OEO Technology and Innovation Workshop

"AI Cheat Sheet"

AI Model & Tool Selection Cheat Sheet

If your task is…

Quick brainstorm / “Google-style” lookup
→ Best model or feature: GPT-4o
→ Why: Fast, low cost, works like search

Voice chat or “show & tell” with your phone camera
→ Best model or feature: Voice Mode (ChatGPT/Gemini)
→ Why: Real-time multimodal help

Drafting + rewriting + light reasoning
→ Best model or feature: GPT-4-turbo
→ Why: Solid writing, wide context window

Image generation
→ Best model or feature: DALL·E 3 (ChatGPT)
→ Why: Best control over style & brand look

Deep analysis, long PDFs/CSVs, serious reasoning
→ Best model or feature: GPT-4 (o3 / o3-pro) + Deep Research
→ Why: Thinks for minutes, cites sources, handles large documents

Quick rule-of-thumb:

“Google-style?” → GPT-4o

Need more than 10 sources or working with long documents? → GPT-4 (o3) + Deep Research

ChatGPT Projects “Mini” Cheat Sheet

  1. Create a Project → name it after one business function (e.g., “Marketing”).

  2. Upload key files (brand guide, FAQ, past proposals).

  3. Write standing instructions – role, tone, output format.

  4. Turn on Deep Research for market scans in-chat.

  5. Use voice-mode on mobile to dictate ideas while on-the-go.

  6. Share single-chat links with partners instead of forwarding long email chains.

Result: a living workspace that remembers your context and outputs consistent, on-brand material every time.

No-Code AI Agent Cheat Sheet (Relevance AI)

Step 1: Agent profile
→ What to do: Name + role + avatar
→ Small-biz example: “Invoicing Bot” – processes receipts

Step 2: Trigger
→ What to do: Manual, schedule, or CRM webhook
→ Small-biz example: Auto-runs when a new email invoice arrives

Step 3: Core instructions
→ What to do: Paste SOP or sample dialogue
→ Small-biz example: “Extract date, vendor, amount → save to Google Sheet”

Step 4: Flow builder
→ What to do: Drag “If/Then” blocks
→ Small-biz example: If amount > $1k → flag for review

Step 5: Escalations
→ What to do: Slack/email alert
→ Small-biz example: Ping owner if data mismatch

Step 6: Control mode
→ What to do: Auto / Approval / Let-decide
→ Small-biz example: Start with “Approval required”

Pricing Insight:
Free to prototype (100 credits/day) → launch for ~$21/month.

Strategic Delegation + AI Pilot Framework

5-Step Delegation

  1. List every weekly task

  2. Mark founder-only vs trainable vs anyone can do

  3. Document the how-to once

  4. Train/feedback loop

  5. Set metrics & check-ins

3-Step AI Pilot

  1. Break roles into micro-tasks

  2. Calculate total AI cost (license + oversight + risk)

  3. Launch a small, measurable pilot in a low-stakes area (e.g., social posts or invoice triage)

Why it matters: frees founder time for revenue work while testing AI on “safe” processes first.

High-Impact Prompting Cheat Sheet

Core technique

Role + Context + Desired format + Constraints

“You are a bilingual customer-service pro. Rewrite this reply at a 5th-grade level, ≤120 words, friendly tone.”

Power prompts for small-biz owners

  • Market Angle Hunt – “Give me 8 overlooked marketing angles for [product], score by novelty & feasibility.”

  • Pain-Point Email – “Find one-star reviews in [industry]; draft a cold email offering a fix.”

  • Deep Research Trigger – “I want to [goal] with [constraints]. Ask me 10 clarifying questions, then run Deep Research.”

  • Layer & branch: Refine, re-ask, and compare outputs across models for best results.

One-Page “High-Impact Prompts” Cheat Sheet

  • "Act like a professional content writer… Follow these rules: 1) use plain, short sentences … 9) focus on clarity. Take a deep breath and apply each step before you draft."
    Why it matters:
    Kills buzzwords and gives you natural, readable copy in one shot.

  • "I want to learn the best way to [goal]. Before you start, ask me exactly 10 short clarifying questions about aims, limits, audience, timeline, and any key facts. Wait for my answers."
    Why it matters:
    Forces ChatGPT-3.5/4 to gather context first; saves back-and-forth later.

  • "Give me 8 unique marketing angles for [product/service]. Rank by novelty & effort."
    Why it matters:
    Quick idea generator for social posts, ad hooks, or pitch decks.

  • "Find one-star reviews in [my niche]. Draft a friendly cold email offering to fix the problem."
    Why it matters:
    Converts competitor pain points into warm outreach opportunities.

  • "Here’s what I have: [list skills, budget, time]. Give me a 12-week launch plan to monetize these assets."
    Why it matters:
    Aligns action steps with real-world constraints—perfect for lean teams.

  • "Change these key ideas on [topic] into a Week 1-12 table with columns: Week, Action."
    Why it matters:
    Action.

    • Paste the prompt into ChatGPT-4 (or Claude/PPLX if you prefer).

    • Fill the brackets with your specifics—audience, product, budget.

    • Review & tweak—remember, these are starting points, not final drafts.

    • Save great outputs in a “Prompt Library” so your whole team can reuse them.

Ready to Turn Today’s Insights into Your Competitive Edge?

1 | Book Your Free 30-Minute “AI Opportunity” Call

Book Now

We’ll map one high-impact workflow you can automate this month.

2 | Get a Custom “AI Roadmap” PDF

You’ll receive a tailored, step-by-step plan within 48 hours.

Includes tool stack, cost estimate, and quick-win milestones.

3 | Exclusive OEO Attendee Bonus

25% off first implementation project (expires 30 days after workshop).

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“Businesses thriving tomorrow are the ones using AI effectively today.” – Tyrone Robinson