Week 2: How to use AI chatbots in your workflow

Tuesday, February 18th at 9am PT | 12pm ET | 5pm UK

Overview

In this session, we covered the most powerful tools of all: AI chatbots. We learned about ChatGPT, Gemini, Claude, Copilot, how to use them at work and keys to great prompt crafting.

Session recording, slides and notes

Key points

  • LLMs are machine learning models trained on a huge amount of data that understand and can generate text in a human-like way. An LLM is the engine behind a chatbot — so GPT-4o is the LLM behind ChatGPT.

  • LLMs use complex math to predict the next word to write. Think of them like a calculator for words.

  • Key limitations are that they’re not great at getting our writing style just right, they (typically) don’t carry memory between conversations, they have a limited context window (like short-term memory), and their training data will always be out of date

  • Prompts are the instructions you give a chatbot, and there’s an art to doing them well to optimize outputs.

  • Carve’s prompt crafting framework is COIF: include Context, Output, Intent, Format in every prompt for best results.

  • 10 “buckets” of tasks you can use a chatbot for in your workflow: writing and editing, research, meetings, minutes & events, project planning, travel, expenses, brainstorming as a thought partner, learning and business intelligence, translation and cultural nuances, data cleaning & analysis (see below for detailed appendix).

Session slide deck

Take me to the session recording

Appendix: All the ways to use AI chatbots at work

The COIF formula

Workout

AKA your post-session assignment to do in your business

🤖 Craft 3+ new COIF prompts for tasks you're doing regularly at work and test them out. A/B test with a basic prompt if you can to see the difference it makes.

💡 Share 1+ COIF prompt in WhatsApp this week, and comment on 1+ other shared by a peer.