⚡ One-click install
Checked install pages (app stores, official sites and template pages): tap to get it straight away.
🧰 Before you start
- A ChatGPT business plan (the example used ChatGPT Work)
- Gmail, Google Drive and/or Slack accounts
🪜 Step by step
- 1☐
Install ChatGPT
Use the install buttons for your phone, or open chatgpt.com on your computer.
- 2☐
Connect your apps
In ChatGPT settings, find the apps/connectors section and connect Gmail, Google Drive and Slack. Sign in to each.
- 3☐
Gather documents for a task
Ask ChatGPT to find everything needed for an application (prompt below).
- 4☐
Spot what's missing
Ask it to compare what you have with the requirements and list gaps.
- 5☐
Draft and convert
Ask it to draft answers and convert files into the formats required.
- 6☐
Review and submit yourself
Check everything carefully; you submit, not the AI.
- 7☐
Reuse for reports
Use the same approach for monthly business summaries from sales and stock data.
💬 Copy-paste prompts
Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.
I need to prepare [application, e.g. a business licence renewal / a grant application] for [organisation]. Requirements: [paste the requirements or link]. 1. Search my Gmail and Google Drive for relevant documents and list what you found with links. 2. Tell me what's missing. 3. Draft answers for each written section in British English, using facts from our documents only. 4. List any files that need converting and into which format.
Using [sales report, POS export, accountant's report] in my Drive, give me a 1-page summary of this month: revenue, top products, costs, cash position, anything unusual, and 3 suggested actions.⚠️ Tips & common mistakes
- Only connect the accounts you need.
- Check every figure before you submit anything official.
- Keep sensitive personal data out where possible.