prompt designed for a business analyst may require a different approach from one created for a manager or business strategist.

In this module, you will learn how to use persona-based prompting to get more relevant responses for different professional roles. You will explore how to build and organise reusable prompt libraries, create customised notebooks for specific tasks and functions, and manage projects using ChatGPT.

You will also explore how project information, custom personas and OneDrive can be used to organise reference materials and support more consistent AI interactions.

The focus is on moving beyond one-time prompts and developing structured, reusable AI workspaces that support ongoing business activities.

Tools covered: Persona Libraries, Notebook with Copilot, Vectors with OneDrive and Projects with ChatGPT.

What Will Be Covered

5.1 Understand Role-Specific Prompting for Analysts, Managers and Strategists

Learn how to customise prompts based on professional roles, responsibilities and business requirements.

You will learn how to:

• Understand the concept of persona-based prompting.

• Define AI roles based on specific job responsibilities.

• Create prompts for business analysts, managers and strategists.

• Provide role-specific context, instructions and expected outputs.

• Adapt the same business task for different professional roles.

• Refine prompts to generate responses relevant to each role.

Practical application: Use different AI personas to analyse business data, prepare management reports and develop strategic recommendations based on the same business information.

5.2 Create and Organise Prompt Business Libraries Using Libraries

Understand how to create reusable prompt collections for recurring business activities.

You will learn how to:

• Understand the purpose of prompt libraries.

• Create and organise prompts based on business functions.

• Build reusable prompts for marketing, sales, finance, HR and operations.

• Categorise prompts based on tasks and responsibilities.

• Maintain standard instructions for recurring activities.

• Refine and reuse prompts to improve consistency across teams.

Practical application: Build a shared collection of prompts for activities such as sales reporting, marketing campaign planning, financial analysis and employee communication.

5.3 Develop Customised Notebooks with Copilot for Specific Tasks & Functions

Explore how customised notebooks can help organise information and support AI-assisted work for specific business requirements.

You will learn how to:

• Understand the purpose of customised notebooks.

• Create notebooks for specific tasks and business functions.

• Organise relevant reference information and supporting materials.

• Use Copilot to work with notebook content.

• Develop task-specific instructions and workflows.

• Retrieve and summarise relevant information from organised sources.

• Maintain structured information for ongoing activities.

Practical application: Create dedicated notebooks for project research, financial reporting, marketing planning, HR documentation and other recurring business activities.

5.4 Create Projects with ChatGPT

Learn how to use ChatGPT Projects to organise ongoing work and maintain context across related conversations.

You will learn how to:

• Create and organise projects in ChatGPT.

• Add project-specific instructions.

• Upload and manage relevant reference materials.

• Maintain context for ongoing business activities.

• Organise conversations based on project requirements.

• Use project information to generate consistent responses.

• Apply ChatGPT Projects to recurring assignments and business workflows.

Practical application: Maintain dedicated AI workspaces for projects such as marketing campaigns, business research, training development and management reporting.

5.5 Create Storage Vectors for Projects & Notebooks with Custom Personas & OneDrive

Explore how project information, custom personas and connected storage can support structured information retrieval for AI-assisted tasks.

You will learn about:

• Understanding the concept of vector-based information storage.

• Organising project documents and reference materials.

• Exploring how OneDrive can be used to manage business files.

• Understanding how stored information can support AI-assisted retrieval.

• Applying custom personas to project-specific information.

• Organising information for different business functions and ongoing projects.

• Understanding how structured knowledge sources can support more relevant AI responses.

Practical application: Organise project documents, business references and departmental information so that AI-assisted workflows can retrieve and use relevant content more effectively.

Skills You Will Gain

By completing this module, you will develop the ability to:

• Create role-specific prompts for different professional responsibilities.

• Adapt AI instructions for analysts, managers and business strategists.

• Build reusable prompt libraries for recurring business tasks.

• Organise prompts based on departmental requirements.

• Create customised notebooks for specific business functions.

• Use Copilot to work with organised notebook information.

• Create and manage projects using ChatGPT.

• Maintain project-specific instructions and reference materials.

• Understand vector-based information storage and retrieval.

• Organise business information using OneDrive and project-based structures.

• Apply custom personas and organised knowledge sources to improve AI interactions.

Learning Outcomes

After completing this module, you will be able to develop structured AI workspaces that support ongoing business activities, improve consistency and reduce repetitive work across departments.

You will be able to:

• Improve role-based productivity: Use customised AI personas to support the different requirements of analysts, managers and strategists rather than relying on the same generic prompts for every task.

• Standardise recurring business activities: Create reusable prompt libraries for reporting, research, planning, communication and other departmental tasks.

• Reduce repeated instructions: Maintain standard prompts, project instructions and reference information so that employees do not need to explain the same business context every time.

• Improve cross-functional collaboration: Organise prompts and knowledge resources for marketing, sales, finance, HR and IT, helping teams work with consistent information.

• Build dedicated business workspaces: Create customised notebooks and ChatGPT Projects for ongoing activities such as financial analysis, campaign planning, employee management and project reporting.

• Improve access to business information: Organise documents and reference materials so that relevant information can be located and used more effectively.

• Maintain consistency across projects: Use project-specific context and custom personas to generate outputs that follow the requirements of each business activity.

• Support faster decision-making: Bring relevant project information together to prepare summaries, analyse business requirements and develop recommendations.

• Reduce information fragmentation: Organise business documents, prompts and project resources in structured locations rather than managing them across disconnected files and conversations.

• Develop reusable AI workflows: Move from individual AI interactions towards repeatable ways of working that can be applied across teams and business functions.

Microsoft AB-731 Exam Alignment

Continue to the Next Module

You have completed the persona-based prompting, projects and notebooks module. You have learned how to organise AI interactions around specific roles, maintain reusable prompts and structure information for ongoing business activities.

In the next module, you will explore how AI agents can support research, analytics, KPI development and strategic business planning.

Next Module 6: Research, Analytics, KPIs & Strategy with AI Agents

Explore how AI can support business research, analyse information, develop performance indicators and assist with strategic decision-making.