For Sustainability Consultants ·
What you'll accomplish
Your CFO asks for "one page on what the new reporting framework means for us" before Thursday's meeting. The official document is very long and you have a questionnaire due. You set up a ChatGPT Project that holds only the official documents you downloaded from the regulator or standard setter, and ask it for a plain-language briefing that quotes the passage and page behind every point.
The briefing explains what the document says. It never says whether the rule applies to your company. That call belongs to you, leadership and counsel.
What you'll need
What you should see: A folder of PDFs with issuer, title, version and download date in each name. Troubleshooting: If a regulator has published several versions, download each one and name them clearly. Ask ChatGPT in Step 6 to point out where versions differ.
Labels in ChatGPT change, so look for the equivalents.
What you should see: A project page with places to add files, set instructions and start chats. Troubleshooting: If you do not see Projects, check your plan and app version in the ChatGPT help center.
What you should see: Each file listed in the project. Troubleshooting: The number and size of files depends on your plan. If an upload is refused, split the document by part or chapter, and name the parts. Upload the sections you need rather than every annex.
In the project settings (look for the more options menu, then project settings or instructions), paste the following. ChatGPT's help describes project instructions as applying only inside the project and overriding your general custom instructions.
You are helping a sustainability consultant write plain-language briefings for leadership, based only on the official documents uploaded to this project.
Rules:
1. Use only the uploaded files. Do not use memory, web knowledge or other sources.
2. For every point, quote the passage that supports it, in quotation marks, and give the file name and page number.
3. If the files do not cover a point, write "The uploaded documents do not cover this." Do not fill the gap.
4. Never say whether a rule, standard or requirement applies to any company, and never suggest that it does or does not. Say that applicability is a question for the company's counsel and the issuer's own guidance.
5. Never state a date, deadline, phase-in or status unless it is quoted from an uploaded file with the page. If the files might be out of date, say so.
6. Begin every briefing with a header that lists each file used, its version or date, and the date of the briefing. Leave the briefing date blank for me to fill in.
7. Explain terms in plain language, but keep the quoted passage next to the explanation so the reader can compare them.
8. If two files conflict, show both passages and do not choose.
What you should see: The instructions saved in the project. Troubleshooting: If a chat ignores a rule, start a new chat inside the project so the instructions apply from the start.
Open a new chat in the project. Give it the audience, a length and a format, as in the prompt under Your First Real Task.
If you uploaded more than one version, ask: "Where do the versions differ on this point? Quote each version." Read the output with the file open next to it.
Glossary for leadership:
List the defined terms in the uploaded files that a CFO is likely to meet. For each, give the document's own definition in quotation marks with page, then a one-sentence plain-language restatement.
What changed between versions:
Compare the two versions of the document I uploaded. List each difference you can find, quoting each version with its page. Do not interpret what the change means for any company.
Questions to take to counsel:
Based only on the uploaded documents, list questions a company would need to put to its counsel or the issuer before deciding how the document affects it. Do not answer them.
Plain-language summary of one section:
Summarize [section name] for a non-specialist in 150 words. Put the key quote and page after each sentence.