AI at Work: Start Here
Use AI on real office work this week, without leaking client data.
Who it’s for: People who have never used AI for work, and the managers rolling it out.
- Module 1 · ChatGPT · Beginner · ~7 min
Use AI at Work Without Leaking Client Data using ChatGPT
Someone in the office pastes a client’s email into ChatGPT to save five minutes. The email has the client’s full name, home address and new bank account numbers in it. Now those details sit in a chat on a personal account that may be used to train the AI.
- Module 2 · ChatGPT · Beginner · ~10 min
ChatGPT: Keep Client Data Safe, Set Up Your Team’s Data Controls in 10 Minutes
A client emails before renewing: "Can you confirm whether our files are ever put into ChatGPT, and what settings you use?" Their insurer now asks every vendor. You need a short written answer, and right now you do not have one.
- Module 3 · Claude · Beginner · ~10 min
Roll Out a Team AI Policy in One Afternoon using Claude
Your team is already using AI, with or without rules. Someone tried ChatGPT on a proposal, someone used a free tool to tidy a client spreadsheet, and nobody ever said what is okay.
- Module 4 · ChatGPT · Beginner · ~8 min
Prompt Writing 101
Most people give ChatGPT one quick sentence, like "Write an email to my customers about our new service." Back comes something that looks finished: emoji in the subject line, "Dear Valued Customer", and blanks like [Service Name] and [Benefit 1].
- Module 5 · ChatGPT, Claude, Gemini, Copilot · Beginner · ~8 min
Choose the AI Assistant Your Team Should Use, Tested on ChatGPT, Claude, Gemini and Copilot
Every office has someone who says ChatGPT is best, someone who swears by Claude, and a manager who has to decide which subscription to pay for and which one staff may use with client work.
- Module 6 · ChatGPT · Beginner · ~9 min
Summarize a Meeting Transcript
After every meeting, someone spends half an hour writing up what was decided. Or nobody does, and the tasks quietly get lost until someone asks "wait, who was doing that?"
- Module 7 · ChatGPT · Beginner · ~9 min
Reply Faster: Customer Emails
An upset client email sits in the inbox while you draft and redraft a reply. The longer it sits, the angrier they get, and the more careful the reply has to be.
- Module 8 · ChatGPT + Gemini · Beginner · ~9 min
Projects vs Gems vs Gemini Notebook: Which to Use
Your firm has the documents every answer depends on: a price list, the policies, the FAQ new staff keep asking about. ChatGPT Projects, Gemini Gems, Gemini Notebook (formerly NotebookLM) and "knowledge bases" all promise to let AI use them. Most teams pick one at random, or try all four and keep three copies of every file.
- Module 9 · ChatGPT · Beginner · ~7 min
AI Agent vs Chatbot vs Automation
Every vendor now says "AI agent". Your manager asks whether you should buy one, a colleague says you already have an automation, and someone else just uses ChatGPT. Without knowing the difference, you either pay for the wrong thing or keep doing by hand a job a tool could do.
- Module 10 · Webhook.site · Intermediate · ~6 min
What a Webhook Is, in Plain Words
A prospect fills in the contact form on your website. The message lands in an inbox someone checks twice a day, and gets copied by hand into a spreadsheet, if anyone remembers. Every automation that fixes this starts the same way: "when someone fills in the form".