# ChatGPT one-page setup guide

Last refreshed: 10 June 2026

## Best fit

ChatGPT is a strong general assistant for drafting, analysis, brainstorming, uploaded documents, reusable projects and mixed business tasks that are not locked inside one office suite.

## First-week setup

1. Confirm the account type and business data rules before using sensitive material.
2. Add useful custom instructions where available: role, tone, business context and preferences.
3. Keep related recurring work in Projects where available.
4. Start each request with the task, background, source material, desired output and limits.
5. Ask ChatGPT to show assumptions and flag missing information.

## Good first uses

- Rewrite a customer email in a clearer tone.
- Turn rough notes into a proposal, checklist or action plan.
- Compare options with assumptions, risks and recommended next steps.
- Review uploaded material and produce a decision brief.

## Watch-outs

- Do not paste sensitive material unless the account and data rules are agreed.
- Keep one-off chats separate from reusable business workflows.
- Strong wording can hide weak source material, so ask it to separate facts from assumptions.
- Check anything customer-facing, legal, financial or operationally important.

## Official references

- ChatGPT help centre: https://help.openai.com/en/collections/3742473-chatgpt
- Custom instructions: https://help.openai.com/en/articles/8096356-chatgpt-custom-instructions
- Projects in ChatGPT: https://help.openai.com/en/articles/10169521-projects-in-chatgpt
- Business data privacy: https://openai.com/enterprise-privacy/

## Practical first prompt

Turn the notes below into a clear customer update. Keep it under 200 words, use a calm professional tone, include any next action, and list assumptions separately at the end.