Get in Touch
 Duration 14 hours

Course Outline

  • Day 1: Integrating ChatGPT into Daily Workflows
    • Overview of the OpenAI ecosystem
      • Standard models vs. reasoning models: When extended thinking adds value
      • Comparing Plus, Business, and Enterprise tiers, along with data protection and usage policies
      • Key distinctions between ChatGPT, Claude, Copilot, and Gemini
      • Exercise: Solve a typical task using both a fast model and a reasoning model, then compare the outcomes
    • Personalization through instructions
      • Creating and managing custom instructions
      • Reviewing, adjusting, or disabling memory and temporary chats
      • Crafting effective prompts using goal, context, examples, and format
      • Refining outputs iteratively rather than restarting the conversation
      • Exercise: Draft personal standing instructions and test their impact on two distinct tasks
    • File handling and data analysis
      • Uploading, querying, and comparing PDF, Word, and Excel files
      • Generating analyses, charts, and pivot summaries using the analysis tool
      • Reviewing calculation paths and spot-checking for accuracy
      • Exercise: Analyze an anonymized Excel dataset and support three key findings with visual charts
    • Canvas, visuals, and voice interfaces
      • Collaboratively editing text and documents within Canvas
      • Designing and refining graphics and images for presentation slides
      • Utilizing voice mode and dictation for note-taking and preparation
      • Exercise: Revise a report in Canvas and create a corresponding graphic for a slide
    • Outcome: Each participant will have personal standing instructions, a validated data analysis, and a revised text from their daily work
  • Day 2: Expanding Capabilities with Projects, GPTs, and Agents
    • Projects for recurring tasks
      • Setting up projects with dedicated files and instructions
      • Managing shared projects within a team environment
      • Maintaining organization as chat history grows
      • Exercise: Configure a project for an ongoing topic, including three files and one specific instruction
    • Building custom GPTs without code
      • Defining instructions, knowledge files, and conversation starters
      • Performing quality checks using test questions
      • Managing sharing, permissions, and maintenance in the workspace
      • Exercise: Create a GPT for a common team request and validate it with five test questions
    • Deep research and web integration
      • Determining when to use web search, model knowledge, or deep research
      • Structuring research assignments with specific questions, sources, exclusions, and formats
      • Verifying sources and reviewing supporting passages
      • Exercise: Compose a deep research prompt on a technical topic and validate three sources
    • Connectors and the ChatGPT Agent
      • Integrating connectors for file storage, email, and calendars
      • Using the ChatGPT agent for multi-step browser tasks
      • Setting approval points, limits, and risk controls for autonomous workflows
      • Scheduling tasks for recurring overviews
      • Exercise: Delegate a multi-step research task to the agent and monitor the workflow with approvals
    • Future outlook and team governance
      • Understanding the impact of Codex and Sora on departments (non-technical overview)
      • Establishing rules for data handling, reviews, and shared GPTs
      • Developing a personal 30-day action plan
      • Exercise: Draft three specific usage rules for your team
    • Outcome: Each participant will have a project, a shared custom GPT, and a verified research piece. The team will understand agent usage, connectors, and internal rules

Requirements

  • A laptop, a ChatGPT account (Business or Enterprise preferred; Plus acceptable), and anonymized sample files from your daily operations
  • No programming knowledge is required

Target Audience

  • Professionals and teams utilizing ChatGPT Plus, Business, or Enterprise who aim to progress from basic chats to structured projects, custom GPTs, and agent workflows

Number of participants


Price per participant

Testimonials (3)

Upcoming Courses

Related Categories