An office manager at a tidy desk sorting a stack of printed emails and folders into neat piles, mug of tea.By skill

ChatGPT for Everyday Work

What you’ll be able to do: After this course you can turn a long meeting transcript into decisions, an action-items table and a follow-up email, answer a messy customer thread with every promise checked, and get answers and a chart from a spreadsheet export. You also set ChatGPT up for your work: delete chats that hold client data, keep each client in its own Project, a brand-voice Project, a one-page SOP in an editable document, an incident report, images for a sale poster, and a multi-step job handed to ChatGPT Work. 14 modules, about 2 hours, no coding.

Who it’s for
Office staff and managers who already have ChatGPT and want real time back.
Time needed
About 2 hours of hands-on practice: 14 modules of 2 to 10 minutes each.
Cost
Free. No credit card, no trial, and no sign-up needed to start.
Level
Beginner to Intermediate
Prerequisites
None for the practice: a web browser on a desktop or laptop. To repeat the modules in your own tools: a ChatGPT account.
Format
Self-paced and online. Each module runs in a practice copy of the real tool that checks every step, then a checklist walks you through doing it for real.
Tools you practice in
ChatGPT.
14 modulesBeginner to Intermediate~2 hr of practiceFree

The business case

The problem

Office time goes to writing up meetings, redrafting replies, explaining the business to ChatGPT again, reading spreadsheet exports nobody opens, and procedures that live in one person's head.

The payoff

ChatGPT set up for the work you already do: recaps, replies, spreadsheet answers, a brand-voice project, an editable SOP and incident reports.

What you’ll build

  • Module 2: From the transcript of a team’s Monday meeting: a five-line summary, the decisions, an action items table (task, owner, due date) and the open questions.
  • Module 3: A warm, accurate reply to a customer whose order went sideways: the wrong pickup day, a change request and an allergy question nobody answered.
  • Module 4: You are Morgan, a staff accountant at Calloway & Reyes CPAs, a made-up five-person firm. The partner wants the Okafor Family Trust’s details out of ChatGPT before Friday, without losing the chats the firm keeps for records.
  • Module 5: A ChatGPT project for one client, with the client's rules in Project settings > Instructions. A new chat inside it that follows those rules without being told, and a normal chat that shows you why that matters.
  • Module 6: Two catering quotes for Harbor Street Bakery, a small made-up bakery. The first is for Oakwood Library: 80 guests at $5.20 each plus $30 delivery, $446 in total with a $223 deposit. When the library changes to 100 guests, you type that one line in the same chat and get the new quote ($550, deposit $275), then a two-line text to the baker, Sam, with the new headcount.
  • Module 7: A sales review for Maple Hollow Garden Center, a made-up small business with six months of sales in one CSV file: 1,248 orders across 7 columns (order_id, date, category, product, channel, units, revenue).
  • Module 8: A Project for Brightwater Cleaning, a small made-up company. It has project-only memory, five lines of instructions (who they are, how they sound, which files to use, how to sign off) and two files under Sources: Brightwater price list.pdf and Brightwater brand voice.docx.
  • Module 9: A one-page Front-Desk Coordinator SOP for Harbor Point Accounting, a made-up accounting firm, built from one messy paragraph of notes: answer in three rings, take messages in the CRM, tax-season voicemail checked at 8am and 1pm, never give refund status or SSN details over the phone, greet walk-ins in 30 seconds, and ask Dana when unsure.
  • Module 10: An internal incident report for Ridgeline Supply Co., a made-up warehouse. On Tuesday’s second shift the top layer of a pallet slid off a forklift; no one was hurt and six cartons were damaged. Your notes and two statements disagree: Andre says about 2:15 and a torn wrap, Bree says around 2:30 and thinks he turned too fast.
  • Module 11: An Instagram poster for a fall mum sale at Fern & Stone Garden Center, a made-up shop, with its own logo top left: "FALL MUM SALE", a "3 pots for $25" ribbon, the dates and the address.
  • Module 12: The Sunny Paws Booking Helper, a made-up grooming shop’s GPT, rebuilt as a Project called Sunny Paws Booking with project-only memory. Its five lines of instructions are pasted into Project settings, its three conversation starters become one extra line ("If I type menu, offer these starting points"), and its two knowledge files (Sunny Paws price list.pdf and Sunny Paws policies.docx) go under Sources.
  • Module 13: A supplier comparison for Hollow Oak Landscaping, a made-up small company: a workbook called Hollow Oak Supplier Comparison with a Comparison tab (price per cubic yard, delivery fee and a source link for every number, from three made-up supplier sites) and a Summary tab that prices the usual order and recommends one supplier. Valley Stone & Mulch comes out cheapest at $733.
  1. Module 1 · Stepthrough · Beginner · ~2 min

    Start Here: How Stepthrough Works

    Try the practice in under two minutes: watch a step, click, type, get unstuck with Do it for me, and finish.

  2. Module 2 · ChatGPT · Beginner · ~9 min

    Summarize a Meeting Transcript

    Paste a long meeting transcript into ChatGPT and get the decisions, an action items table with owners and due dates, and a follow-up email ready to send.

  3. Module 3 · ChatGPT · Beginner · ~9 min

    Reply Faster: Customer Emails

    Turn a messy customer email thread into a clear, friendly reply: give ChatGPT the thread and your facts, check every promise, fix the tone, and send it from Gmail.

  4. Module 4 · ChatGPT · Beginner · ~10 min

    Clear Client Data Out of ChatGPT Before It Becomes a Problem: Delete Chats, Clear Memory and Use Temporary Chat

    Someone pasted client details into ChatGPT. Delete that one chat, archive what you keep, clear the one memory it left, set safe defaults and start using Temporary Chat.

  5. Module 5 · ChatGPT · Beginner · ~8 min

    ChatGPT Projects vs Chats: Keep Each Client's Work Together and Stop Re-explaining

    When to use a ChatGPT project and when a normal chat is enough: give one client a project with its own instructions, see a new chat follow them, and see a normal chat ignore them. Real ChatGPT screens.

  6. Module 6 · ChatGPT · Beginner · ~9 min

    Stop Losing Context: When to Start a New Chat vs Keep Going using ChatGPT

    Quote a customer in one ChatGPT chat, change the numbers without re-pasting anything, then start a clean chat for the next customer so their details never mix.

  7. Module 7 · ChatGPT · Beginner · ~10 min

    Analyze a Spreadsheet

    Upload a CSV of sales to ChatGPT, have it check the data first, ask your questions, get a chart you can download, and finish with the three takeaways that matter.

  8. Module 8 · ChatGPT · Beginner · ~9 min

    ChatGPT Projects: Your Brand Voice in One Place

    Set up a ChatGPT Project with your brand voice instructions, your price list and your style guide, so every new chat already knows your business.

  9. Module 9 · ChatGPT · Beginner · ~5 min

    ChatGPT: turn rough notes into a one-page SOP in an editable document

    Paste your messy notes, get a clean SOP in a document you can edit beside the chat, change one paragraph at a time, and check what the AI added.

  10. Module 10 · ChatGPT · Beginner · ~9 min

    Write an Incident Report in 5 Minutes using ChatGPT

    Turn scribbled notes and two witness statements into a clear internal incident report with the facts in order, follow-up actions and every gap flagged, then a neutral update for the team.

  11. Module 11 · ChatGPT · Beginner · ~7 min

    Make Images with ChatGPT for Your Business

    Turn a short brief and your logo into a sale poster with ChatGPT Images, fix wrong text with a comment pin, make a Story version and get a caption to post.

  12. Module 12 · ChatGPT · Beginner · ~7 min

    Replace Your Custom GPT with a ChatGPT Project

    Custom GPTs are retiring (Enterprise: December 11, 2026). Copy your GPT's instructions, starters and files, rebuild it as a ChatGPT Project with project-only memory, and test it on a real customer question.

  13. Module 13 · ChatGPT · Intermediate · ~8 min

    ChatGPT Work: Have ChatGPT Do a Multi-Step Task

    Switch ChatGPT to Work, hand it a real job (compare three suppliers into a spreadsheet), approve the sites it opens, skip a login, answer its question, check the file and make it a weekly task.

  14. Module 14 · ChatGPT · Beginner · ~9 min

    ChatGPT: Write a Cover Letter for a US Job

    Attach the job posting and your resume, get a one-page US cover letter that backs every match with a fact, then have ChatGPT check each claim against your resume before you send it.

Prerequisites

  • For the practice: a web browser. Each module runs in a copy of the real tool’s screens, so you need no account and no sign-up to start module 1.
  • To do it for real: a ChatGPT account. Each module says which one it uses.

Time to complete

About 2 hours of hands-on practice across 14 modules (287 steps in all). Modules take 2 to 10 minutes each, so you can do one in a sitting and come back for the next.

Questions about this course

Is ChatGPT for Everyday Work free?

Yes. All 14 modules of ChatGPT for Everyday Work are free, and you can start module 1 without signing up.

How long does ChatGPT for Everyday Work take?

About 2 hours of hands-on practice across 14 modules, beginner to intermediate. Each module takes 2 to 10 minutes, so you can do one at a time.

Which tools will I practice in?

ChatGPT. You practice in a copy of each tool's real screens that checks every step, so nothing touches your real accounts, and no coding is needed.

Who is ChatGPT for Everyday Work for?

Office staff and managers who already have ChatGPT and want real time back.

Where do I start?

Start with module 1, Start Here: How Stepthrough Works. The modules are in order, so each one builds on the last.

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