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Duration 14 hours
Course Outline
- Day 1: Integrating ChatGPT into Daily Operations
- Introduction to the OpenAI Ecosystem
- Understanding models and reasoning capabilities, and identifying when extended processing adds value
- Comparison of Plus, Business, and Enterprise plans, including data privacy and usage policies
- Distinguishing ChatGPT from competitors like Claude, Copilot, and Gemini
- Exercise: Complete a standard task using both a fast model and a reasoning model to compare performance.
- Personalization and Instructions
- Crafting personal standing instructions
- Managing memory settings and utilizing temporary chat modes
- Writing effective prompts using clear goals, context, examples, and formatting
- Iterating on results for refinement rather than starting over
- Exercise: Draft personal standing instructions and test their impact on two different tasks.
- File Management and Data Analysis
- Uploading, querying, and comparing PDF, Word, and Excel files
- Generating analyses, charts, and pivot tables using the analysis tool
- Reviewing calculation paths to ensure accuracy
- Exercise: Analyze an anonymized Excel dataset and visualize three key insights with charts.
- Canvas, Visuals, and Voice Features
- Collaborative editing of text and documents within Canvas
- Creating and adjusting graphics and images for presentation slides
- Utilizing voice mode and dictation for note-taking and preparation
- Exercise: Refine a report in Canvas and design a corresponding graphic for a slide.
- Outcome: Participants will possess personal standing instructions, a validated data analysis, and a refined document from their work context.
- Introduction to the OpenAI Ecosystem
- Day 2: Advancing with Projects, GPTs, and Agents
- Projects for Recurring Workflows
- Setting up projects with associated files and specific instructions
- Managing shared projects across the team
- Maintaining organization as chat history grows
- Exercise: Configure a project for an ongoing topic, including three files and one standing instruction.
- Code-Free Custom GPTs
- Defining instructions, knowledge bases, and conversation starters
- Quality assurance using test questions
- Sharing in the workspace, managing permissions, and ongoing maintenance
- Exercise: Build a GPT for a common team request and validate it with five test questions.
- Deep Research and Web Search
- 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 evidence
- Exercise: Create a deep research prompt on a technical subject and verify three sources.
- Connectors and the ChatGPT Agent
- Integrating file storage, email, and calendar via connectors
- Using the ChatGPT agent for browser-based multi-step tasks
- Establishing approval points, limits, and risk management for autonomous workflows
- Scheduling tasks for recurring reports
- Exercise: Delegate a multi-step research task to the agent and monitor the workflow with approval steps.
- Future Outlook and Team Protocols
- Implications of Codex and Sora for departments, discussed at a high level
- Establishing rules for data handling, reviews, and shared GPT management
- Creating a personal 30-day action plan
- Exercise: Draft three usage rules for your specific team.
- Outcome: Participants will have a project, a shared custom GPT, and verified research. The team will be aligned on agent usage, connectors, and internal protocols.
- Projects for Recurring Workflows
Requirements
- A laptop and a ChatGPT account (Business or Enterprise recommended, Plus accepted), along with anonymized sample files from daily operations.
- No programming experience is required.
Target Audience
- Employees and teams using ChatGPT Plus, Business, or Enterprise who are seeking to evolve their workflow from basic chats to projects, custom GPTs, and agents.
Testimonials (3)
Comprehensiveness about the backround; how to do a prompt.
Olaf Kannt - Helios Klinikum Krefeld
Course - Generative AI and Prompt Engineering in Healthcare
the tips and recommended prompts that we can take away from this training
Lee Mei Lin - ST Engineering IHQ Pte Ltd
Course - InVideo AI: Creating Engaging Short-Form Videos
use of proper and effective prompt
