Advanced Use of Tools and Prompting (Higher Level)
Key Topics to Cover:
Apply all learned skills to create an AI assistant that solves a real-world scenario: searching, summarizing, and presenting.
By the end of this lesson, learners will be able to:
What makes a useful AI assistant (input, logic, output)
Designing assistant workflows: e.g.,
→ “Search latest HR trends → summarize top 3 → generate team brief → suggest 1 visual with DALL·E”
Using orchestration logic without code (Zapier, Make, Notion templates)
Human-in-the-loop: when to review or intervene
Final output formats: docs, slides, emails, briefs
Peer review and feedback strategies
An AI assistant is a workflow or system that uses one or more AI tools to:
Receive an input (e.g., form, message, data)
Process it (e.g., summarize, analyze, classify, generate)
Deliver a result (e.g., document, image, email, slide, insight)
Optionally notify someone or update a system
Think of it as a digital coworker that helps you complete a task quickly, consistently, and without needing to explain it from scratch every time.
The 4 Key Elements of an AI Assistant
🛠️ Example: Content Summary Assistant for Weekly Reports
💼 More Assistant Ideas by Role
🧪 Step-by-Step: Build Your Own Assistant
Step 1: Choose a Simple, Repetitive Task
What task do you do every week that AI could help with?
Examples:
Rewriting reports
Classifying survey responses
Generating visuals from a theme
Creating meeting recaps
Step 2: Define the Input
What kind of data or content will the assistant receive?
Text pasted from an email or form
Voice notes or meeting recordings
Uploaded spreadsheet
Short prompt written by you
Step 3: Map the Process
What AI tools will you use in each step?
Step Tool Purpose
1 ChatGPT Summarize content
2 Canva IA Create a visual of one insight
3 Googles Docs Output formatted for a report
Step 4: Define the Output
What will the assistant deliver?
A short document or PDF
A visual slide
An email draft
A message posted to a shared platform
Step 5: Decide on Human Oversight
Where do you want to review or edit before final delivery?
✅ Before summary is sent
✅ Before visuals are added
✅ Before sharing output with the team
🧪 Example Prompt Chain: Internal Newsletter Assistant
Paste internal updates into ChatGPT
Prompt: “Summarize into 3 bullet points per team”
Use Canva AI to create a one-pager visual
Paste summary and image into Notion or Slide for internal comms
Share with team every Friday
The most common tools are:
Category Tools
Texts ChatGPT, Claude, Notion AI, DeepSeek
Visual Canva AI, DALL·E
Audio Whisper, Otter.ai
Automation Zapier, Make.com
Docs and Sharing Notion, Google Docs, Slides
Assistant Name Purpose
Inputs Example: Form entries, transcript
AI Process GPT to summarize + DALLE to visualize
Output Slide, Doc, Email
Tools Used ChatGPT, CANVA, Notion
Human Review At summary or delivery