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AI Use Case: Onboarding Made Easy

  • Writer: Kevin D
    Kevin D
  • 6 days ago
  • 2 min read

Jumping off from The Rundown:


The Rundown: In this tutorial, you will learn how to use ChatGPT Projects to build a private, shareable workspace with uploaded SOPs, custom instructions, and project-specific memory for onboarding new hires smoothly.

Step-by-step:

  1. Open ChatGPT, enable the sidebar, select "Projects," then "New project," and name it (e.g., "Onboarding")

  2. Upload your SOP files to the Project, balancing context carefully to avoid overloading the AI's memory

  3. Share the Project by adding your new hire's email; they'll access the workspace with all files, chats, and memory intact

  4. New hires start with a kickoff prompt using Dictation mode: "I'm a new hire. Role: [title]. Goal: [objective]. Do not start yet. First, ask clarifying questions about my role before onboarding"

  5. Continue chatting for targeted answers from uploaded SOPs, then share specific chat threads by copying the chat link

Pro Tip: Use dictation mode to work faster, limit the memories to that Project only, and provide just enough context without overloading the context window.

Made with Copilot
Made with Copilot

So let's make this more school specific:


  • I think you could use Google Notebook for this as well - then include handbook, faculty handbook, calendar, and emergency plans - basically all the key documents for a teacher.


  • I would adapt the kickoff prompt for something closer to:

I'm a new teacher in the X grade. Help me learn all the most important things I need to be ready for the first day of school. Do not start yet. First, ask clarifying questions about my role before onboarding.


  • You could create a quick exit quiz using Notebook as well to ensure that the most important details are included. Auto-generate the quiz, then adapt to ensure it hits the major things you need a new teacher to know.

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