Guides by level

Using AI at work, step by step

Start where you are. Each guide answers one question with a worked example and dated sources, then points to the next step. Each ends with a free AI skill that does the job it describes.

1. Just starting with AI

• How to start using AI at workOne weekly task, a free plan, and a five-day plan.
• ChatGPT vs Claude for workPrices side by side, and a one-hour test on your own tasks.
• What not to paste into AIFive things to keep out, and the settings to check.
• Weekly report with AI in 10 minutesA brief to copy, from rough notes to a finished report.
• Prospecting email with ChatGPTOne fact, one problem, one small ask.
• Sales follow-up email with ChatGPTA same-day recap, one next step, one question.
• A month of marketing contentOne main piece a week, cut into posts.
• Job description with ChatGPTHonest title, five must-haves, the pay rules.
• Candidate outreach with ChatGPTWhy them, the role in a line, one ask.
• ChatGPT for HR professionalsStart with the questions people keep asking.
• ChatGPT for accountantsStart with the month-end close.
• Performance review draft with ChatGPTEach expectation on its own evidence, bias checked.
• Pipeline review with ChatGPTScore from the buyer's words; one action per gap.
• Sales call prep with ChatGPTA one-page plan with eight ranked questions.
• Call notes to CRM with AIPlain text, the buyer's words, a stage the evidence supports.
• Interview questions with ChatGPTStructured, with probes and answers to score.
• Ad copy variants with ChatGPTOne idea per variant, counted to the ad's limits.
• Marketing strategy with ChatGPTPositioning first, then the plan.
• Financial analysis with ChatGPTCheck a model's assumptions before its numbers.
• AI for startup foundersStart with a decision memo: recommendation and ask first.
• Budget variance note with ChatGPTThreshold first; each line's driver and full-year effect.
• A PRD from your notesProblem with evidence, one metric, guesses marked.
• Check invoices with AIBank details first; every line recalculated.
• Landing page copy reviewSix tests and ranked edits you can paste.
• Objection handling with ChatGPTAcknowledge, ask, respond, confirm; discount last.
• User stories with ChatGPTGiven/When/Then, edge cases, INVEST.
• Ticket triage with AISeverity from your rubric, an owner, a first reply.
• Summarize user interviews with AIThemes with counts and quotes, not a summary.
• Unit economics with ChatGPTCAC, LTV on margin, payback, every formula shown.
• OKRs with ChatGPTKey results from a baseline to a target; tasks moved out.
• Meeting agendas with AIQuestions to answer, or cancel the meeting.
• Rejection emails with AIBy stage: short, personal, or a call first.
• Bug reports from tickets with AISteps an engineer can reproduce, unknowns marked.
• SaaS spend review with AISeat use, overlaps, the last day to cancel.
• Vendor comparison with AIWeights first, evidence per score, the whole cost.
• Product-market fit check with AIFive layers; test the lowest weak one.
• Contract summaries with AIOne page, section numbers, questions for a lawyer.
• SEO briefs with AIThe answer first, what ranks, what it lacks.
• Newsletters with AIOne lead story, one CTA, and the footer the law asks for.
• Offer emails with AICall first, then the same facts in writing.
• Release notes with AINew, Improved, Fixed, in the users' words.
• Internal announcements with AIChange, date and action in two sentences.
• NDA first pass with AIQuote, rate, and a question for counsel.
• ChatGPT Work explainedChat for answers, Work for a task you review.
• Payment reminders with AIFirm, polite, and staged by days overdue.
• Support replies with AIThe answer first, from your own facts.
• Weekly client reports with AIStatus, risks and asks on one screen.

2. Using AI every day

• Stop pasting the same promptFind the prompt you paste most and move it in 15 minutes.
• Custom instructions vs Projects vs skillsWhat goes where, in ChatGPT and Claude.
• Claude Projects explainedOne project per client, and when to use a skill instead.
• Sales prompts, savedFour prompts for reps, and where to keep them.
• Marketing prompts, savedBrief, posts, ads and readouts, in your voice.
• HR prompts, savedJob posts to policy FAQs, no personal data.
• Finance prompts, savedThe writing around the numbers.
• Custom instructions examples for workFour examples in five short parts.
• Meeting minutes prompt, savedDecisions and owners first; paste only the transcript.
• A Claude project for operationsInstructions, knowledge, and SOPs from walkthroughs.
• ChatGPT prompts for freelancersProposal, scope, reminder, update, saved.
• ChatGPT prompts for project managersKickoff brief, status, risks, agenda.
• A Claude project for foundersStarting with the monthly investor update.
• Reusable prompts in CursorSkills, rules and old commands.
• Reusable prompts in GitHub CopilotInstructions, prompt files and skills.
• ChatGPT Projects explainedInstructions, sources and sharing for one client or job.
• A Claude project for salesAccount notes in, a 90-day account plan out.
• A Claude project for marketingVoice guide and dates in, a month's plan within your hours.
• A Claude project for recruitingOne per role; ratings before opinions.
• ChatGPT vs Claude ProjectsSame job; sharing, large files and folders differ.
• Claude project instructions examplesFour in one short shape, for four jobs.
• ChatGPT Projects vs custom GPTsSplit each GPT into a project and a skill.
• A Claude project for financeThe monthly KPI summary, no invented numbers.
• ChatGPT memory for workPreferences in memory; rules and client facts elsewhere.
• A glossary for your AIOne term per concept, and a Use / Don't use list.
• Custom instructions character limitWhat stays, and what moves to a project or a skill.
• Brand voice in custom instructionsTraits, words and one sample line in every chat.
• Custom instructions for accountantsNumber rules in; client data out.
• Custom instructions for HRFair-hiring rules in; candidate data out.
• Custom instructions for salesYour offer, your tone, and the email rules.
• Gemini Gems vs ChatGPT ProjectsA task you repeat, or one piece of work with its files.
• ChatGPT prompt library extensionsWhat they do, what they can read, what a team uses instead.
• Claude prompt libraryAnthropic's guide now, and how a team shares prompts.

3. Bringing your team along

• Get your team to use AI the same wayThree tasks, one copy of the method, an owner each.
• Teach a new hire your AI workflowA day-one schedule, from seat to first task.
• An AI policy for a small companyWhat a one-page policy covers, with an example.
• Share prompts with a teamA doc, a prompt manager, or skills, compared.
• Give contractors your AI skillsFreelancers on their own accounts, and ending access.
• Notion contractors: guest or paid memberCompany-domain emails become paid seats; three ways out.
• AI playbook for a sales teamFour shared jobs and three rules, from your best rep.
• AI rules for employees (HR)Six sections with sample wording, and the hiring-law checks.
• AI training for employeesThree 45-minute sessions on people's own work.
• AI usage policy templateA one-page template to copy and fill in.
• AI pilot plan for a teamA baseline first, criteria up front, a decision at the end.
• AI for onboarding new employeesAI prepares; people onboard.
• Client data and AI in financeFive rules for accountants and finance teams.
• One reply tone for a support teamA tone guide and three replies everyone's AI uses.
• AI use disclosure to clientsA one-page note before work starts.
• Rules for AI-written marketing claimsEvery claim with its proof before it ships.
• Expense claims checked against policyEach line against the rule it falls under.
• Spec review with AIThe same checks on every spec before it's built.
• Contractors who use AIWhat to check in the agreement before signing.
• One minutes format for the teamDecisions first, one owner per action.
• One brand voice for the team's AIMeasured from your best samples, shared as one skill.
• An AI playbook for operationsScored tasks, top three, two-week experiments.
• One interview scorecardAnchors per level, rated alone, rule frozen first.
• Track your team's AI useSeats used, skills used, three actions a month.
• Review AI drafts before they go outClaims sorted, sources checked, a verdict.
• Onboard a sales rep with AIBattlecards by role-play, then reviewed call prep.
• Onboard a marketer with AIVoice skill on day one, a real first piece.
• Internal FAQ with AITurn repeated questions into one page.
• Share Gemini Gems with a teamOn personal accounts, Viewer or Editor until 17 November, then share the skill.
• Share Notion outside the workspaceGuests, expiring links, and removing access when work ends.
• Team prompt library templateThe same fields for every prompt, and when one becomes a skill.
• Move a custom GPT to another accountReassign it, merge it, or rebuild it as a skill.
• Can't share a custom GPTWhy sharing is greyed out, and how to share where it works.
• Share a Claude Project with your teamTeam and Enterprise only; what to do on Pro.
• Share a ChatGPT projectEvery plan, chat or edit access, and why it fails.
• Notion guest permissionsWhat a guest can edit and share, level by level.
• Share prompts in Microsoft 365 CopilotSave, share to a Teams team, find under Team prompts.
• Share prompts in LibreChatViewer, Editor or Owner, versions, and SKILL.md skills.
• Claude Team setup guideSeven steps for the owner's first day.
• ChatGPT Business setup guideSix steps for the owner's first day.
• Admin vs Owner on team plansWho can invite, bill, connect and export.
• Cursor team rulesSet once for every developer; enforce or leave optional.
• Claude for accounting firmsClient data on the right plan, the rules, the first skills.
• Claude for marketing agenciesA project per client, skills across clients.
• Claude for small law firmsConfidentiality, client consent and the first skills.

4. Making AI skills

• AI skills, explainedWhat a skill is and why teams share them.
• Make your first Claude skillFrom a doc you already follow, in six steps.
• Share Claude skills without a Team planFor Pro and Max users.
• Create skills in Claude CodeWhere a skill lives, the fields, and a worked example.
• Claude skills examples for businessBy team, and how to pick your first three.
• Claude skills for salesThe five to set up first.
• Claude skills for marketingStart with your brand voice.
• Custom GPT vs Claude skillsWhat's different, and how to move a GPT.
• Gemini Gems to skills before 17 NovemberThe dates, Google's steps, and one copy for the team.
• ChatGPT skills vs Claude skillsSame format, different reach.
• Deliver AI skills to clientsFor agencies: package, deliver, update, end access.
• Claude skills for financeThe five to set up first.
• SKILL.md vs AGENTS.mdEvery-session rules, or one task's method.
• Claude Code skills vs commandsMerged: what a skill adds.
• Company context for an AI assistantOne page, and where it goes.
• Claude's skill-creatorDraft a skill and test it against a baseline.
• Skills in Claude CoworkWhere Cowork finds them, and what it doesn't read.
• Claude skills for operationsThe five to set up first, and in what order.
• A founder's playbook as AI skillsOne method per skill, tested on someone else.
• Claude skills for recruitingThe five to set up first, from intake to references.
• Claude skills librariesWhere to find skills, and what to check first.
• Claude skills vs MCPAccess to tools, or how to do the task.
• Skills vs agents vs subagentsThree levels of handing work over.
• The SKILL.md formatEvery field, folder and limit.
• Writing a skill descriptionWhat, then when, tested with plain requests.
• A sales email skill for the teamYour best rep's method in every rep's AI.
• A freelancer's skill libraryMethod skills once, client facts apart.
• Share a landing page skillShare one house-style skill with everyone's AI: voice, order, button, form, preview.
• AI skills for HRFive skills from day one to the first review.
• Move a custom GPT to ClaudeA Project or a skill, before 11 December.
• GPT knowledge files into skillsRules into SKILL.md, references in the folder, the rest linked.
• GPT Actions after retirementRebuild each Action as a connector, read or write.
• Gems on Google WorkspaceUntil 2027, the admin's sharing setting, and the move to skills.
• Gem examples as skillsFive work Gems, rewritten as skills before 17 November.
• Custom GPTs vs Gemini GemsBoth are becoming skills; one skill can replace both.
• Claude organization skillsOwners provision, members publish, Enterprise targets groups.
• Claude skills not showing upThe checks for claude.ai and Claude Code, in order.
• Claude skills for customer supportTriage, replies, bug reports, incident notices, an FAQ.
• Claude skills for customer successOnboarding, call notes, churn risk, QBRs, expansion.
• Claude skills for product managersPRDs, interview synthesis, prioritization, stories, roadmaps.
• Claude skills for consultantsProposal check, kickoff, minutes, weekly report, memo.

5. Choosing how to share skills

• Cheapest way to share AI promptsFree options and their hidden costs, prices dated.
• Best ways to share AI skills with a teamSeven ways compared, prices dated.
• Alternatives to ChatGPT BusinessSharing with a team without a Business plan.
• Claude Team vs ProWhat Team adds, and the cost for a team of four.
• Claude Team vs EnterpriseSame skill sharing; what Enterprise adds.
• ChatGPT Team (Business) vs PlusWhat a workspace adds over one person's plan.
• Share Claude skills on GitHubProject folders, plugin marketplaces, and who they reach.
• Serve skills over MCP to Claude DesktopCustom connectors, local servers, and a security check.
• Free prompt management toolsFree plans compared, prices dated.
• Stop skill version driftZIP copies vs one shared copy.
• Share a ChatGPT plugin outside your workspaceClients and freelancers on their own accounts.
• AI automation tools for opsZapier, n8n and Power Automate, prices dated.
• AI tools for small-business financeQuickBooks, Xero, Copilot in Excel; prices linked.
• ChatGPT Business vs Claude TeamFrom each vendor's pages; prices linked.
• ChatGPT Business vs EnterpriseWhat Enterprise adds, from OpenAI's pages.
• Claude Max vs TeamOne person's usage, or a team's sharing.
• Copilot agents vs custom GPTsKnowledge, licences and sharing, from the docs.
• ChatGPT plans for a small businessWhich plan, from company data and sharing.
• Gemini Gems vs Claude skillsGems become skills from 17 November.
• skills.sh vs a team skill podCoding agents only, or chat apps too.
• Dust vs a team skill podAgents in Dust, or skills in the AI you use.
• Share the scorecard with interviewersOne scorecard across plans and companies.
• Prompt sites vs a team libraryIdeas in public, your version in private.
• TypingMind for teams vs a podOne chat app on your keys, or skills in your own AI.
• Share sales skills with the teamOne set of battlecards across plans and partners.
• Marketing AI tools comparedJasper, WRITER, Copy.ai, or a shared voice skill.
• AI budget per seatSeats by need, priced on the day, checked after a month.
• Notion guest limit10 on Free, who counts as a guest, and AI instructions for contractors.
• Claude Code on the Team planStandard or premium seats, and skills across tools.
• Claude Team and ChatGPT invoicesCard only; invoices come with Enterprise.
• Add or remove AI seatsAdded seats bill at once; fewer seats wait for renewal.
• Do team plans train on your data?No by default; the exceptions and what an owner turns off.
• Claude Pro or ChatGPT Plus for workWhat the consumer and business terms say, dated.
• Claude Enterprise vs ChatGPT EnterpriseThe same core controls; different buying and skills.
• Microsoft 365 Copilot vs ChatGPT BusinessInside Microsoft's apps, or a separate AI workspace.
• Cursor Teams planSeats, weekly usage, a shared balance and admin.
• Copilot Business vs Cursor TeamsAI in your editors, or its own editor; one skills folder.
• Copilot Business vs EnterpriseMore credits and new models first, on GitHub Enterprise Cloud.
• Gemini Enterprise vs ChatGPT BusinessSearch across company systems, or one AI workspace.