Course ID: BPPW

Beyond the Prompt: Practical Workflows with ChatGPT’s Advanced Toolkit

Step beyond basic prompting and discover how ChatGPT’s lesser-known tools can streamline the daily accounting workflow—from gathering source data, analyzing data, to drafting polished reports. In this two-hour session, you’ll explore time-saving features like Deep Research, Data Analysis, Canvas, custom GPTs, and more, discovering repeatable workflows that cut manual effort and boost accuracy. Whatever your workflow entails, “Beyond the Prompt: Practical Workflows with ChatGPT’s Advanced Toolkit” equips you with practical AI techniques you can apply immediately.

In-person and live webcast CPE credit: up to 2.0

Learning Objectives

After completing this course, participants will be able to:

  1. Select key ChatGPT advanced features—Deep Research, Data Analysis, Tasks, Canvas, and custom GPTs—relevant to accounting workflows.
  2. Apply Deep Research and Data Analysis to gather and analyze source data for common accounting scenarios.
  3. Use Tasks and Projects to organize information and automate follow‑up steps.
  4. Determine which ChatGPT workflow (research, analysis, automation, or reporting) best fits a given accounting task.
Major Topics
  • Feature Focused: Quick dives into Deep Research, Data Analysis, Tasks, Canvas, custom GPTs, and more.
  • Demonstrations: Short exercises so participants can “feel” the tools, and understand how to apply them.
  • Real‑World Scenarios: Examples map to common accounting tasks—data gathering and analysis, knowledge management, and research.
  • Automation Quick Win: Set up a Task reminder live and see how it replaces manual follow‑ups.
  • Ready‑to‑Use Resources: Leave with a cheat‑sheet, quick ideas to implement, and links for further exploration.
Who Should Attend

This course is designed for accounting and finance professionals who already use or are familiar with ChatGPT basics and want to adopt more advanced features to streamline everyday workflows.

Fields of Study
Information Technology
Prerequisites

Knowledge of ChatGPT basics. Subscription plan highly recommended.

CPE Credits
2.0
Level
Overview

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: or team@blionline.org
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