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Day 5 – More Advanced ChatGPT Capabilities Lesson

Today you’ll see how account personalization, document tools, vision, deep research, GPTs, projects, and image generation expand what you can do with ChatGPT. Watch the video for hands-on demos and setup.

What you'll learn

  • Personalize: Set your base style, tone, and custom instructions so ChatGPT responds the way you prefer without repeating yourself.

  • Configure memory: Turn on memory and useful settings so new chats remember your role, goals, and past work when appropriate.

  • Work with files: Upload docs, connect Google Drive or Dropbox, and extract or summarize content across multiple files.

  • Use vision: Ask about images and screenshots to get explanations, step-by-step guidance, or quick assessments.

  • Analyze data with Canvas: Turn spreadsheets or CSVs into clear visuals, dashboards, or structured writing you can refine and export.

  • Research and specialize: Run Deep Research with citations, explore or create custom GPTs, and organize everything with Projects.

Lesson Overview

This lesson focuses on power features that take you beyond single prompts. You will learn how to set account-level personalization so the assistant uses the tone and format you prefer in every chat. You will also see how memory helps avoid re-explaining your background, which is useful if you often mention the same role, project, or constraints.

From there, the lesson shows how to bring real work into ChatGPT. You can upload files, pull from Google Drive or Dropbox, and ask for summaries, comparisons, or action items. Vision mode can read and explain images, including screenshots of tools you are learning or documents with captured text. For data heavy work, Canvas mode can analyze spreadsheets, build charts, and even output a quick dashboard or draft a blog post that you can tweak and export to Word or PDF.

You will also see Deep Research for topic overviews with annotations and citations, plus how custom GPTs handle repeat tasks with their own instructions and knowledge. Projects bring order to ongoing work by grouping files, chats, and rules with optional privacy boundaries. Finally, the image tool helps you generate and edit visuals with clearer text than earlier models. This lesson is useful if you want ChatGPT to become part of your daily workflow, not just a place to ask questions.

Who This Is For

If you are ready to move from basic prompts to real projects, this lesson will help you set up a durable workflow.

  • Marketers who need research, drafts, images, and slides pulled from source files
  • Educators who want organized projects, reading-level controls, and quick visuals
  • Analysts who turn spreadsheets into charts and quick dashboards
  • Product teams that use screenshots, docs, and research to plan work
  • Creators and solo founders who want repeatable tools with custom GPTs
  • Operations teams that need consistent outputs across files and chats
Skill Leap AI For Business
  • Comprehensive, Business-Centric Curriculum
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  • AI-Driven Visual & Presentation Creation

Where This Fits in a Workflow

Use these features at the start of any project to reduce setup time. Set your tone and instructions once, then rely on memory so each new chat starts with the right context. Pull in files from your computer or connected drives, and use Vision to explain screenshots or images you are working with. If you have a dataset, jump into Canvas to get a quick chart or a clean written summary you can export.

  • Example 1: Preparing a campaign. Personalize your tone, import briefs and spreadsheets, use Canvas to chart results, run Deep Research for trends with citations, and save the work inside a Project.
  • Example 2: Learning a new platform. Paste a screenshot into Vision for step-by-step guidance, document the steps in Canvas as a short how-to, then store the files and outputs in the same Project for reference.

Technical & Workflow Benefits

Old approach: You re-explain your preferences in every chat, copy and paste from scattered files, research across many tabs, and build charts manually in a spreadsheet or slide tool. Drafting and reformatting takes time, and it is hard to maintain consistency across tasks and team members.

New approach: Account personalization and memory keep tone, structure, and key facts in place. Apps and Connectors bring files from Google Drive or Dropbox straight into the chat. Vision reads screenshots so you can ask where to click or what something means. Canvas translates rows and columns into clear charts and clean prose you can edit and export. Deep Research scans many sources and returns citations you can review. Custom GPTs handle repeat tasks with a single prompt. Projects bundle chats, files, and rules in one space, with settings that limit what the assistant can see outside that work. The result is faster setup, clearer outputs, and fewer handoffs between tools.

Practice Exercise

Scenario: You need a one-page snapshot of quarterly sales with one supporting visual and a short market note.

Step 1: Turn on personalization and memory, then upload or pull a CSV or Excel sales file from Google Drive. Ask Canvas to identify trends and produce one chart that highlights the top product or region. Export the chart or the write-up as a Word doc.

Step 2: Run a Deep Research query on a related topic, such as market factors that could explain the trend. Ask for a short summary with citations and keep only what helps your snapshot.

Step 3: Create one simple image for your cover or slide, then use the brush tool to tweak a detail. Store everything in a Project so chats, files, and outputs stay together.

Reflection: Compare the time and clarity of this approach to doing the work manually in separate tools. What would you save if you repeated this monthly?


Course Context Recap

This lesson sits in the middle of the boot camp and shifts from basic prompt skills to features that make ChatGPT useful for real projects. Earlier sessions focused on core usage. Here you learned how personalization, files, vision, Canvas, Deep Research, GPTs, Projects, and images work together. Next, you will see how other AI tools compare, including alternatives that may suit certain tasks better. Continue through the course to practice these steps in context and decide which features you will use every day.