ChatGPT Projects Explained, The Secret Weapon for Organized Speakers

In this tutorial Shaun Whynacht walks viewers through the ChatGPT “Projects” feature, a dedicated workspace that isolates context and memories for specific tasks. He explains that Projects are only available to Plus, Team, or Enterprise accounts and outlines why free users miss out. The video details the step‑by‑step creation process, emphasizing the crucial memory setting (default vs. project‑only) that must be chosen at creation because it cannot be changed later. Shaun shows how to name projects, add files (PDFs, images, code) up to 25 per project, and configure custom instructions for the AI. He then tours the various modes accessible within a project—image generation (Nano Banana), Agent mode (a virtual assistant that can browse the web and perform actions), web search, deep research, Canvas for writing and code, quizzes, and shopping research—demonstrating each with brief examples. Throughout, he shares practical use‑case scenarios such as agency client work, podcast episode production, book outlining, lead‑magnet creation, and GoHighLevel landing‑page generation, highlighting how the isolated context keeps work organized and prevents bleed‑over between projects. The video concludes with tips on managing chats within a project, a reminder of current limitations (e.g., immutable memory setting, slower image generation), and a call to action for viewers to engage with the channel.
Chapters
Welcome to this video, and we're going to be diving into ChatGPT projects. So if you followed some of the previous videos where we talked about how to train your AI using deep research and everything, and then the last video that we shot in this series was about all the settings in ChatGPT to personalize it. Today we're going to be diving into projects. So what is projects? Well, projects are essentially a dedicated intelligent workspace within ChatGPT. Now, this is only available for the, the Plus, Team, or Enterprise users. So if you're on a free account, you won't have this functionality. So hey, maybe it's time to do that upgrade that you've been holding off for a long time. But this allows us to, to silo and close off certain tasks or projects. So it doesn't bleed into other information within your account, knowing that as you start to use ChatGPT in its base sense, meaning You know, you go into the standard chat, it'll start to learn things, and then it will carry over to other chats. Projects fixes that option because now we can say either share all this with other projects and chats, or let's keep it contained. And that's where it really comes into to be having that centralized context of what it is. So in my case, because we run an agency, I use projects for certain tasks that I'm doing for clients, or maybe I'm creating my podcast and I want to create all the content I need for that and ongoing stuff for show notes and guest summaries and all that, very contained, right? I don't want that to bleed into other marketing materials or other projects that I'm creating. So I will do that within the project section. So let's jump into this and take a look at some of the core things you will need to know as we go forward. So I'm going to make myself a little smaller here. So project shows up on the left-hand side under GBTs. So we're going to click on projects and it's going to drop down. Now this just collapses and reopens up. So we're going to go in here and going to create a new project. This part right here is key. It still catches me from time to time. I go in and make it and I hit create. And I was like, oh no, I forgot to lock it down. So it only knows that it's going to be contained within this project. And you can only do that at the time of recording this video. You can only do that in this step right here. You can't go back and change that setting in the future. Hopefully, maybe they're able to change that. Maybe there's a reason why you can't do it before. Um, but here's what I mean. Make it a habit to come in here the very first time, click on the gear setting on the top right and look at the memory. By default, it says project can access memories from outside chats and vice versa, right? So it can start to pull things in. Or project only. Project can only access its own memories and its memories hidden from the outside. Now, when would you use the default? Maybe you are just going to create a project that is for your social media posts and your account's pretty much trained on all your content. And everything, then you can use default because it can pull that stuff into the project. But if you're starting something new, project only, or you're doing work for somebody outside of your brand or your business, project only is absolutely the way you want to go. So we're going to choose that for this. And then we're going to give it a fun name, right? So we're going to call this the super fun named Project, right? There's no real reason for the name impacting anything you're creating. It's just so it shows up on the left-hand side. And then there's little categories that are here that you can click and, you know, figure out what they're for— investing, homework, or whatever. I've not used any of these. I don't think really they're going to change too much. So we're going to create that project. So it's going to create it. Now what we're going to see on the left-hand side is it shows up over here. You can hit these three little ellipses buttons to share that with other people, or you can rename that project or delete it in here. But within this, you've got some settings that you can work with. Most commonly you'll see is the add files. This is where you can then start to upload content for context. That's fun. Content for context around this chat. So if you're going to be, let's say, creating one of these for your podcast, maybe you're going to want to have a document that's like, here's Here's the summary of what the podcast is about, right? Here's a bio of the host. Save those as a PDF and go in here and add those files within this. When you bring this up, it says instructions. See context and customize how ChatGPT responds to this project. All right. So this here is going to give us information about the project settings that are clear across the board in this project, right? So this is, you know, respond this way, or you're going to be creating, social content for XYZ. That's where you'd enter all that. And then we can add in our documents. What we can see here is we can add in documents, code files, images, and more, right? So PDFs work really well in here. You can add up to 25 files for that project. And then the memory down here does not— it looks like you can, right? They hang that bait out there pretty good, but it looks like you can do this, but you can't. You cannot change this. After the fact. If you get to this point and you're like, oh, I'm just starting this. And you're like, oh no, I needed to change that because I left it as default. Delete the project, just create a new one and then change it then. Right? Hopefully you don't realize that after you've done a lot of work in that. So you can go ahead and upload those files within that section of it. Now, from that point forward, this works just like any other chat would, right? You can hit the plus sign here to do any of these things like adding files or photos, add from your Google Drive if you've got your Google Drive connected. Tell it what mode you want it to be in. So maybe you're going here to create images, or you're going to use this agent mode, or you want to study and learn or do a web search. And this is more here for Canvas, deep research, quizzes, shopping research. I'm actually going to explain these in just a moment to you because I think that's relevant at this point. And then the right-hand side, this is just my Grammarly plugin. You won't see this unless you've got Grammarly. You've got your ability to dictate in here, or you can go into voice mode, which will flip it over and you can have a conversation with it. Works really well. You know, you ask it a question, it responds back, you're just having a conversation. But that thread stays within your ChatGPT. So use case in this is I was developing or wanting to develop an outline for a book. And I was driving, I had about an hour drive ahead of me. And I went into the app Obviously, when I was getting coffee, I turned it on. And I said, you know, hey, I want to develop a book on this topic. I want it to be 25, not 25 chapters, 10 chapters. And this is the outcome. Let's start to brainstorm some ideas, right? You pause, it'll respond back, right? It may ask you a question. And we went on for about 45 minutes. By the end of that, we had a complete outline of the different chapters that I wanted to do. And the questions that could be interviewed to me to answer those questions in there, because my thought process in this is I will just use audio form and speak the chapters and then use AI to reform the transcripts and turn them into actual written chapters that I want within that. Right? So this allowed me to save a lot of time and kind of fill up that space while driving in here. So that's what that means. Now let's just briefly take a look at these sections here. So creating an image. I'm not sure I really have to give too much explanation about what that is, but if you chose that mode, it'll come down like this, and then anything you give it here, it'll look to create that image with the Nano Banana image. Fun, you didn't know that name. Nano Banana is their image generation option in here, right? So we could go in here and tell it to, you know, create an image of a dog holding a microphone. So now it's going to go ahead and it's going to start to generate that image within the system. Now the image generation in ChatGPT is a little slower than it is in, let's say, Gemini or any other like Midjourney or anything like that. So there we go. There's a dog. Now I didn't give it any context in here. I could go in here and add to that, right? So I could say, give it a funny jester hat. I don't even know if that's how you spell jester, but we will see what it comes up with, right? We're not going to get too much down this rabbit hole, but if you've not done any image generation within ChatGPT, then, you know, this is how it all works. And it's getting better. One of the downfalls that I find a lot with image generation in AI is its ability to put text on the image and actually spell it correctly. There are times a word's been misspelled. I've asked it over and over to correct it with the correct spelling that I've given it, and it still has not done that, right? So here we go. There's the hat coming on that golden retriever here. And let's see, yeah, still holding the microphone, right? So some fun stuff that you can play with in there. So that's the image generation side. Next, we've got our agent mode. Now what agent mode is, I'm not going to do it because it will take a while and we're going to do a whole nother video on agent mode, is it will actually spin up a virtual computer and you can see it going and doing the things that you want, right? So maybe it's like do some research on events in this area that I could speak at or, you know, prospects or do this or do that or whatever that case is. And it will go ahead and do that. If it needs access to certain things like a password login, it may come back and ask you to do that. But that's what agent mode is. Think of it like an actual a team member that is going to use the web to go and do certain things, scrape information, build documents, all that kind of stuff. Right. And the way it works in the paid model is they give you a certain amount. As you see here, I have 40 left that I can run here and more available on March 15th. And this is an evolving scale as it goes through. The study and learn side means that it's going to then go ahead and start to study certain resources that you're giving it.. So you could go ahead and, you know, upload PDFs of textbooks or send it to articles online and be able to pull that, that together. The web search is now you're giving it the ability to go and search the web, right? So I could say, go check out, I'll put our website in there, marketing.ca, and tell me 3 valuable facts. I can't even type when I'm recording. Right. So now it's going to go ahead and you see they're searching the web, it's finding us, right? So now it goes and pulls that information from that website. It's in there. So if you're starting to do some, you know, let's say some research on conferences, or even starting to do some rebuilding of your own stuff, you can use that web search part to go and say, okay, go look at this from, you know, a critical eye or give me your insight into certain things. All right, so that's the web search. Canvas, which is here, is really a great function, right? So this is for writing, for writing or for code. And we'll do another video on how to use code in the series because I've been able to build different things within these sections. I'm actually going to use and show you Gemini for that because I've been using that quite helpfully, quite successfully for building landing pages and certain functionality, especially using GoHighLevel because it knows that system and is able to build the code properly to fit within it. So what I'm going to do in that video is I'm going to do a side-by-side. We're going to give the exact same prompts and we're going to see what it comes up with for that. But for writing, this is helpful, right? So let's say I'm going to go in here and I'm going to say, write an email that Could be used for every new prospect of Blue Cow Marketing to thank them for their time on a free consult. Okay. All right. So we're going to make sure Canvas is turned on. You're going to see something happen here on the screen as we hit go on this. This is going to write this. Now it's going to convert here in just a second. Right? It's going to do this email. It's going to write it out. Right? Oh, actually they have, they've changed the interface since I've done this last. But let's say if we click edit, I think that's when, there we go. That's the effect that I was looking for. So let me move my big bald head out of the way here. So what we're seeing is we got about a, you know, a 70% canvas on the right and then we got the chat on the left. So what it did is as we go through here, It's actually creating this document, right? So here's the email. I can go in and I can, you know, write more in here. I could say, okay, you know, I could highlight this and say, okay, I don't like this, this opening. Let's start with something humorous. So now what it's gonna do, you saw the chat's updating over here, but it's gonna rewrite what I highlighted here. There we go. So it did all that. Now, if I'm okay with that, I can hit the little X here. It's gonna come back to, to this mode and this email is going to show here, right? So you see this little box, it never always looked like this before. If you were using this before, it was just like a little box and it, basically was the headline, this part here, but now we see the whole email in that. So I can say, okay, write a second email to the prospect to send testimonials. Now, by this, because it's in a chat, it is going to reference and know what it had said before, right? So I asked it to write something else, a secondary email, and this is going to be key because this is one of the power features of Canvas is being able to do this type of content creation. All right. So what it did was it went and it wrote this in here just like that. So it took into mind the previous conversation and then it wrote this here. Now, one thing I just noticed in here before, it would make a secondary document, right? So I'd be able to click and edit this and it would be separate. For some reason it made it all as one. Okay. So I'm just going to ask it here. I'm going to pull this up so I can see my bottom of my chat. Make the second email a separate canvas. Must be an update that I wasn't aware about, but let's see what happens here. There we go. So now it made it a different one in here. So if you ask it to do that, now what we're able to do is like this one here minus the stuff it put in there would be the first one. I could edit this, go in here and do that kind of stuff. Right. Let's just get this outta here. So we only have that one, right? We'll X outta that. Now that's up here and I can scroll down the chat and I can go in and I can edit this one, right? So we're kind of like ingesting and embedding content pieces within that. So they're not really lost within an entire search in here. So that's how the canvas feature works. Works really helpful for doing this type of content. Next we've got, what do we got in here? Deep research. So this becomes handy if you watch the video on creating the training of your GPT so it knows who you are. We ran a deep research on ourselves and recommend you do that too, to be able to let it go search the internet and find out all the information about you that it can find. Obviously vet that, make sure it's legit and it's actually talking about you and not somebody else named the same as you. Quizzes. This is a new feature. I have not played with this. I'm assuming— let's learn this together. Create a quiz that would be helpful for business owners struggling with spending too much time on marketing. Let's see, I'm assuming that's what this does. Within here for the quiz. So let's just see what comes up here. So it looks like it's something that's going to be embedded in here. Let's take some time. One thing that you'll find as you use ChatGPT over time is that new features are going to roll out, some of which you don't even know they're coming, right? So quiz wants to connect to quizzes, create a quiz for your knowledge. Okay, I don't really know what that is, but let's see. Use quizzes in ChatGPT, connect interactive quizzes. Oh, this sounds fun. So quiz is now connected, probably an app. So love this, actually another kind of lead magnet, right? So now we're focusing on the lead magnet here. So it's starting to bring out the copy. This probably could have been a whole separate video, but there's a quiz and all the questions that are there tells us the scoring. Nice. I can see this being useful for, for you guys. So always at the end, it says, what do you want to do next? Right? So if you want, I can now turn this into a high-converting landing page version. Rewrite the full in Blue Cow tone, a little cheeky, a little bold, or structure it specifically for GoHighLevel form logic and scoring automation. The reason it's suggesting this is it knows that I build a lot of stuff for GoHighLevel accounts. I mean, I've asked it in previous ones, so it has referenced that in its own knowledge and memories moving forward, right? So that's how that pulls that all together. So I can go ahead and rewrite it or not, but I'm curious as to this high-converting landing page. So I'm going to, I like to just copy and paste sometimes and go in here. Let's see what it will do for us. But this, like I said, this may justify also a more in-depth video. So let's see here, headline, subheadline, sections. It might just be creating the copy for this, but this is where we could go ahead and start up a new chat once we have all this and build it into the code side. And this might actually be, um, what we're going to use. So in the next video, when I talked about using AI for coding, I'm actually going to use this information that it came up with here. So I'm going to extract all this from this chat and use it in a new one and put it head-to-head against Gemini because Gemini is also one that I use a lot for the coding side of things. All right. So that's the quizzes. We'll leave that as is. And then in here, we've got shopping research. For, you know, if you want to shop for products, I use this multiple times, if I'm looking for stuff on Amazon, or online, explain what it is that I want and say, hey, you know what, what can we do? What we're doing is, you know, my son and I are doing robotics. So we say, okay, well, you know, we want to build a little robotic arm, what products and connectors and boards and all that stuff will we need, and it goes out and finds it all. And gives us all the links. So that's where that, that comes into play. All right. So just as we wrap up here, the project side of things, projects are extremely helpful for you to keep things organized. Just to give you an idea of this, when you go into a project, it will show the list of the different chats down below. So for example, you know, we're doing a podcast with one of our clients. So we call the podcast, the number is the name of the project up here. And then the different episode things that are going to show up. So every time we do a new episode, it becomes a new chat within the project. And the way that we learn and structure different things in the chats will then roll over to the other chats within that project. All right, so you can obviously see more and scroll those down and go through that. So again, like the questions, add them onto the comments of the YouTube videos. If you like this content, please subscribe to the channel, like this video, ask a question. And hey, maybe if your question is not even related to this, ask it on this video and we'll make a video about that. So thanks for watching. And until next time, keep exploring and having fun.
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