Complete your first full task with ChatGPT
Go from a prompt and files to a result you can open and review, choosing Chat or Work to suit the task.
Let's understand the idea
Start with something you actually need, such as a weekly report from two files. Say who the assistant will help, where the information is, and what result format you want. You don't need to name every technical step before understanding the requirements.
In Chat, discuss, write, and use available tools. With Work, hand over tasks involving steps, files, and actions depending on the environment. Choose what fits the need, specify sources and what needs your review, and open the deliverable at the end. “Done” alone isn't a test.
Tools for this workflow
Choose from what's available to you. You can use these prompts with several tools. What they can carry out depends on supported features and files.
See tool details and uses in the Tools library →Examples to expand the idea
A doctor has a new 60-page Guideline. They upload it to ChatGPT, specify that it's the only source, and request a one-page summary of key changes for colleagues, with a page number beside each point. They check the points against the file before sending it.
A file from multiple sources
Define each file's role and which version takes priority if they conflict.
Use a connected app
Connect the app containing the material and test access to a familiar file before the larger task.
Move work between Chat and Work
Keep a summary of the task, sources, and decisions instead of assuming every space sees the same context.
Steps from start to delivery
Open any step by its heading. Each explains what to do, why, and what to check before continuing.
1Define the required deliverableA prompt with an output and review criterion.Details
Acceptance criteria prevent settling for a response that only looks good.
What should I do?
- Specify the task, audience, format, and deadline if relevant.
- Define what makes the result usable.
Tools for this part: choose oneA guide for this stepHow do you get started with ChatGPT and produce work you can use?2Organize files and contextClear sources with defined priorities.Details
A file's role matters more than the number of files.
What should I do?
- Identify the latest version and why each source is included.
- State what you don't yet know and what must not be guessed.
Tools for this part: choose oneA guide for this stepHow to talk to AI to get the result you have in mind3Choose where the work happensAn environment with access to the required material.Details
Access to the web, apps, and device files varies by environment.
What should I do?
- Start in the right conversation and explicitly request action if needed.
- For websites or apps, confirm access and supported actions.
Tools for this part: choose oneA guide for this stepHow do you get AI to carry out a task instead of just explaining it?4Review a sample and continueContent checked against the inputs.Details
A short sample reveals scope errors.
What should I do?
- Review the calculation method or first part of the text.
- Request a specific edit and continue with the approved result.
Tools for this part: choose oneA guide for this stepHow do you get started with ChatGPT and produce work you can use?5Open the output and save what workedAn actual deliverable with clear limits.Details
Delivery isn't complete until you can use it.
What should I do?
- Open the file or link and check its core function.
- Record what was completed and what couldn't be done. Save instructions for repeating the task.
Tools for this part: choose oneA guide for this stepHow do you help AI understand your work with projects and skills?
Prompts for your work
Open a prompt and fill in your details. Empty fields remain visible so you don't forget them.
Hand over a clear taskOpen it to copy or tailor the prompt
Prepare the listed inputs and start with the prompt in an available tool. Open the output and review it against your work.
Copy the prompt as it is, or tailor it with your details first.
Tailor the prompt to your workOptional: add your details and the prompt adjusts itself
View full prompt
Why is the prompt written this way?
Requirements, sources, and acceptance criteria clarify what to work on and how to judge whether the result helps.
Review the deliverable and editOpen it to copy or tailor the prompt
Copy the prompt as it is, or tailor it with your details first.
Tailor the prompt to your workOptional: add your details and the prompt adjusts itself
View full prompt
Did the result serve your original goal?
Return to the inputs and sources, and open the output where you'll use it. Check these points before relying on it.
- Were the task and required format delivered?
- Were current sources used?
- Were the file, links, and calculations checked?
If there's a problem, name the unsuitable part, show an example, and request a specific edit.