ChatGPT and Claude for business
Projects, custom GPTs, file analysis and team workspaces in ChatGPT and Claude, set up so an instruction or assistant that works for one person is saved where the whole team can use it.
Course outline
- 1Team plans and data controls
- 2Projects and standing instructions
- 3Assistants for repeated jobs
- 4Files and data
- 5Connecting your tools
1:1, 2 hoursWorkshop, 4 or 8 hours
Who it is for.
Teams already paying for ChatGPT or Claude who suspect they use a fraction of it, and businesses choosing between the two. People should already know the basics, and anyone new to AI should take AI for everyday work first.
Tools covered: ChatGPT, Claude, Custom GPTs, Claude Projects
What we cover.
- 1
Team plans and data controls
What the business plans of each assistant keep private, who can see shared work, and how to set up an account for a team rather than a person.
- 2
Projects and standing instructions
Storing your company's background, tone and reference files once, so every conversation starts with them.
- 3
Assistants for repeated jobs
A custom GPT or a Claude Project for one task your team does every week, such as replying to quote requests or writing job postings, built during the session.
- 4
Files and data
Analysing a spreadsheet or a stack of PDFs and producing a chart from it, with a check of the arithmetic.
- 5
Connecting your tools
Linking the assistant to Google Drive, Microsoft 365 or your email so it can work from current files instead of uploads.
What you can do afterwards.
- Set up a team workspace with the right privacy settings.
- Build an assistant for a weekly task and share it with colleagues.
- Get reliable analysis out of a spreadsheet or a set of documents.
- Pick between ChatGPT and Claude for a given job on evidence from your own work.
Ways to book it.
1:1 coaching
2 hours, online
$399 CAD
One person
You bring the tasks you want help with, and we work through them together in your accounts. The session is planned from a short questionnaire you fill in beforehand.
Half-day workshop
4 hours, online or on site
$999 CAD
Up to 12 people
A half day covers one course in depth for up to 12 people from one company. We agree the examples with you a week ahead, using your documents and software, and everyone does the exercises on tasks from their job.
Full-day workshop
8 hours, online or on site
$1,999 CAD
Up to 12 people
A full day covers two or three courses, or one course in the morning and an afternoon building it into your systems. We plan it with you a week ahead, the same way as a half day.
Custom AI customers
1 hour each quarter
Included
Your team
Every Custom AI customer gets a one-hour session for their team each quarter, planned around the tools they use day to day.
All prices are in Canadian dollars and exclude tax. Workshops at your office add travel at cost.
What people ask about this course.
It depends on the work. We run the same tasks from your business through both during the session, so the choice is made on your own examples rather than on reviews.
Not on the business plans by default, and the personal plans have a setting to turn it off. We check those settings on your accounts as part of the session.
A 2-hour 1:1 session is $399 CAD. A workshop for up to 12 people is $999 CAD for a half day of 4 hours, or $1,999 CAD for a full day of 8. All prices are plus tax, and a workshop at your office adds travel at cost.
1:1 sessions are online, on a video call. Team workshops run online or at your office anywhere in BC.
Book this course.
Tell us who the session is for and which tools they use, and we plan it around them.
Other courses