Client reports in a consistent format
Keep each client's information separate and always apply the same report structure.
Practical assessment
Start with what you need
Choose the option that best matches your situation. You can go back.
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Your recommended setup
Why it fits your needs
How to get started
Why this option rather than the alternatives?
The following alternatives can handle similar tasks. Here is why they are not your main recommendation and when you might choose them.
A prompt to get started in ChatGPT
Three common situations
See how it works
The best solution often combines one tool for context with another for a consistent method.
Review Outlook every Monday
Read emails, check the calendar, summarise commitments and prepare a briefing.
Publish an interactive questionnaire
Let anyone visit a URL, answer questions and receive a recommendation.
Explore the options
What each option does
One need may call for a main tool and others that complement it.
Chat
Solve or explore a one-off need. You lead the conversation and make the decisions.
Projects
Work over weeks or months with shared context, files and instructions.
Skills
Standardise how a task is done and reuse the method in different contexts.
Work
Delegate a multi-step task that calls for research, tools and deliverables.
Workspace agents
Turn a repeatable process into a configurable, connected agent that can be shared within an organisation.
Scheduled tasks
Run one-off or recurring tasks and, where supported, respond to specific events.
Sites
Create applications and interactive experiences accessible through a URL.
Plugins and apps
Bring together instructions, skills and connections to external services, subject to permissions.
Codex
Work with software and code: develop, test, debug and maintain applications.
An important detail. Custom GPTs are a legacy category being retired or migrated, so this assessment prioritises current options. Actual availability depends on your plan, administrator permissions and enabled features. This tool offers guidance and does not configure ChatGPT for you. It does not collect your answers. Access to the Site depends on its publication settings.