Follow along with our webinar ChatGPT 102: Scaling your best work Follow along with our webinar ChatGPT 102: Scale Your Best Work Quick recap: Choose Chat or Work based on the job Choose a task worth repeating Happen regularly Take meaningful time Follow a process that stays fairly consistent Produce a result a person can clearly review The workflow to remember Three checkpoints Cavenridge Client Portal - Project Plan.docx Cavenridge Weekly Project Update Template.docx Cavenridge Client Portal - Milestone Tracker - Week 1.xlsx Cavenridge Client Portal - Milestone Tracker - Week 2.xlsx Cavenridge Client Portal - Slack Seed Messages.md Before you begin Google Drive to retrieve the project plan, tracker, and company template Spreadsheets to read the newest dated tab in the tracker Slack to retrieve current project context and deliver a private summary Documents to create the weekly update as a Google Doc Skills to save the tested workflow Scheduled to run the workflow every week Create a Google Drive folder named Cavenridge Client Portal Launch and a subfolder named Weekly Updates . Add the project plan, weekly update template, and Week 1 milestone workbook to the main folder. Rename the tracker tab Week 1 - Jul 31 . Keep only this tab in the tracker for the first run. Create or reuse a private demo Slack channel named client-portal-launch . Add the baseline messages from the seed file in order. Treat each bolded fictional name and role plus the paragraph beneath it as one Slack message, and include the name and role in the message text when posting from a single demo account. Wait until every message is visible, then record the actual posting cutoff for the first prompt. Choose a harmless private destination for the notification, such as your own Slack direct messages. Do not use a real team channel for practice. Open Plugins , connect and authorize the required tools, and confirm that ChatGPT can reach the demo folder and private channel. Authenticate if prompted. Demo 1: Create and improve a weekly project update in Work What to remember Confirm that Google Drive, Spreadsheets, Slack, and Documents are available, enabled, connected, and authorized in your workspace. Open a new Work conversation and paste: Open the completed Google Doc and the private Slack message. The document is in the Weekly Updates folder and follows the Cavenridge template. It includes an executive summary, milestone progress, risks, decisions, and priorities for next week. The overall status is Yellow. The data migration test is delayed, SSO is waiting on the vendor, and the August 24 beta date has not moved. It includes newer Slack context: the accessibility review passed, six clients confirmed for the beta, and the custom report builder is out of the first release. Important claims link back to their sources, and missing or contradictory information appears under sources or open questions. The Slack message contains the three updates that most need attention and a link to the full document. The original files are unchanged, and nothing was shared with other people. Add the rules that are not in the template Decisions and requests for help appear first in the executive summary. Milestones use a status and an explanation, not an invented percentage complete. The Slack message has three short bullets and a link. The workflow now contains a rule to use the most recent dated tracker tab.

Save the tested workflow as a skill What to remember In the same Work conversation, paste: Answer any follow-up questions and install the skill when prompted. Open Plugins → Skills , then open Weekly Project Update . Review the instructions and resources ChatGPT included. Find the fixed Slack cutoff copied from the first assignment and replace it with a rolling window that includes messages through the current run time: Save the change. If your workspace permits skill sharing, review the skill again before sharing it. One-time facts and dates are not frozen into the reusable instructions. The template, reporting rules, source locations, output destinations, and review expectations remain. The skill uses the most recent dated tracker tab and includes relevant Slack messages posted since the previous update through the current run time. Every included resource belongs in the skill and is appropriate for anyone who may receive access. Demo 2: Test the skill with fresh information What to remember Open the existing milestone tracker and create a tab named Week 2 - Aug 3 . Paste the data from Cavenridge Client Portal - Milestone Tracker - Week 2.xlsx into that new tab. Do not upload the Week 2 workbook to the connected Drive folder. After the first run, add the fresh August 3 scenario messages from Cavenridge Client Portal - Slack Seed Messages.md to the private demo channel in order. Again, include each fictional speaker’s name and role in the same message as their update when posting from one demo account. Wait until every message is visible before starting the test. Slack will use the real posting time. Open a completely new Work conversation and paste: Open the completed update and the Slack message. The skill uses the Week 2 - Aug 3 tracker tab and the new Slack messages. It catches the disagreement about the security review. The tracker says it is on track, while a newer Slack message says final approval is paused because of a password-reset issue. It says the help-content milestone has no confirmed owner instead of guessing one. It still follows the company template and the four reporting rules you added. The Slack notification remains short and links to the complete draft. Put the workflow on a schedule What to remember Return to the Work conversation and paste: Review the scheduling confirmation. Open Scheduled in the ChatGPT sidebar to see the next run, change the timing or request, pause the task, or delete it. The task runs every Monday at 11:00 a.m. in the intended time zone. The tracker will be updated before the scheduled start time. The workflow uses the newest tracker tab and relevant Slack messages posted since the previous update through the current run time. The completion notice goes to the intended private Slack destination. The result remains a draft for you to review. It is not sent directly to leadership. Two useful prompts to try Find a recurring task Pressure-test a workflow before scheduling it  ChatGPT 101 webinar resource guide   Plugins in ChatGPT and Codex   Skills in ChatGPT   Scheduled tasks in ChatGPT   Agents and Workflows course   ChatGPT use cases   OpenAI Academy events   Enterprise privacy and business data