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Duration 14 hours
Course Outline
- Day 1: Integrating ChatGPT into Daily Workflows
- Navigating the OpenAI Ecosystem
- Understanding models and reasoning capabilities, and when extended thinking adds value
- Comparing Plus, Business, and Enterprise plans, focusing on data protection and usage policies
- Key distinctions from Claude, Copilot, and Gemini
- Practical Task: Execute a typical business task using both a fast model and a reasoning model, then compare the outputs.
- Personalization and Instruction Design
- Developing effective personal (custom) instructions
- Managing memory settings: checking, correcting, and toggling off, including temporary chats
- Structuring high-quality prompts with clear goals, context, examples, and formatting
- Iteratively refining results rather than restarting the process
- Practical Task: Draft personalized standing instructions and test their impact on two specific tasks.
- Data Handling and Analysis
- Uploading, querying, and comparing PDF, Word, and Excel documents
- Generating insights, charts, and pivot summaries using the analysis tool
- Reviewing calculation logic and performing spot-checks for accuracy
- Practical Task: Analyze an anonymized Excel dataset and support three key insights with charts.
- Canvas, Media, and Voice Features
- Collaborative editing of texts and documents within Canvas
- Generating and adjusting visual assets for presentation slides
- Utilizing voice mode and dictation for note-taking and preparation
- Practical Task: Revise a report in Canvas and create a corresponding graphic for a presentation slide.
- Day 1 Deliverable: Participants will have personalized standing instructions, a verified data analysis, and a refined text from their daily work.
- Navigating the OpenAI Ecosystem
- Day 2: Advanced Capabilities with Projects, GPTs, and Agents
- Projects for Recurring Tasks
- Setting up projects with specific files and instructions
- Managing shared projects across the team
- Maintaining organization as chat history grows
- Practical Task: Create a project for an ongoing topic using three files and one instruction.
- Building Code-Free Custom GPTs
- Configuring instructions, knowledge files, and conversation starters
- Performing quality assurance with test queries
- Sharing in the workspace, managing permissions, and handling maintenance
- Practical Task: Build 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
- Defining research tasks with specific questions, sources, exclusions, and format requirements
- Verifying sources and reviewing supporting content
- Practical Task: Create a deep research task on a technical subject and verify three sources.
- Connectors and the ChatGPT Agent
- Linking to file storage, email, and calendar systems
- Using the ChatGPT agent for multi-step browser tasks
- Implementing approval gates, setting limits, and managing risks in autonomous workflows
- Scheduling tasks for recurring overviews
- Practical Task: Delegate a multi-step research task to the agent and monitor the workflow with approval steps.
- Future Outlook and Team Governance
- Understanding the implications of Codex and Sora for departments (non-technical overview)
- Establishing rules for data handling, review processes, and shared GPTs
- Creating a personal 30-day action plan
- Practical Task: Define three specific usage rules for your team.
- Day 2 Deliverable: Participants will have an established project, a shared custom GPT, and a verified research output. The team will be proficient with agents, connectors, and internal rules.
- Projects for Recurring Tasks
Requirements
- Requirements: A laptop, a ChatGPT account (Business or Enterprise tiers are recommended, though Plus is acceptable), and anonymized sample files from daily operations.
- No programming experience is necessary.
Target Audience
- Employees and teams utilizing ChatGPT Plus, Business, or Enterprise who aim to evolve from simple chats to implementing 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
