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Set it up once

Save your standing context in custom instructions or a project, so you stop retyping it.

Remove names and account numbers before you paste.

Prompt · 4 lines
About my business: [TYPE], [NUMBER] employees, we serve [WHO], in [GENERAL REGION].
My role: [ROLE]. I usually ask for help with [3-4 COMMON TASKS].
How I want answers: short, plain English, bullet points over paragraphs, ask me a question if something's unclear, flag anything you're unsure of.
Never: invent numbers, quotes or sources. Never assume a customer's details.
How to adapt it
  • In ChatGPT this lives under Custom instructions or a Project; most other assistants have something similar.
  • Keep it general. Update it when the business or your preferences change.
Don't paste this in
  • Names, addresses, account numbers, or anything you wouldn't put on your website
  • Use a business AI account, not a personal one, for company data.

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