Better Summary Prompting with ChatGPT

Better Summary Prompting with ChatGPT

In a matter of months, AI has gone from a clunky aspiration to interwoven into almost everything we touch online. Every day more and more applications are developed. Personally, it has created efficiencies in my world I never thought possible. It doesn’t DO the job for me, I don’t believe in that, but it has assisted me in doing what I do best, that much better. It’s automated those parts of my work that cost time allowing me to focus on serving my team, my clients, and my products to the fullest extent.

Specifically with NLP, I think about it like having the best research assistant on the planet. The fastest notetaker known to man. The most intuitive assistant a guy could ever ask for. I wanted to touch on a very simple but effective use case around summarization that has helped me streamline my own operations and save me time for the things that really matter. Specifically how you can get better outputs from GPT using prompting. 

Prompting is the method with which you interact with AI models like ChatGPT. If you’ve asked ChatGPT a question before, you’ve used prompting. Below are just a couple ways to increase the accuracy and target the output you desire using prompting.

Summarization:

Summarization has saved me countless hours of reformatting coaching notes, meeting notes, legalese, terms of service, you name it. Anything and everything that has a lot of information I want to condense down into small consumable chunks, I utilize prompting techniques with ChatGPT to help me summarize. It’s just a part of my day now. Rather than go into the millions of different use cases I wanted to center specifically around summarizing notes and how to get better summaries with better prompts. You can do this with old school digital note taking or if your online meeting software has dictation, this will work for that too however you’re prompts may be slightly different.

For the purpose of this post we’ll assume you have taken a ton of notes from a large executive meeting and now need to button it up for the rest to consume. 

Simple Prompt:

We can start with a prompt like, “Please summarize the notes below:”, then copy and paste your notes and drop them all into GPT-4. In seconds, your entire “stream of consciousness” notes will be summarized. It’s good, and ChatGPT can definitely get the job done but you may still have missed important aspects or still need to reformat and rearrange.

Your prompt will look something like this:

Summarize the notes below:
[PASTE YOUR NOTES HERE]

Adding Context:

Now let’s add some context. One method of improving the output is by giving better instruction on your desired output. Rather than simply saying, “Summarize the notes.” Tell GPT how you want the notes summarized. By adding context you are training the AI to understand the why behind what it’s doing. Remember, as it stands today, GPT doesn’t actually know what it’s doing (so we think) but rather is doing what it thinks it should do based on the data it’s been fed. Here are a few examples of how to add context:

Defining the specific kind of summary you want: For example, if you want the AI to summarize a lengthy notes document that is highly technical in nature and you want to share it with non technical individuals your prompt could look something like this:

Summarize this article in language appropriate for a 5th-grade student.
[PASTE NOTES HERE]

Adding a goal or perspective: For instance, if you want a summary that focuses on the profitability of the topics discussed, you could create a prompt that looks like this:

Summarize the notes from yesterday’s executive meeting at XYZ Corporation, where the primary agenda was to discuss the company’s new product launch strategy. Please highlight the key decisions made, action items assigned to various teams, and any important considerations regarding the marketing budget.:

[PASTE NOTES HERE] 

Restricting the length of the summary: If you need a short summary, specify the length. You can add this to the above goal or perspective to create more context for the AI to follow. Add something like this:

Provide three paragraphs summary of the following text:
[PASTE NOTES HERE]

Using Inline Instructions: If you have a long text and you want the AI to summarize only certain parts, you can guide it by saying something like

Summarize the following text, but focus specifically on the sections related to customer feedback:
[PASTE NOTES HERE]

Remember that the context should be relevant and clear. The AI uses the context as a guide, so providing a well-defined and accurate context will help get a better response.

Add A Role:

One of the simplest ways to improve your prompt is to define WHO ChatGPT should be. By giving it a role you are giving it a perspective based on the knowledge set it is trained on. You’re telling it to “Act as if” in some form or fashion. This is a great way to craft even better summaries. Admittedly, giving it a role as “note taker” may be a bit overkill. Roles are better suited for when you are researching topics or getting outputs you need specifically defined as a developer, a scientist, a mathematician, a lawyer, etc. Keep in mind that ChatGPT will tell you specifically that it cannot give legal advice so one trick is to tell it you understand it cannot give legal advice but that you’d like to use it to send to your legal team. That further sets context within the role. Below are a few examples of how to add a role to ChatGPT when summarizing your notes:

Marketing Manager Role:

As the marketing manager at XYZ Corporation, please summarize the notes from the executive meeting held yesterday. The meeting focused on refining our marketing strategy for the upcoming product launch. Highlight the key marketing initiatives discussed, decisions made, and action items assigned to the marketing team.
[PASTE NOTES HERE]

HR Director:

As the HR director at DEF Corporation, summarize the notes from the quarterly executive review held recently. The meeting primarily centered around talent acquisition, retention strategies, and organizational development. Focus on any decisions made regarding recruitment, employee engagement initiatives, and talent management.
[PASTE NOTES HERE]

CEO:

As the CEO of GHI Industries, provide a summary of the strategic planning session conducted by the executive team. The session aimed to identify growth opportunities and streamline operations. Please highlight the proposed strategic initiatives, potential areas of expansion, and any action items assigned to key stakeholders.
[PASTE NOTES HERE]

By specifying your role within the company, you establish the context and perspective for the summary, allowing ChatGPT to generate a summary that aligns with your role and responsibilities within the corporate setting.

Few-Shot Prompting:

Few-shot prompting is a technique used to teach AI NLP systems (like ChatGPT) by providing them with a small number of examples. It’s like giving the AI a quick crash course on a specific topic using just a handful of examples. By learning from these examples, the AI can then apply its knowledge to understand and respond to similar questions or tasks in the future. It’s a way to help AI models learn quickly and adapt to new situations with minimal training data.

This is most likely overkill if you’re just using ChatGPT in the browser however I still feel it’s important to note as this prompt method really helps to better “teach” the model what it needs to do. Below are a couple examples of how you can use few-shot prompts. For brevity’s sake I won’t use notation examples but will show you how to do it with product feedback. You’re teaching it to predict the outcome of the actual notes you are summarizing:

Example: 

  • I bought this product and it was defective: Negative
  • I absolutely loved using the new tool. It made me so much more efficient: Positive
  • Customer support was terrible and I couldn’t get my questions answered: Negative
  • I would absolutely recommend this product to friends and family:

You can see in the last bullet that I left it blank. What I’ve done is train the model to sniff out sentiment analysis based on some data points. The more data points the better the model is trained. When hitting “send” GPT will return with the output of “Positive”. What you can do with summaries, if space allows, is feed it some of your notes and then show the output you want. If the sample size is small enough you can do this a couple times to hone the model to predict what it should do with the new set of notes you are about to feed it.

As a reminder, many of these may be overkill if all you’re looking for is a summarization of the notes but these prompts can apply to almost anything you are looking to get a specific output from. Digging just a layer deeper can improve the results and allow you to get more out of ChatGPT. Now go have some fun and try them out yourself!

Remember that you are the secret sauce and AI is the assistant. Keep that in mind with everything you hand over. Don’t lose sight of that no matter how well you’re automating your business. Contact me with any questions regarding how to better use AI in your business and your life.

Applying Agile Non-Development Departments

Applying Agile Non-Development Departments

As a Product Leader, I see so many opportunities for translating Agile Scrum methodologies to leadership in non-development departments. Let’s explore how product management principles can be applied to effectively lead teams and improve performance and morale across non-development departments such as implementation, support, and sales.

Agile Scrum rituals are designed to promote transparency, collaboration, and continuous improvement. These principles can be applied beyond software development to help teams in other departments work more efficiently and effectively. Let’s take a look at how Agile Scrum rituals can be translated to leadership in non-development departments. The overall goal is to make incremental progress allowing your teams to pivot quickly and iterate in real-time. It allows for long-term planning with short-term check-ins creating more available time for teams to work and reducing the overall communication gaps and meeting overload.

Daily Stand-up Meetings

The daily stand-up meeting is an Agile Scrum ritual where team members share updates on their progress and plan their work for the day. In non-development departments, this ritual can be adapted to have a daily check-in where team members share their priorities and any blockers they may have. This can help promote transparency and accountability among team members, as well as identify any issues that need to be addressed. The true goal of the daily standup is to allow a specified time (typically morning) for you as the leader to check-in with your team. Provide any pertinent updates but ultimately hear from each member of the team on what they did yesterday, what they’re doing today, and where they have any blockers. This meeting is specifically to clear blockers and allow the team more time to focus on priorities then provide updates throughout the day.

Sprint Planning

Sprint planning meetings are where the team plans their work for the upcoming sprint. A sprint is a specified time-boxed period where a definable chunk of work is committed to. In traditional product management teams, this is typically a week or two weeks. The team measures their total capacity and plans work based on the capacity. The goal is to complete all work that is scheduled within that sprint. One or two-week sprints allow teams to pivot and adjust throughout a quarter depending on team size and efficiency. Let’s look at a non-development group like an implementation or sales org. You may have a backlog of tickets or a number of sales calls that are required to be made. The bandwidth your team has defines their throughput and by massaging your capacity in two-week increments you can also project much farther into the future and provide more accurate, real-time reporting to your leadership groups.

Sprint Retrospectives

Sprint retrospective meetings are where the team reflects on their work from the previous sprint and identifies areas for improvement. In non-development departments, this can work very much the same. A regular retrospective meeting is held at the end of a sprint where the team reflects on their performance and identifies ways to improve. This can help promote a culture of continuous improvement and innovation, as well as boost team morale by providing an opportunity for feedback and recognition.

One of the keys to success with retrospectives is allowing everyone to be open, honest, and transparent. This is not a finger-pointing exercise but a way to calmly address issues within the team in order to operate more cohesively. Retrospectives are a great opportunity to recognize team members who went above and beyond. It’s a way to grow camaraderie within your team. Doing this on a regular basis can improve your team’s micro-culture and create better working relationships.

Product Backlog Grooming

The product backlog is a prioritized list of work items that the team needs to complete. In product and development orgs this is typically small definable chunks of work that can be completed in two weeks or less (depending on how long your sprints are). The product backlog consists of any and all asks of the product team that needs to be reviewed, groomed (broken down into details), and prioritized against your roadmap and other unplanned work.

In non-development departments, this concept remains the same but the execution may be slightly different. Let’s look at an example. A typical support queue has more work then the team can ever accomplish. Many times these tickets or support requests have SLAs attached to them. Grooming can be a hugely beneficial exercise because it forces a review of the backlog. This grooming allows you to close tickets that are no longer an issue, review tickets against others for priority, and manage your SLA’s better. This can also signal to customer-facing teams where in the workflow their customer’s requests are at.

At the end of the day, the team size and bandwidth are relatively consistent. By regularly reviewing your backlog you can make smarter decisions and ensure none of your high-priority support requests go unanswered.

Sprint Review Meetings

Sprint review meetings are where the team showcases their work from the previous sprint and receives feedback from stakeholders. In non-development departments, this can be adapted to have a regular review meeting where the team showcases their accomplishments and receives feedback from their peers and managers. This can help promote transparency and collaboration, as well as provide an opportunity for recognition and feedback. Most often there is a “thing” being tracked. In an implementation, it can be X number of setups per sprint. In sales it could be did we hit the call quota or meeting quota for the given sprint. These are typically tracked in dashboards providing metrics. While sales quotas and performance dashboards are not directly related to product management principles the cadence is. By shortening the review time you can make better decisions and target problem areas before they get too big.

Agile Scrum methodologies translated to leadership in non-development departments can help promote transparency, collaboration, and continuous improvement. By adapting Agile Scrum rituals to fit the unique needs of non-development departments, leaders can help improve team performance and morale while shortening the cycle time for adjustments and coordination. By focusing on these principles, leaders can help create a culture of innovation and success in their organizations while minimizing stress and providing better visibility to the rest of the business.

Is Quiet Quiting Actually A Thing?

Is Quiet Quiting Actually A Thing?

As a professional and personal coach specializing in Ontological learning recently, I encounter clients who are facing symptoms of the current economic downturn and companies that are more focused on their bottom line than the health and productivity of their employees. In such situations, it is common for people to feel disengaged, unmotivated, and even tempted to quit their job. This is where the concept of “quiet quitting” comes in.

What is Quiet Quitting?

Quiet quitting is a term used to describe employees who remain in their jobs but have mentally checked out. They have lost their passion for their work and feel disengaged from their team and the company as a whole. These employees are not actively looking for a new job, but they are not contributing their best either.

Quiet quitting can have a significant impact on the productivity and success of a company. It can lead to decreased morale, increased turnover rates, and ultimately, a loss of revenue. Therefore, it is important for leaders to recognize the signs of quiet quitting and take action to re-engage their team.

Strategies for Combating Quiet Quitting

Here are some strategies to re-engage your team during economic downturns and when your company is more focused on the bottom line:

  1. Foster a positive work environment:
    Employees who feel valued, supported, and heard are more likely to be engaged and motivated. Encourage open communication, provide opportunities for growth and development, and recognize and reward employees for their hard work.
  2. Connect with your team:
    As a leader, it is essential to connect with your team on a personal level. Take the time to get to know your employees, their strengths and weaknesses, and their aspirations. This can help you understand what motivates them and how to create a work environment that fosters engagement and productivity.
  3. Provide clear expectations:
    Employees who know what is expected of them are more likely to be engaged and motivated. Be clear about your expectations for your team and provide them with the necessary resources and support to achieve their goals.
  4. Create opportunities for feedback:
    Encourage your team to provide feedback on their work, the company, and their overall job satisfaction. This can help you identify areas for improvement and create a work environment that is more conducive to engagement and productivity.

Quiet quitting is a real phenomenon that can have a significant impact on the success of a company. As a leader, it is essential to recognize the signs of quiet quitting and take action to re-engage your team. By fostering a positive work environment, connecting with your team, providing clear expectations, and creating opportunities for feedback, you can create a culture of engagement and productivity that benefits everyone involved.

The Value of 1 on 1’s With Your Team

The Value of 1 on 1’s With Your Team

As a manager, one of your key responsibilities is to ensure that your team is performing at their best. One of the best ways to do this is through regular one-on-one meetings with each team member. These meetings provide a valuable opportunity for you to connect with each team member, understand their individual needs, and provide them with the support they need to succeed.

Building Better Relationships

One of the key benefits of 1 on 1 meeting is that they allow you to build strong relationships with each team member. By taking the time to sit down and talk with each team member on a regular basis, you can get to know them on a personal level and understand their individual strengths and challenges. This can help you to tailor your support and guidance to each team member, and create a more positive and supportive working environment for everyone.

Improving Performance

Another important benefit of 1 on 1 meetings is that they can help you to improve the performance of your team. During these meetings, you can discuss each team member’s progress and set specific, achievable goals for their future development. By providing clear, actionable feedback and guidance, you can help each team member to overcome any obstacles and achieve their full potential.

Resolving Issues

A 1 on 1 meeting are also a valuable opportunity to resolve any issues that may be affecting your team’s performance. By creating a supportive and open environment, you can encourage team members to raise any concerns they may have, and work together to find solutions that will help them to overcome any challenges.

Improving Team Morale

Finally, 1 on 1 meetings can help to improve the morale of your team. By showing that you are committed to their success and willing to invest your time and energy in helping them to achieve their goals, you can create a more positive and motivated team environment.

Schedule Regular Meetings

To get the most out of your 1 on 1 meetings, it’s important to schedule them regularly and stick to your schedule. By taking the time to meet with each team member on a regular basis, you can ensure that you are staying connected with your team and providing them with the support they need to succeed.

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