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 Duration 14 hours

Course Outline

  • Day 1: Integrating ChatGPT into Daily Workflows
    • Exploring the OpenAI Ecosystem
      • Understanding standard versus reasoning models and identifying scenarios where extended processing is beneficial.
      • Comparing Plus, Business, and Enterprise tiers, with a focus on data protection and usage policies.
      • Highlighting key differentiators between ChatGPT, Claude, Copilot, and Gemini.
      • Practical Exercise: Tackle a standard task using both a fast model and a reasoning model, then compare the performance outcomes.
    • Personalization and Instruction Design
      • Creating effective personal instructions (custom instructions).
      • Managing memory settings, including verification, correction, and temporary chat modes.
      • Crafting high-quality prompts that clearly define goals, context, examples, and desired formats.
      • Iteratively refining outputs rather than restarting the process.
      • Practical Exercise: Draft personal standing instructions and evaluate their impact on two distinct tasks.
    • File Management and Data Analysis
      • Uploading, querying, and comparing documents in PDF, Word, and Excel formats.
      • Utilizing analysis tools to generate insights, charts, and pivot table overviews.
      • Reviewing calculation logic and performing spot-checks to ensure accuracy.
      • Practical Exercise: Analyze an anonymized Excel dataset and substantiate three key findings with supporting charts.
    • Canvas, Visuals, and Voice Capabilities
      • Collaboratively editing texts and documents within the Canvas interface.
      • Generating and adjusting graphics and images for presentation decks.
      • Utilizing voice mode and dictation for note-taking and meeting preparation.
      • Practical Exercise: Revise a report in Canvas and design a complementary graphic for a presentation slide.
    • Day 1 Outcome: Participants will possess customized standing instructions, a validated data analysis, and a polished text document derived from their daily responsibilities.
  • Day 2: Expanding Capabilities with Projects, GPTs, and Agents
    • Projects for Recurring Workflows
      • Setting up projects that combine specific files with targeted instructions.
      • Implementing shared projects to enhance team collaboration.
      • Maintaining organization as the volume of conversations grows.
      • Practical Exercise: Create a project for an ongoing topic, incorporating three files and one core instruction.
    • Building Custom GPTs Without Coding
      • Defining instructions, uploading knowledge files, and creating conversation starters.
      • Performing quality assurance using a set of test questions.
      • Managing workspace sharing, access permissions, and ongoing maintenance.
      • Practical Exercise: Develop a GPT tailored to a common team request and validate it with five test queries.
    • Deep Research and Web Integration
      • Determining when to employ web search, internal model knowledge, or deep research features.
      • Structuring research assignments with specific questions, source requirements, exclusions, and formatting needs.
      • Verifying sources and reviewing supporting evidence passages.
      • Practical Exercise: Draft a deep research assignment on a technical subject and authenticate three cited sources.
    • Connectors and the ChatGPT Agent
      • Integrating connectors with file storage, email, and calendar systems.
      • Utilizing the ChatGPT agent to automate multi-step browser tasks.
      • Implementing approval checkpoints, usage limits, and risk mitigation strategies for autonomous workflows.
      • Scheduling automated tasks for recurring reporting and overviews.
      • Practical Exercise: Delegate a multi-step research task to the agent and monitor the workflow via approval gates.
    • Future Trends and Team Governance
      • Discussing the implications of Codex and Sora for business departments without delving into technical complexities.
      • Establishing protocols for data handling, content review, and shared GPT management.
      • Formulating a personal action plan for the next 30 days.
      • Practical Exercise: Define three specific usage rules for your team.
    • Day 2 Outcome: Participants will have a functional project, a shared custom GPT, and a verified research piece. The team will have a clear understanding of the agent, connector capabilities, and internal usage standards.

Requirements

  • A laptop, a ChatGPT account (Business or Enterprise plans are recommended, though Plus is acceptable), and anonymized sample files from daily operations.
  • No programming experience is required.

Target Audience

  • Employees and teams currently using ChatGPT Plus, Business, or Enterprise who aim to transition from basic single-chat interactions to advanced projects, custom GPTs, and agent-based workflows.

Testimonials (3)

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