4.2
Contents
Further training in accordance with AI Regulation Art. 4 for the obligation to provide evidence of AI competence
Log creation and management with OneNote
- Overview of different types of protocol: When is which form useful?
- Structured meeting preparation and follow-up with agenda, checklists, media and links.
- Creation, management and approval of logs for efficient documentation.
- Seamless integration with Microsoft Teams for real-time collaboration.
- Direct task management: Assignment and tracking of to-dos from the log.
- Automatic transcription of meetings for quick recording and logging.
AI-supported optimization of protocols
- Automatic summaries & structuring with ChatGPT & Copilot.
- Improve text quality: stylistic & grammatical optimization with QuillBot & LanguageTool.
- Efficient log distribution: automated text modules for Outlook dispatch.
Efficient collaboration with Microsoft Teams & Outlook
- Transcribe & summarize meetings with Microsoft Copilot.
- Protocol releases & approvals directly in Teams or via Outlook workflows.
- Automatic task distribution & tracking for clear responsibilities.
- Digital voting & feedback through Microsoft Forms.
- Secure & data protection-compliant storage of logs in the cloud.
Interactive elements & digital signatures
- Microsoft Whiteboard: AI-supported brainstorming & idea collection for effective meetings.
- Digital signatures & approvals for legally compliant, fast approvals.
Data protection regulations and their relevance for logging
- Legal aspects & data privacy: What is allowed, what is not?
- Objectivity & impartiality: important principles of keeping minutes.
- Essential mandatory information: What must a protocol contain?
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
You will learn how to create reports much faster, more structured and more professionally with AI support - from preparation to distribution. You save time, increase the quality of your documentation and become more confident in using digital tools such as OneNote, Teams and Copilot. This will turn taking minutes from a chore into a smart strength in your day-to-day work.
Methods
trainers, practical impulses and live demos on the use of AI tools in the creation of protocols.
Tools
Recommended for
This short training session is intended for all employees who need to take meeting minutes and would like to simplify and improve their note-taking skills. Participants should have prior experience with AI and a paid MS 365 Copilot license.
FAQ
To get started, we recommend webinars that clearly explain the practical use of AI in everyday caregiving, showcase initial concrete applications, and require no prior knowledge.
- The AI driver's license for assistants
- The AI cockpit for assistance: ChatGPT, Copilot & Co.
- Clever use of AI in MS 365 Office apps
- Modern correspondence with AI tools
In the descriptions of each training course, you'll find additional information about the target audience, prerequisites, and recommended level of knowledge.
Forusers basic knowledge, we recommend training courses that provide in-depth instruction on the safe and productive use of AI in day-to-day assistance work. The focus is on specific tools, practical applications, and tasks where AI can provide targeted support.
These training sessions are particularly well-suited if you already have some experience with AI and want to integrate it into your daily work in a more targeted, confident, and efficient way.
In addition to general AI topics, we also offer training on specific use cases.
- Your smart AI assistant - for more productivity and efficiency in the office
- Take your PowerPoint presentations to the next level—with AI
- Smart logging - with AI
- Practice having difficult conversations with AI
These offerings are designed forusers who have already gained some experience with AI tools and would like to deepen their knowledge in a targeted manner for specific tasks in their day-to-day work.
Generally speaking, a full version of an AI tool is useful so that you can immediately try out and apply what you’ve learned. In the respective course descriptions, you’ll find specific instructions on which tools are required and how training during training .
- Customized training courses
- Direct application in practice
- Efficient use of time and resources
Ratings and feedback from our participants
Start dates and details
Thursday, 24.09.2026
08:00 am - 12:00 pm
Tuesday, 16.02.2027
08:00 am - 12:00 pm
Training is guaranteed to take placeAbout us - The Haufe Akademie
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Questions & Answers
In our Questions & Answers (FAQ) section, you will find all the answers and the most frequently asked questions about your selected topic.
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