[Guide] Starter Guide to Custom GPTs

Starter guide to creating custom GPTs; streamline lead qualification with GPT

Welcome to another edition of the best damn newsletter in AI.

This free newsletter is designed to keep you ahead of the curve and open your mind to using AI in your work and business.

Digging deep in AI for work or AI Operations? Take a look at our membership.

Our #1 goal is to be useful. So please shoot us an email ๐Ÿ“ฉ if you have questions or feedback, and especially if you implement something we share!

Here's what we're covering today:

  • Our Starter Guide to Custom GPTs

  • How we can help you ramp up quickly on Custom GPTs

  • Using AI to qualify leads at scale

... and if someone forwarded this email to you, thank them ๐Ÿ˜‰, and subscribe here!

Letโ€™s get to it! ๐Ÿ‘‡


[Guide] Starter Guide to Custom GPTs

Are you feeling overwhelmed by the buzz around OpenAI's latest custom GPT release? You're not alone. We've been flooded with questions from y'all (and love them).

Everyone is eager to unlock the potential of custom GPTs.


  • Can connect your own data

  • Can be customized to behave how you want

  • Can take actions on your behalf

  • Can be shared across your team, or published in the GPT Store

So today we're going to go deeper on a starter guide to thinking about creating custom GPTs for your team and company.

One GPT or Many? It's Your Call

The choice between a single GPT or multiple GPTs isn't a one-size-fits-all answer. It's about what fits your unique needs.

If you're looking for a simple, user-friendly interface for surface-level tasks, one GPT might be all you need.

But if you're aiming to level-up your workflows with AI-powered experiences, don't shy away from exploring multiple GPTs.

Knowledge Management: Plan Wisely

When it comes to giving GPT access to your own data or knowledge, the goal is to equip your GPT Agents with the right context, at the right time, for the right task.

Our advice is to start simple and learn how giving it context works, then increase complexity to unlock even more powerful tasks.

Prompt Engineering: The Secret to Good GPTs

From our work with custom GPTs, prompting is incredibly important.

Not everyone on your team needs to be a prompt engineer, but having the skillset on your team is crucial if you want to go beyond generic and actually have good GPTs.

A great prompt is all about providing full context, clear instructions, and mapping out a method of executing work to your GPT Agents.

From Experiment to Solution: The Real Deal

There's a world of difference between a proof of concept and a real solution. With custom GPTs, you can get a cool demo up and running within minutes.

But the real magic happens when you track usage, monitor quality, and improve it over time, so that you can have a solution that truly works.

Be Smart on Privacy

GPTs have an option to turn off data sharing and if you are going to use these for work purposes - we highly recommend doing so. This is a huge win for those of us who value our data privacy. ๐Ÿ™ย 

This little checkbox is on the bottom of the configuration settings.

And remember, this is just the start. Our team is here to support you as you bring AI into your work & business to power your internal operations.

Get help with Custom GPTs

Our team is hard at work on ways to help you ramp up quickly and set up highly effective custom GPTs for your work or business.

Trainings and services will be announced soon, so get on the early access list (these always fill up fast!)

Qualifying Leads (to the next level)

Ever wondered how to sift through leads without spending hours on end? Here's how GPT can be your secret weapon:

  1. Start by determining your qualification criteria. What makes a lead worth pursuing?

  2. Next, build re-usable prompts, encoding your qualification criteria in the prompt. These will process new leads' information and assess whether they match your criteria.

  3. If a lead is qualified, have GPT automatically post it in a company Slack channel for immediate follow-up.

  4. (optional) If you want to automate it, check out tools like Zapier or Make.comย 


For your reading list ๐Ÿ“š

That's all!

We'll see you again on Tuesday. Thoughts, feedback and questions are much appreciated - respond here or shoot us a note at [email protected].

... and if someone forwarded this email to you, thank them ๐Ÿ˜‰, and subscribe here!


๐Ÿช„ The AI Exchange Team