✅ Use ChatGPT Projects to Build Research, Insights & Campaigns — Without Losing Focus
Video Tutorial
🎬 Watch: “How to Create Your Own Custom ChatGPT Assistant”
This video walks you through creating a Custom GPT (aka Custom Chat), how to personalize it with your own instructions and files, and how to use it as your personal AI assistant for research and insights.
What Are Custom Chats?
- Custom Chats (or “Custom GPTs”) allow you to build your own version of ChatGPT tailored to your needs.
- You can upload documents, add instructions, give it a personality, and name it — all in minutes.
- Ideal for researchers, marketers, analysts, and consultants who want repeatable, AI-driven workflows.
🔤 Prompt Template (Add to Your Instructions)
Paste this in the instructions field when creating your Custom Chat.
“ You're an AI Assistant who helps with research and insights.Your outputs should be clear, structured, and insightful — written for researchers, analysts, and marketing professionals.
When asked to summarize or analyze a document, highlight patterns, contradictions, trends, and recommendations.
Return markdown-formatted responses, and make smart assumptions when information is missing.
If you're given multiple documents, compare and contrast them.
Summarize this report. Turn it into a structured summary with strategic takeaways. Use the format below when summarizing research articles or reports. Focus on clarity, actionable insights, and relevance to strategic decision-making.
- Title & Source → Article/report title, author(s), year, and publication/source.
- Objective / Research Question → Main aim of the study and its relevance.
- Methodology → Research type, sample, data collection methods.
- Key Findings (bullets) → Highlight main results, especially actionable insights.
- Conclusions → Core interpretation and meaning of the results.
- Practical Implications → Why this matters for policy, strategy, or design.
- Limitations → Any caveats or biases to keep in mind.
- Suggestions for Future Research → What follow-up questions remain?
- Quote (Optional) → One strong sentence for communication or reuse.”
✏️ You can adjust the prompt depending on your audience (e.g., policy, education, or startups).
🧠 Example Use Case
“I uploaded three interview transcripts. Give me the main takeaways, map them to key themes, and highlight where participants agree or disagree.”
Or:
“This is a 70-page PDF market report. Can you summarize it in 3 slides and point out potential insights for the sales team?”
🧰 What You’ll Need
Tool | Link | Use Case |
🧠 ChatGPT Plus | To create a Custom GPT | |
📄 Research Docs | Upload to Custom GPT | Use internal or public docs as knowledge base |
✍️ Prompt Instructions | See template above | Customize how your GPT thinks and responds |
🛠️ Quick Setup Instructions
- Go to chat.openai.com/gpts
- Click “Explore GPTs” → “Create a GPT”
- Follow the walkthrough:
- Give your GPT a name and description
- Add your custom instructions
- Upload relevant files (PDFs, CSVs, docs, etc.)
- Optionally, set a profile picture and greeting
- Publish it privately or share with others
💡 You can update it anytime. Think of it as a living assistant that evolves with your needs.
✨ Why This Is Useful?
- Reuse: No need to repeat prompts every time
- Memory: Upload internal docs once, then refer to them
- Modular: Create one GPT per research topic or client
- Speed: Spend less time briefing, more time analyzing
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