Intro to ChatGPT Work: The Power-Up with wordPower

0:00Thanks everyone for joining. Really nice to see you. Some familiar faces, some new faces as well. We're here to talk about chat GPT work today. Um and the main reason is we see it is a huge step change in the world of AI. Um a huge leap forward in what you can achieve, but a lot of our clients are still using chat GPT the old way. So we're here to share what we've learned so far. Curious

0:27from the group before we start. Whereabouts are you with chat GPT work? Answers in the chat. Have you a never used it? B using it a little bit. C sometimes D using it daily. Okay. I've got some A's, got some C's, got some D's. Okay, Liz, you're doing doing well. Cherry, you're doing well as well. Liz,

0:51what's your favorite like use case? I love that it can edit documents for me now and it can actually go and do those things. It's amazing. It's a good change. Good change. Yeah, that's a huge that's a huge difference. Cole, thank you for for sharing. Yeah, and hopefully we'll move some of those B's and C's towards towards the D's by the end of end of the session as well. If you haven't met us before, we are WordPower. We're an AI enablement company. So, we're helping clients on a daily basis with their AI adoption through training, through consulting, through building agents, etc. My name is Daff and I'm joined by

1:32my co-founder Tom. Hello. And we've got a bit of a Chicago sporting theme to our avatars today. Tom, I gather there's some like important baseball happening. Yeah, there is. And I deliberately didn't tell you, but your Cubs got knocked out last night while the White Socks are moving on to the next round. So sorry that it worked out that way

1:51with your avatar. Well, that is devastating news. I'm clearly a huge huge fan. So yeah, that's that is that is tragic. And obviously Chat GPT made these these avatars for us as well. But that is us. You're definitely involved in this session as well, everyone who's joined. So please do interrupt us um as much as you'd like. ask us questions. You can use the microphone, you can use the chat. Um, it'd be lovely to hear from you. Um, and definitely get ready to get hands on, get ready to explore chat GPT work. Um,

2:24gather it's available on all accounts. We will be using the desktop app primarily today cuz we recommend it. It's a little bit more powerful than the web browser. If you haven't got the desktop app, um, you can still, you know, watch what we're we're doing and following along with the demo. um or you can go ahead and download it now as well. Yeah, slightly more powerful than the the browser. And like the flow of the 30 minute session we've got, we're going to do a bit of an overview of what

2:52chatbt work is and why it's so good. We're going to do a hands-on activity with a demo. Tom's going to lead and then we're going to explore different use cases as well, how we see our clients getting the most out of the platform. Hope that sounds okay for everyone. And I'm going to drop a couple of links into the chat as well. That's for the hands-on activity later. If you are using the desktop chat GPT app, download these files and save them to a new folder on your desktop called receipts. So create a new folder on your desktop called receipts. Download these files, put them in there, and we're

3:32going to do an activity where we're organizing them, creating documents around them, etc. Hopefully those links work, but give me a shout if you've got any problems doing that. No need to do anything else with them just yet. We'll come to that a little later. But yeah, let's dive into talking about chat GPT work and uh yeah, what makes it

3:52it special. Definitely the clue is in the name chat GPT work. Similar to Claude Co-work, it's its ability to do real work for you. You're no longer just chatting with the AI. you're able to delegate tasks to it and it'll go away and do useful work for you. But Tom, how does that happen? What what enables it to be able to do

4:16that for you? Yeah, there's definitely a lot of things that are amazing about chat GBT work. We wanted to highlight three big differentiators that you likely feel when you transition from chat to work yourself. So, the first one is work is a lot better at handling long horizon tasks. you can give it a really meaty goal um and it will devise a plan and sometimes even spawn small versions of itself called sub agents in order to complete that plan. But you essentially are no longer confined to the short interactions that you have um when you're exchanging conversations with chat. Uh you can have work build out a

4:48plan and execute a multi-step plan even course correct when things go wrong on your behalf. Uh second piece because we're now talking about work, we really want to get beyond our chat GPT interface and into the outside world and we can use plugins and a native web browser and chat GBT work to do that. So plugins are ways to connect with outside applications sometimes just to retrieve information and pull that into your workflow, but other times to actually manipulate the applications and make changes um adjust setup um so on and so forth. uh for applications that do not have plugins uh where you can't easily connect them to your chat GBT uh chat

5:26GBG work has a bit of a Swiss army knife in the web browser where it can navigate to nearly any website um and use a mouse and a keyboard just like a human would right alongside you. So again we move away from the exchange of text and now we're really talking about interacting with the outside world to do real work. And then third piece and what tends to be most confusing for folks when they're migrating from chat to work is local file access. So much of the firepower that you get from using chat gbg work comes from the fact that it can deal with real files on your computer and do

5:58nearly anything that you could on your computer to those files. So the folder that you just created on your desktop is essentially going to become a collaborative workspace between people and AI where you can see and inspect and change files just like chat GBT work can on your behalf. So we'll make sure to double click into that one today in our

6:17demo. Yeah, that's definitely a bit of a a game changer. Chatgbt editing my files, moving them around, renaming them, etc. is uh yeah, something that takes a bit of bit of getting used to. Um okay let's dive into our first use case and also the hands-on activity. Um so the first one relates to that local file access. Um we're going to share some um kind of use cases more for inspiration about what the what the app can can do. But

6:46the first one here is receipt tracking. So, the ability to for chatbt to pull in files onto your folder on your desktop, um, rename them, reorganize them, create a tracker, um, keep that tracker updated, etc. Um, really useful use case. Um, Tom Katherine's asking, are there limitations between the desktop app and the iPad app? And the iPad app, you know, I can say we don't have a tremendous amount of experience with the iPad app. I suppose it's going to act like the mobile app and so it should behave more like the web app as well. So in today's session we're going to talk about mounting to

7:25that local folder. I don't believe you have the ability to do that in the iPad app. Um you will however get some of the benefits of work anytime you can see that work toggle like the ability to complete long horizon tasks and do a kind of a better deeper job of how it interacts with applications and the the outside world. So you'll get much of the benefit, but I don't think you can do

7:46this this local mounting. Um, thanks for the question though, Katherine. Tom, do you want to dive in, give us a bit of a tour of the UI and um, talk through this use case? Let's do it. And feel free to join along with me. I'm going to go ahead and hop right into the chat GBT desktop app and

8:02suggest you do the same. So here we are. This is likely the chat mode that you are familiar with. And right here at the top, you can see I have this toggle between chat and work. And in chat, you know, you have kind of a simple clean bar here for where you type your prompts. When I flip into work, I immediately get some more options because again, work is really just a bit more capable. So, I get some more um capabilities. So, the first thing you notice is that work is pushing you to choose a project. You might have used projects in chat. It's a place

8:32where your conversations all get retained in one place for a given theme. Maybe an account you're working on, a project that you're working on. In work, it's also a place where the files and the assets that you're continuing to work through as you revisit that project can live. So you're not constantly dragging files into the conversation, you can use this project folder as your home base. And the more that you work within a given project, the smarter and the more useful it becomes. So projects

8:55are really important for chatgbtg work. I also get this plugins drop down. Plugins are different applications uh that are directly connected with chat gbt. Chat GBG work can do amazing things with my project management board in a sauna for example like set up an entire quarter's worth of tickets make adjustments tag people all the sort of things that I might do in that application work can do on my behalf using the plugins it sounds with that it becomes kind of central to your to your workflows across different different tools. Yeah, this has been a huge change for our team at WordPower and a lot of our customers is

9:29their chat GBT accounts becoming their home base for how they use other applications. And a lot of folks thought that AI tools would make it so that you don't need external applications where you're just doing all your work in chat GBT, but really the more businessfriendly workflow is continuing to have those apps, but using your your chat GBT work interface as sort of the home base to to control and work with many apps at once. A

9:52nice baseball reference as well, Tom. Thank you. Two other things that you'll notice here because chat GBG work is going to do longer horizon tasks. It's going to make a plan and work through it. There's a permission slider. So, we can tell ChatGBT to always ask for approval as it's working with files and using the internet. If you're totally new to this, that's a fine place to start and it will just force you to check in at different points in time and to make sure that you're kind of involved and and not making any mistakes

10:19or doing anything you don't want to do. Middle slider is approved for me. That's how I have it for now. it's going to make a lot of decisions on behalf on my behalf. But when it sees something that it thinks is problematic, it's going to check in and then if you're really cooking, you can flip to full access where you don't get these check-in points and you're really letting your cloud work your work work autonomously on your behalf. So, I'll leave mine on approved for me to now for now. And then the last thing I'll point out is when I switch from chat to work, I got this

10:44richer model selector. So, we won't spend too much time on this today, but you have a greater control over the exact model you're using and how hard it's thinking for a given task. I have this set on light mode so that it moves pretty fast during our demo today. And Tom, would you generally you're are you using the the best model [clears throat] on its like most advanced mode or Yeah, I'm using one of the latest models. You um so when I go into the slider here, you'll see these different models here. Astro Soul and Luna are the three within ChatGBT. Um Luna is the fastest. Soul's in the middle. Astra is

11:18the slowest and most powerful. You can see here they released a new version of soul, right? So there's a little bit of keeping track of what kind of the latest model is that you don't think about as much when you're in chat, but you do think about a little bit more when you're in work. So I would kind of keep an eye on this. They arrange them based on latest and greatest. And right now, Soul 6.1 is a great place to do most of

11:37your work. Boom. Cool. Okay, great. So I'm going to go ahead and select a project here. I'm going to grab one that I was working on earlier called LinkedIn post performance. And now, you didn't see the change, but I'm now in this new workspace. And again, these workspaces are really, really powerful. There's a button on the right, the top right. You push that and a slider comes up and I'm now in the combined file and web browser for this project. So, if this project wants to use the internet, if it wants to pull up files, all that's going to

12:09appear over here. And if I click on that files button, I can now see the exact files that I have in my folder. So in this example, I was working through a LinkedIn post analysis. It took several screenshots of LinkedIn posts that I've made by using the web browser. It wrote that into a performance summary document. And importantly, it's controlled by this agents.md file, which are essentially the instructions for how we want work to behave when it's working in this folder that it's been mounted to. So we'll come back to this in a minute, but essentially this is the persona. This is the agent that defines how your project

12:44is going to behave when you interact with it. So I'll show you real quick um an example of a bit of more builtout conversation. So here's the same project where I have deployed work to take screenshots for me. You can see the screenshots. Here's the actual web browser that it used my actual logged in LinkedIn account. There's a button up here to import cookies and passwords. I went ahead and did that and work sure enough pulled this up. Typed in the information to search the post of mine that it needed to. took screenshots, scooped up what it needed to put together, put that in a nice file

13:15folder, and that's all kind of contained right here within my my workspace. Is it weird watching the AI control your browser? The first time it's very weird. The first time it's very weird. I found that there's a comfort that comes pretty quickly once you see it. Use the browser to do things that you have done before the same caliber as how you've done them. So, I'd suggest starting with kind of a familiar task so you can quality

13:38check the work a little more directly. But yeah, I've been extremely impressed with its ability to use new websites that I'm not familiar with. Um, I had it in my Salesforce account clicking buttons the other day. Um, which is something I don't want to learn, right? I don't want to go to the the wiki in in Salesforce. So, really yeah, really

13:53gamechanging uh tool. Okay, should we dive into the uh receipt uh tracking? Yeah, let's do it. So, let's go into our working demo for today. I'm going to go over here and click new chat. Hide this bar. It's got me locked in the project I was in before. So, I'm going to just X out of that. And now we're going to create a new project. So, this is the part for you all to follow along with. Make sure

14:17you're in work mode. Click this project button. Choose project. And then click new project. So, we're going to go ahead and name this one. Call it expenses. And this is going to be a project where we analyze receipts, put together expense tracking. This button right here where you click add, this is where you're going to go grab that folder that

14:37you set up on your desktop. So mine is called receipts. Perhaps yours is called receipts as well. And there we go. I can see that folder right there. You're essentially giving Chat GPT access to do whatever it wants with that that folder. Yes. Which goes two ways. One, it can now delete anything in that folder and I might not be able to get those files back. So, I need to be really sure that it's somewhere that I'm comfortable giving work permissions and and room to roam. I haven't had that issue personally, but it's definitely it's possible. Also, your work will behave based on the instructions in that folder

15:11and might do things like run files in that folder. Um, and so you really need to be comfortable that the folder you're mounting to isn't some random place you got off the internet. It's your environment that you've actually built out for yourself. Okay, great. So, we have our new project. We've named it as expenses. is I have the model selector on low

15:31and now I'm going to tell it what to do. So I'm going to say your role is to help me with expenses by relabeling, categorizing and storing info from my receipts which will be supplied as PDFs in your folder. Really important into the chat if you want to do that as well. Great. So yeah, go ahead and grab that and drop that in. And really important is this last line, add this to your

15:53instructions. So you can just tell your work projects how to behave and it will write that into that agents MD file that I showed you earlier. So I'm jumping back into this file view. Here are all the things that are in the folder we mounted to. We have these three sorry that's from before. We have these three receipts. These are all receipts that were sitting in our folder. And now we have this

16:16agentmd file. And I didn't type this. This was not in the folder before. Right? Just based on the guidelines that we just gave work. It built out its own instructions for how to behave as an expense receipt assistant. So every time that I work with this project, it's going to read these rules and then respond with me accordingly. So we told it to talk like a pirate. It would talk like a pirate here from every

16:35conversation out mounted to the folder. Kind of amazingly, I can type right in here. So I can adjust these instructions if I want or at any point in the conversation, I can ask it to make updates to those. Okay, now we're going to drop in our second prompt. Let's do some organization and set up our workspace. So, I'm going to ask you to organize that folder so that there's a raw receipts folder and a process receipts folder. Put the existing ones in the raw receipts folder and make an update to your instructions that you should move them into the process folder once we've analyzed them. I'm setting up the

17:07workspace with a again a raw folder and a process folder and I'm telling work to update its instructions to be mindful of this and and follow these rules. And boom, you saw it right in real time. when asked to process receipts, start with the raw receipts folder and work through our little process that we just

17:23talked about. Yeah. And I think another thing to call out as well, as well as being able to like manipulate your files, it will also use them always for context. So, anytime you're working on something new, it will be looking at your folder, understanding what's within there and using that. So, if you've got documents about your clients and what they do, previous reports, etc. Your project is getting

17:44more useful and more powerful over time. Yeah, it's a great it's a great point. And you can use these instructions to guide how it handles that context as well. Like never reply to me unless you have reviewed every document in our folder or always make sure you view the handbook that I put in there as something very specific. So you have a lot of control for how it's going to use that that workspace. I just did a little refresher. I just closed my file menu and brought it back. And now I can see these folders here. I have the process receipts folder is empty. I have the raw

18:13receipts folder that has the raw receipts in it. All right, now let's process them. So, I'm really giving it a simple prompt at this point. In work, when you've set up your project to behave the way you want it to, the actual instructions to get work done end up being pretty short. So, I'm basically just saying process the raw receipts and it knows what to do with them. Then, I'm adding this additional step of building out a tracker spreadsheet that's going to highlight

18:38the details from each receipt. Yeah. And I guess this it hits on the kind of one of the key benefits from chat GBT work is document creation. It can build new documents that you tell it based on templates you provided, based on instructions, based on the branding you've you've got. Super powerful. Yeah. In this case, I'm using a simple prompt. I'm telling it to build a tracker. But yeah, if I had an existing tracker that I wanted it to populate or I wanted it to model things after, I would just drop that in the folder and guide it to reference that file in the

19:08folder. And I guess worth flagging you as you're on like the light mode, your tracker might be a little bit bit ugly, but um if you are using a little bit more advanced, it will be a bit bit better, look a bit better, function better. That's often because of the extra sort of QA that agents are are doing on the

19:26documents it's making. So this might take a minute to run. I could show us a completed one if we think that'd be a better move. Yeah, sounds sounds good. I think that's another change that people people struggle to get used to at the start with chat GBT work is getting it to do something and then going away and doing something else while it it completes that activity. You know, I when I started I was often waiting for the response. Um, but that's definitely not

19:56the the the right workflow. Yes, I can jump into this other project, this other task without interrupting the the buildout from the initial task. It's a it's a really important point. Okay, let's see how we did. So, here is an expense tracker, two tabs. Um, I asked it to do a little bit of visualization. So, it, you know, did some color bars and and things like that. And again, if I come over and just look at my file menu or my uh my folder, how it's been organized. I can see in the process receipts folder, I got these nice renamed files. They're all following the same format. Now, my raw

20:32receipts folder is empty. I have my expense tracker right here. And again, I have those guidelines if I ever um need to update those. Now, one last cool thing that I didn't get to in the last demo just for time, but we can actually tell our work project to take actions without us. So, we could tell it to do this perhaps once every week. So, let's tell it schedule a task to pull receipts from my email, process them, and update the tracker every Friday. And that gives me this cool little scheduled task here. pops up in its own little widget. So, this task is called weekly Outlook receipts. And

21:09it's going to say, "Every Friday, I'm going to go look into the user's inbox, see if there's any receipts, grab those, put those in this folder, and process those um and complete the task and move them into the process folder. So, now my project has gone from just a workspace where I'm doing work to really an agentic experience where my chat GBT is

21:28doing work on my behalf." Yeah, that's essentially an agent, you know, it's accessing uh information from another tool, processing it. Yeah. All on its all on its own. Super powerful. Any questions for that workflow? Did anyone manage to follow along? Thumbs up if you did. Love to see. Super. Good stuff. Glad to hear it. Jonathan's asking, "Do receipts need to be in a specific folder from Outlook for

21:58scanning the entire inbox?" So, in asking your connector to scan your entire inbox, it's a bit of a lengthy task, right? Like there's lots of emails, especially if it's going back forever. So, you might include some clues, like if you did have a folder where your where your emails with expenses tend to be, you could totally tell it to look into that folder. You might also do something like pick a relevant time period like go get receipts from the last uh month so that you're you're limiting the work a little bit. One thing to be mindful of is if you're scheduling a bunch of tasks, your

22:29chat GBT is doing more than it needs to do on its behalf. You might run into limits faster and because work is so powerful, if if you were never running into limits in chat, you might suddenly find them to be a factor in work. So just something to be mindful of. And in this case, yeah, there's there's probably some things you could do to

22:44narrow the scope of the task. Great question. Um, I'm going to share a link in chat. So, this is a small web page we built with a work tool. I think it was actually called co-work rather than chat GPT work, but the same applies. Um, so it's got links to all the um files we just gave you and instructions and the prompt. Um, and then for all the use cases we're about to talk through as well, it's got an explanation and a prompt, and you can

23:14click copy and use those as you will. But let's dive into uh talking yeah through another couple of use cases. So that was receipt tracking using your local folder. Another one we see clients doing quite a lot is building dashboards and trackers. So, chat GPT work allows you to pull figures from a particular data source, either an Excel file or a connected platform. It can clean the data. It can process it any way you'd like. And then it can create a one-page dashboard according to however you'd like it designed. And then again, you can create a scheduled task to pull in that data on a regular basis and update

23:57your dashboard for you. Super easy using natural language. Um, but super useful. Another one we're using a lot internally is meeting summaries. So asking chatpt to pull the latest transcript from your Zoom account or similar correcting all the names. Um I always get called dafted but it does correct that. Edit any transcript errors summarizing the decisions. Upload that transcript to a folder shared folder. Ping the team letting them know it's there for anyone to read. and then draft that follow-up uh email for you and it can do you know all that within within one prompt all those connected steps. Um really helpful. Last one I will touch on is

24:43creating branded documents. So putting your brand guidelines and your deck template within your source folder or uploading them if you want giving it a content outline and maybe some data source. It will go ahead and create all the slides for you perfectly on brand. It will create the charts. It will create the images. All the images and slides for this presentation were created with chatpt work um with just a couple of prompts. Um and it does go through as well if you've got on a more advanced mode and will QA the final output as well making sure that all the information is correct, the design is

25:19looking good, etc. We did a whole session on this. So if you uh fancy watching that, please do check that out. It's got some nice best practices there. I won't go through any more, but there are some useful use cases in that prompt pack that I gave you, that URL. Um so do check those out. Okay, we're nearly at time. Tom, can you um summarize what

25:44we've what we've gone through today? Yes, chat is for conversations, uh maybe getting a little bite-sized pieces of information, but work is for completing real tasks. So, when you think about really augmenting your workday, actually producing documents, dealing with files, uh moving the ball down field, so to speak, work is your place to to do that. Secondarily, in order to get the most value out of work, you really need to connect your external tools and applications uh via those plugins that we talked about. Um, and you also need to work out of folders where you can have that home base so your project can compound and get more valuable over

26:19time. And if any of this felt intimidating, we suggest just think about one repeatable task. What's something that you do each week that you might be able to get help with? Perhaps a report you produce. Perhaps you need help staying on top of your inbox. But kind of starting small and realizing the mechanics and how it's a different experience than chat is the right way to build this into a repeatable motion that you can bring to the rest of your

26:40workday. Wonderful. Thanks, Tom. I've just launched a poll. Love any feedback on these um free sessions. What you liked, what you didn't like. Uh really helps us improve for future. So, thank you for that. And yeah, if you found this useful, do visit our website. We've got all our previous sessions recorded there and you can sign up for future ones as well. So, do give that a click and check it out. But that is it for today. Thanks so much for joining and asking us questions and interacting with us. Hope you found that useful and we look

27:17forward to seeing you in future. Thanks everyone. See you next time.