Here's an example of something I tested with ChatGPT WorkMode at the end of this month:  Monthly Marketing and Business Review Recurring task

At the end of each month, I review activity across my business, identify meaningful progress and decide what deserves attention next.

The information is usually spread across my calendar, emails, Trello, client work and content, making it difficult to see the complete picture.

Workflow at a glance
Month end → Select approved sources → Run the brief in ChatGPT Work Mode → Review and verify the draft → Choose final priorities → Update my plan manually

Planning the workflow 1. Outcome

Produce a concise monthly review covering:

• Meaningful wins and completed work.

• Activity that created enquiries, commercial opportunities or useful progress.

• Unfinished work that still matters.

• Tasks that could be postponed or abandoned.

• Three recommended priorities for the following month.

• Signs that my planned workload was unrealistic.

2. Context

I run a small marketing consultancy and education business. My current priorities are to create more consistent client opportunities, validate useful services, build evidence through completed work and maintain a sustainable workload. The review should identify what moved forward, what created useful opportunities and what deserves attention next. It should value meaningful progress rather than simply rewarding busyness.

3. Sources

Use my approved:

• Calendar for the month.

• Relevant emails and client conversations.

• Active and completed Trello tasks.

• Notes about enquiries and opportunities.

• Content and website performance where available.

Only use approved sources that I have given access to.

4. Constraints

• Review only the specified month.

• Protect private client and business information.

• Separate confirmed evidence from assumptions.

• Do not treat every unfinished task as a priority.

• Do not send messages or change connected tools.

• Keep the review practical and concise.

5. Quality checks

• Cross-check important findings where possible.

• Use specific examples rather than generic statements.

• Flag missing or uncertain information.

• Distinguish completed work from work in progress.

• Check that recommendations reflect my goals and capacity.

6. Review point

I will check the findings, add any missing context and choose the final priorities. Nothing should be added to my plan or calendar automatically.

The prompt I used

Using the workflow requirements above, review my approved business information for August and produce a concise monthly marketing and business review. Use my approved calendar, relevant emails and client conversations, Trello tasks, opportunity notes and available content or website performance.

Organise the review into:

1. Meaningful wins and completed work.

2. Activity that created enquiries or future opportunities.

3. Unfinished work to continue, postpone or abandon.

4. Signs that my planned workload was unrealistic.

5. Three recommended priorities for September.

Explain the evidence behind each recommendation. Distinguish confirmed facts from inferences, flag missing information and protect private business or client details.

Do not send messages, edit tasks or change any connected tools. Present the review as a draft for me to check and finalise.

NB: I tested this workflow using my own business information. I haven’t included the resulting report because it contains private client, financial and commercial information.

Reflection

This workflow brought together information that was spread across several places and made my monthly review more structured.

Next time, I would track enquiries and opportunity sources more consistently throughout the month. Human judgement was still needed to check the context, assess what was genuinely valuable and choose realistic priorities.