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We have been using AI at Mostly Serious for quite some time, from lead scoring in popular sales and marketing tools like HubSpot to custom integrations that make translating content easy and affordable. In addition to using AI to improve outcomes for our clients, we have created an intentional focus on bringing ChatGPT Plus to every team member as a personal AI assistant, building additional custom AI solutions within our preferred ecosystem, and investing time and money in AI to enhance our internal operations. This work, along with our partnerships with many regional manufacturing, healthcare, and nonprofit organizations, has helped us understand the benefits of AI and the limitations and challenges in bringing ChatGPT and similar tools into your organization's workflow.

This workshop aims to assist in making ChatGPT more approachable, unlocking the powerful features available to businesses, and highlighting the limitations of AI.

Setting Up ChatGPT

If you don't already have a ChatGPT account, getting set up is fast and free. Go to the ChatGPT Website and click the "sign up" button. You can create an account with your email address or sign up with your Google, Microsoft, or Apple account. Continue the signup process to verify your phone number and confirm your email address. Once logged in, you will be taken to the ChatGPT dashboard. Familiarize yourself with the interface and start your first chat.

An image of a team in a conference room with a coffee mug that reads, "let's get to work."
Two people collaborating at a computer on AI development strategies.
Workshop Sections

What We'll Cover

Today, we will walk through common use cases for ChatGPT within businesses. Each section will include prompts that can be copied into ChatGPT from the website below:

  1. Basic Communication: We'll walk through the essentials of communication. Learn how ChatGPT can help write emails, summarize articles and documents, and have conversations about PDFs using plugins.
  2. Marketing Strategy: We’ll use ChatGPT to brainstorm a six-month marketing plan to support a product launch; then, we’ll use it to create a rough draft social media schedule and press release that we can refine further.
  3. Data Analysis & Reporting: We’ll use ChatGPT’s Code Interpreter (beta) to convert raw data into insightful reports. ChatGPT can analyze datasets, identify patterns, and generate data visualizations, simplifying complex information.
  4. Talent Management: We’ll create job descriptions and job postings, and then we'll generate a scalable hierarchy of seven job roles, providing a clear career progression pathway within your organization.
  5. Business Advisor: We’ll turn ChatGPT into a business coach. The AI helps articulate business challenges or strategic goals through a collaborative, iterative, guided conversation.

If you'd like to see the full list of prompts without ChatGPT response examples, please visit this Notion page.

Basic Communication

We will begin with several prompts aimed at having ChatGPT summarize information, identify key points, and assist in composing an email response. Following that, we will utilize a plugin to ask ChatGPT questions related to a PDF.

Marketing Plan

In this section, we'll demonstrate how to utilize ChatGPT to generate ideas for a six-month marketing plan in support of a new product launch. Additionally, we'll show you how to create a preliminary social media schedule and draft a press release using ChatGPT, which can then be fine-tuned to meet your specific needs.

Data Analysis & Reporting

In this section, we’ll use ChatGPT’s Code Interpreter (beta) to convert raw data into insightful reports. ChatGPT can analyze datasets, identify patterns, and generate data visualizations, simplifying complex information.

Talent Management

We’ll create job descriptions and job postings, and then we'll generate a scalable hierarchy of seven job roles, providing a clear career progression pathway within your organization.

Business Advisor

We’ll turn ChatGPT into a business coach. The AI helps articulate business challenges or strategic goals through a collaborative, iterative, guided conversation.

FAQs: ChatGPT for Business Workflows & Team Efficiency

1. How can ChatGPT be used in daily business workflows?

Teams use it for marketing strategy brainstorming, drafting internal communications, analyzing data insights, and even business coaching. It’s like having a fast, adaptable assistant that works across departments.

2. Why use ChatGPT Plus for teams instead of the free version?

ChatGPT Plus offers faster responses, priority access to advanced models, and better handling of complex prompts. This keeps workflows moving smoothly, even during high-demand periods.

3. Can ChatGPT integrate with CRMs like HubSpot?

Yes—with custom integrations, ChatGPT can support CRM tasks like automated lead scoring, follow-up recommendations, and personalized outreach. This keeps sales and marketing aligned without extra manual work.

4. How can ChatGPT improve internal communication?

It can draft meeting summaries, create policy clarifications, and translate updates for multilingual teams. This ensures clarity and consistency across the organization.

5. What role does ChatGPT play in data insight and reporting?

ChatGPT can summarize complex analytics into plain-language takeaways, highlight trends, and suggest next steps. This turns raw data into actionable business decisions.

6. Can ChatGPT help with client-facing work?

Absolutely—it can produce proposal drafts, tailor marketing copy to different audiences, and translate content for global clients, all while maintaining brand voice.

7. How do you ensure ChatGPT outputs stay accurate and on-brand?

Pair AI-generated drafts with human review for fact-checking and brand consistency. Over time, build prompt templates that reliably produce the tone and structure your business needs.

8. What’s the biggest benefit of adopting ChatGPT across a whole team?

Consistency—every team member gets a personal AI assistant that speeds up routine work and frees them to focus on high-value strategy and relationship building.

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