ChatGPT for Report Summarization, Brief Preparation, and Administrative Productivity Training

ChatGPT for Report Summarization, Brief Preparation, and Administrative Productivity

A practical intermediate course focused on using ChatGPT to condense reports, craft clear briefs, and streamline everyday administrative tasks. Participants learn reliable prompting patterns, document handling workflows, and safe productivity practices that fit real office environments.

What will you learn?

You will turn long documents into accurate summaries, create stakeholder-ready briefs, and build repeatable workflows for meeting notes, emails, forms, and scheduling. You will apply guardrails for privacy, citation, and version control so outputs stay trustworthy and easy to review.

After this training you will be confident in:

Designing prompts that extract key points, evidence, and decisions from long texts
Producing structured briefs and executive summaries tailored to different audiences
Creating lightweight workflows for meeting prep, note taking, follow ups, and email drafting
Using checklists for accuracy, confidentiality, and style consistency
Building small reusable templates that speed up recurring admin tasks

Requirements:

Comfortable with office tools and PDFs or Word documents
Access to ChatGPT and sample documents you are allowed to use for training
Optional but helpful: a simple style guide or brand tone reference

Course Outline*:

*We know each team has their own needs and specifications. That is why we can modify the training outline per need.

Module 1: Foundations and setup

Choosing the right prompt structure for summaries, briefs, and action lists
Working safely with sensitive information and redaction basics
Organizing inputs and outputs with simple file naming and version notes

Module 2: Summarizing long reports

Extractive vs synthesized summaries and when to use each
Pulling out findings, caveats, numbers, and citations without distortion
Generating multiple lengths on demand such as 1 paragraph, 1 page, and bullet recap

Module 3: Writing effective briefs

Audience targeting for executives, partners, and technical teams
Framing problem, context, options, and recommendations
Converting messy notes into a clean brief with clear next steps

Module 4: Fact checking and style control

Source anchoring prompts and citation placeholders
Consistent tone and terminology with reusable instruction blocks
Quick review checklists to reduce errors before sharing

Module 5: Meetings and correspondence

Preparing agendas and talking points from background docs
Turning transcripts or notes into minutes, decisions, and action items
Drafting concise emails, replies, and follow ups with signature and style rules

Module 6: Templates and reusable building blocks

Creating summary, brief, and minutes templates with fillable sections
Prompt snippets for recurring requests like data calls and status updates
Lightweight macro approach using copy paste patterns and checklists

Module 7: Document workflows and collaboration

Handling PDFs, tables, and mixed content with stepwise prompting
Version tracking, comment resolution, and change summaries for stakeholders
Handing off drafts and capturing approvals efficiently

Module 8: Quality, compliance, and next steps

Privacy reminders, disclosure lines, and distribution lists
Detecting and mitigating bias or overconfidence in outputs
Personal productivity plan with a small library of prompts and templates

Hands-on learning with expert instructors at your location for organizations.

Level:

Foundation

Duration:

Hours (days:

)

Training customized to your needs

Immersive hands-on experience in a dedicated setting

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

Master new skills guided by experienced instructors from anywhere.

Level:

Foundation

Duration:

Hours (days:

)

Training customized to your needs

Reduced training costs

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

You can participate in a Public Course with people from other organisations.

/per trainee

Thanks for the numbers, they could be going to your emails. But they're going to mine... Thanks ;D

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Level:

Foundation

Duration:

Hours (days:

)

Fits ideally for individuals and small groups

Networking opportunities with fellow participants.

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

ChatGPT for Report Summarization, Brief Preparation, and Administrative Productivity

What will you learn?

Requirements:

Course Outline*:

Module 1: Foundations and setup

Module 2: Summarizing long reports

Module 3: Writing effective briefs

Module 4: Fact checking and style control

Module 5: Meetings and correspondence

Module 6: Templates and reusable building blocks

Module 7: Document workflows and collaboration

Module 8: Quality, compliance, and next steps

Get Quote for:

ChatGPT for Report Summarization, Brief Preparation, and Administrative Productivity

Start your training experience here!