ChatGPT Work 實戰教學
六大職能工作流、Prompt 模板與自動化食譜（2026）

Create a scheduled task running every weekday at 4pm:

1. Check tomorrow's customer meetings in @Google Calendar (exclude internal-only)
2. For each customer meeting:
   - Pull 30-day account notes and interaction history from @SharePoint / @Salesforce
   - Search 30-day public news and executive updates for that company
   - Write a 2–3 sentence background summary for each external attendee
3. Generate a 2–3 page brief per meeting, save as @Google Drive documents
4. Email me a summary via @Gmail with links to each brief

Output format: email subject "Tomorrow's Customer Meeting Briefs — [Date]",
body as a table (Client | Meeting Time | Key Topics | Brief Link)

From all opportunities, contacts, and recent activity for [Account Name] in @Salesforce:

1. Create an interactive account command center (Sites) with:
   - Pipeline overview (stage, amount, expected close date)
   - Key signals from the last 7 days (emails, meetings, support tickets)
   - Prioritized recommended next actions
2. Set a Scheduled Task: auto-refresh every weekday at 8am
3. Slack me via @Slack DM when major changes occur

Constraints: do not auto-send any external emails; amounts must match CRM source data.

Analyze @Salesforce leads from the last 30 days and cross-reference @Gmail outreach.

Find:
1. Leads with no follow-up for 48+ hours (grouped by source)
2. Broken handoff points (where response rate drops sharply)
3. Estimated pipeline loss amount

Output:
- Excel detail table (Lead ID | Source | Last Follow-up | Gap Type | Recommended Action)
- 1-page executive summary PPT highlighting seven-figure opportunity risk
- A repeatable weekly review workflow (for Scheduled Task use)

I uploaded the following customer research: [attachment / @Google Drive link]

Complete the end-to-end marketing workflow:

Phase 1 — Brief:
- Extract target audience, core pain points, competitive positioning
- Output Campaign Brief (Google Docs) with messaging pillars and channel recommendations

Phase 2 — Asset generation:
- From the Brief, generate: 1 acquisition email, 3 LinkedIn posts, 1 landing page copy outline
- Save to @Google Drive "Campaign / [Product Name]" folder

Phase 3 — Regional adaptation:
- Adapt core assets for US, EU, and APAC (language, cultural references, compliance wording)
- Flag sensitive phrases requiring human review in each version

Pause after each phase for my approval before proceeding.

Set a scheduled task running every Monday at 7am:

1. Summarize the last 7 days from @Slack #product-launch and @Microsoft Teams "Go-to-Market" channel
2. Extract: decisions made, open questions, blockers needing alignment
3. Update the "Weekly Agenda" doc in @Google Drive (preserve version history)
4. Post a summary of 5 bullets or fewer to @Slack #leadership

Constraints: cite only public discussions; do not leak messages marked confidential.

Assist with [Month] month-end budget variance analysis:

1. Pull tables from @Google Drive "Finance / Actuals" and "Finance / Forecast"
2. Build a reconciliation workbook in @Google Sheets:
   - Summarize actual vs forecast variance by department
   - Flag line items with variance >5% or >$50K
   - Preserve all original formulas; do not overwrite source files
3. Draft narrative explanations (Google Docs) by Revenue / COGS / OpEx
4. Build a 5–8 slide management deck with charts (match attached template style)
5. List 3 key judgment calls requiring human finance sign-off

Constraints: do not modify any source data; cite source cell for every number.

You are an accounts payable specialist. Compare:
- Payment register: [@Google Drive link]
- Invoice list: [@Google Drive link]

Flag the following anomalies (return as a table):
| Issue Type | Vendor | Invoice # | Amount | Recommended Action |
- Amount difference >2%
- Missing tax ID
- Duplicate invoice number
- Vendor name mismatch

Do not initiate payments; output review table only for human verification.

1. 選一個你知道人工耗時的真實任務（例如月結差異表，通常需 2 小時）
2. 在 Work 模式搭配 Plan Mode 跑一次；記錄步驟數
3. 對照方案內含用量檢查消耗
4. 外推每日 / 每週 / 每月成本
5. 若過高，套用上方七項策略後重跑比較