Learning Notes

Learn AI office automation by doing it. Explore our 23-lesson practical masterclass or free learning paths, with full outlines, guides, and reproducible workflows.

AI Office Automation: AI Agents & Practical Automation

Tencent WorkBuddy standard environment · 4 parts, 23 lessons · 23 practice packs

A comprehensive AI office agent curriculum. Learn workspace security, Word filling, receipt OCR, Excel cleaning, business payroll, chat log ledgers, and custom skills.

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Official Bilibili Course · Retail ¥299 · Promo ¥199 · 23 Full Lessons

Browse Lessons & Knowledge Outlines

Click each lesson to view business problems, core skills, and verification standards.
01 Video Notes · Lesson 01: First Time with Office AI Agents: Setup, Interface & Your First Desktop FileComplete official installation and login; understand differences across top AI agent tools; master the desktop UI; verify with a Tang poetry Hello World script. 02 Video Notes · Lesson 02: Trusting AI with Your PC? Safe Workspace Boundaries & Least Privilege PermissionsSet up a 4-folder isolated workspace; configure least privilege principles; perform self-checks on read-only reference data. 03 Video Notes · Lesson 03: Already Good at AI Chat, But Why Am I Still Doing the Actual File Work?Extract verified facts across emails and order sheets; accurately autofill the tracking spreadsheet while flagging uncertain rows. 04 Video Notes · Lesson 04: The Real Pain of Meetings: Not Lack of Minutes, But Nobody Knowing the Next StepsFilter conversational noise; extract multi-dimensional action items; generate standardized action checklists and executive summaries. 05 Video Notes · Lesson 05: Why Does the Same AI Tool Work Amazingly One Day, But Go Completely Off Track the Next?Deconstruct vague requests into the 6-element prompt framework: Objective, Context/Materials, Rules, Boundaries, Format, and Verification. 06 Video Notes · Lesson 06: Your Downloads Folder Is a Junkyard: Can AI Organize It Without Losing Crucial Files?Deep inspection of file attributes; systematic classification and renaming; dry-run preview before execution; full change log audit. 07 Video Notes · Lesson 07: The Hardest Part of Word Isn't Writing: It's Filling Strict Templates Pixel-by-PixelEnforce template constraints; extract values across multiple source files; trace field provenance; populate clean copies with original formatting intact. 08 Video Notes · Lesson 08: Processing Piles of Photo Receipts: Why Every Single Digit Must Be 100% CorrectMultimodal photo/PDF receipt extraction; confidence score validation; flag low-confidence items for rapid human verification. 09 Video Notes · Lesson 09: Formulas Work Fine, But Analysis Fails? Clean Up the Dirty Data FirstPerform data quality diagnostics; define automated cleaning rules; remove duplicates and whitespace; preserve original files with audit logs. 10 Video Notes · Lesson 10: Merging Dozens of Monthly Reports with Different Formats: Aligning Definitions, Not Copy-PastingConstruct heterogeneous field mapping dictionaries; batch stack and concatenate; trace row origins; reconcile grand totals. 11 Video Notes · Lesson 11: The Hardest Part of Excel Isn't Math, But Unwritten Corporate Rules Only Veterans KnowConvert natural language business rules into multi-role calculation trees; log intermediate variables; spot-check payroll payouts. 12 Video Notes · Lesson 12: Executives Don't Want 100 Rows of Numbers: They Want Sales, Stockpiles, and Next Week's ActionPerform cross-dimensional inventory analysis; compute sell-through and stock-to-sales ratios; tie recommendations directly to row-level evidence. 13 Video Notes · Lesson 13: The Analysis Is Complete: Why Waste Another Half-Day Copying Charts into Slides?Distill executive decision outlines from data tables; generate native editable PowerPoint decks; verify figures slide by slide. 14 Video Notes · Lesson 14: Employees Ask 'What's the Reimbursement Limit?' Every Day: Organizing Scattered Internal PoliciesStructure company policy documents into an indexable knowledge base; pinpoint exact clause citations; flag policy conflicts and knowledge gaps. 15 Video Notes · Lesson 15: Checking Dozens of Websites Daily: Eliminating Redundant Searches for Public TendersScrape public announcements across portals; deduplicate using hard filters (region, budget, deadlines); compile structured business opportunity digests. 16 Video Notes · Lesson 16: Sales Teams Don't Need More Leads: They Need Concrete Proof Why a Lead Is Worth CallingDeep research into public business filings; profile corporate pain points; generate client due-diligence briefs and custom conversation starters. 17 Video Notes · Lesson 17: Hundreds of Daily Messages in Work Chats: Preventing 'Who Was Handling This Order?'Parse change/order events from long chat logs; append structured records to business ledgers; generate morning executive summaries. 18 Video Notes · Lesson 18: Research Is Done: Safely Sending Tailored Emails via the QQ Mail ConnectorReuse research dossiers; turn informal talking points into formal business email drafts; connect mail client with draft-preview and human approval. 19 Video Notes · Lesson 19: Repeating the Same Task Weekly: Why Paste a Huge Prompt Every Single Time?Run a task successfully once; export proven dialogues into 1-click desktop Skills; swap inputs for instant automated execution. 20 Video Notes · Lesson 20: Run Skills Automatically on Schedule: Turning Weekly Tender Screening into a Background JobPackage screening workflows into Skills; configure weekly recurring background schedules; log results and pause safely on errors. 21 Video Notes · Lesson 21: AI Safety & Data Security: Building an Outbound Sensitive Data GuardrailAudit outbound text for financial secrets, passwords, and commitments; intercept and block sensitive leaks; output scrubbed safe versions. 22 Video Notes · Lesson 22: Build a Visual Operations Dashboard in 10 Steps: Knowledge, Chats, Orders & Inventory in One WebpageUnify company policies, chat ledgers, and inventory analytics; assemble all three modules into an interactive single-page HTML operations portal. 23 Video Notes · Lesson 23: Capstone Graduation: Orchestrating Proven Skills into Multi-Track Teacher WorkflowsOpen verified modular Skill libraries; compose 4 dedicated workflows (exam debriefs, parent reports, curriculum study, term plans) with human sign-off checkpoints.