ChatGPT for everyday work
Learn to use ChatGPT to draft documents, organise information and address regular tasks through clear instructions, response reviews and shared guidance for its use.
Find your starting point
A good fit when you want to handle everyday tasks with ChatGPT and check drafts and summaries against their source information.
Another option to consider
Prompting for generative AIIf you prefer to practise instructions that apply across AI tools, choose the prompting programme.- Hours and sessions
- 8 hours live · 4 sessions of 2 h.
- Group size
- Up to 12 participants per trainer as a reference, adjusted to the practice and feedback.
What you will learn
- 01
Prepare a request with context, an objective and review criteria.
- 02
Turn authorised information into a draft or summary and distinguish facts, inferences and missing data when reviewing it.
- 03
Organise instructions and files for a recurring task and document how to check and update the result.
A proposed programme
Prepare a monthly internal-request report and a short note sharing its main points with the team. Using fictional documents, give ChatGPT context, organise information and adapt the writing to its reader. Then incorporate an updated source and leave instructions for repeating the task with the correct reporting-period data.
We adapt the selection and depth of the modules to the group's starting point and goals.
01Work with context
Conversations, instructions and selection of suitable information for each task.
You will work on
- Define the report’s reader, period and purpose before requesting a draft.
- Identify each report’s current version and separate figures, observations and missing information.
- Prepare a request with specific sources, a structure and criteria for checking the result.
- Practice
- Organise the May log and practice internal notes; define what Operations needs to know and prepare the report outline.
- How you will check it
- An outline and instruction with the period, reader, sources and questions the report needs to answer.
02Apply it to real tasks
Drafts, summaries and information organisation using examples from the group's work.
You will work on
- Turn the log and notes into a short report with figures, observations and outstanding matters.
- Adapt the report into a team note, adjusting length, structure and tone without changing its data.
- Check figures and conclusions against the sources before finalising either text.
- Practice
- Draft the May report and a five-line team note; check that both communicate the same content at the right level of detail.
- How you will check it
- A structured report and short note with traceable figures and clearly identified open questions.
03Review and reuse
Fact checking and preparation of instructions that the team can adapt.
You will work on
- Replace the earlier reference with the corrected version and explicitly identify which source to use.
- Update figures and messages in both texts when the source changes, without assuming an old upload updates itself.
- Save instructions and a checklist for repeating the task; organise material in a Project if it suits the environment.
- Practice
- Incorporate the corrected log, update both texts and hand the instructions and checklist to another person.
- How you will check it
- Updated texts and a reusable guide identifying the current source and explaining changes.
A monthly report ready for the team
Teaching example
Suggested practice: prepare a draft recurring report with practice documents, check it against its sources and review what changes when one of them is updated. We can use a Project when it fits the scope and plan. The exercise is agreed for each edition.
Fictional classroom case. Operations needs to summarise May’s internal requests and share the main points with the team. We use a log and internal notes. The corrected log records 40 received, 26 resolved and 14 pending, replacing an earlier count of 28 resolved. No comparable previous-month data is available.
- Starting point
- Figures and observations are spread across a log and notes. Every month someone brings them together, writes the report and summarises it again for the team.
- First attempt
- The group asks ChatGPT for a report with figures, observations and outstanding matters, plus a short team note. The teaching draft we review retains a figure from the earlier log and a monthly comparison with no source.
- What we review
- The trainer helps organise the message and check it against the current log. The group updates the figures, removes the unsupported comparison and checks that the report and short note communicate the same content.
- Result
- The result is a May report and short note with 40 requests received, 26 resolved and 14 pending. Both identify the current source; the instruction and checklist can be reused for the next reporting period.
Request log · May · version 2
- Received
- 40 requests.
- Resolved
- 26; corrects the earlier version’s 28.
- Pending
- 14 after reviewing two incorrect closures.
- Previous month
- No comparable figures supplied.
Prepare a short May report with figures, observations and outstanding matters, plus a five-line team note. Use version 2 instead of the earlier log. Check data and avoid unsupported comparisons; retain the same essential content in both texts.
Draft we review
We received 40 requests and resolved 28. Service improved compared with the previous month.
After checking the source
According to May’s log, version 2, 40 requests were received: 26 resolved and 14 pending. Two closures from the earlier version are corrected. Without comparable prior-month data, no monthly improvement is claimed.
Teaching texts from a fictional case; the draft illustrates errors for review practice, not a guaranteed ChatGPT response.
Before calling it complete
- The report identifies its period and current source versions.
- Figures match the corrected log, with no earlier-version values left behind.
- Comparisons and conclusions rely on available data; information gaps stay explicit.
Four sessions to put it into practice.
Reference edition · 8 h live
Reference edition: 8 live hours across 4 sessions of 2 hours. The report, short note and update are prepared with fictional documents during the sessions. Uploads and Projects depend on confirmed features; any additional preparation is agreed before starting.
- Session 12 h
Shape the report
Define the reader, questions and structure; prepare practice documents and an instruction with context.
By the endA report outline and a request with identified sources.
- Session 22 h
From the log to the first report
Summarise figures and notes, organise outstanding matters and check claims against their sources.
By the endA short monthly report answering Operations’ questions.
- Session 32 h
Adapt and update the communication
Create a team note and incorporate a corrected log, checking what changes in both texts.
By the endAn updated report and a five-line note sharing the same essential content.
- Session 42 h
Leave a reusable routine
Try the method with another fictional log, incorporate feedback and organise instructions and checks; Project optional.
By the endA guide another person can use to prepare the next report.
If your team needs to go further
- Automating source updates, connecting company systems or distributing reports requires separate scope.
- Analysing large datasets, building dashboards or defining company-wide AI policies is covered in another programme.
Learn with someone who develops projects for companies.
Borja Martínez
The Optimal Flow consultant
Over two years of experience developing projects for companies across industries and sizes.
Borja is the planned trainer for this programme. Dates, language and his availability are confirmed when the edition is agreed.
With guidance, practice and support.
Each delivery includes working materials, feedback on practical work and assessment against the agreed objectives.
Materials you can keep
Downloadable, versioned guides, exercises and review criteria for internal use.
To prepare and complete the delivery
A short recommendation, an editable communications kit and a group learning report.
TOF’s own certificate
A certificate of achievement after the agreed assessment. It is not a vendor certification.
A month of email support
On the content covered, up to two accumulated hours for the whole group.
Your team carries out the practice. Implementation services are agreed separately. See the scope →