How To Use ChatGPT For Admin Tasks (10+ Prompts To Use For Virtual Assistants)

Le-an Lai Lacaba
11 min readDec 4, 2023

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Administrative tasks are one of the most crucial areas where you require significant support. These repetitive and time-consuming tasks make them ideal candidates for automation using AI language tools like ChatGPT.

By systematizing and streamlining these tasks, you can work more efficiently, saving time and freeing up your energy to focus on other essential aspects of your work.

Here are the 10+ Prompts you use ChatGPT for Administrative tasks:

1. Email Management

Email management involves organizing and managing emails to avoid missing important messages and responding efficiently. It includes deleting spam and irrelevant emails, prioritizing urgent messages, and delegating tasks. Using pre-existing templates can save time and streamline responses. Effective email management strategies increase productivity and are essential in today’s digital age.

Two different ways you can use ChatGPT for Email Management tasks:

1.1. Creating Templates

ChatGPT can be utilized to draft business emails and create templates that can be used for emailing potential clients. This can help you save time and efficiently send emails to your clients or target audiences. Introducing oneself in every prompt you make establishes credibility and makes ChatGPT respond accordingly based on what you need.

Sample prompt:

Can you create an email template for onboarding a client?

1.2. Replying To Emails

Chat GPT can help generate email responses by providing pre-existing templates or generating responses to new emails based on training and customizing. This can save time and streamline the process of responding to emails, particularly in the case of frequently asked questions or joint issues. The passage highlights the convenience and efficiency of using Chat GPT for email management.

Sample prompt:

Can you create a possible response to this email?: *insert email*

2. Calendar Management

Part of the job is to ensure no overlapping counter invites or events for the client, set up counter invites, and notify attendees. Additionally, as the virtual assistant, you may create agendas for meetings or calendar invites.

Three different ways you can use ChatGPT for Calendar Management tasks:

2.1. Creating Calendar Invites

Part of the job is to ensure no overlapping counter invites or events for the client, set up counter invites, and notify attendees. Additionally, the virtual assistant may be responsible for creating agendas for meetings or calendar invites.

Sample prompt:

Can you create a calendar invite description but not in an email format since it will not be sent through email then remove the greeting and closing remarks, that I can insert to the calendar invite I’m making for a client meeting?

2.2. Creating An Event

ChatGPT can break down the necessary tasks and guide on creating the event. The example given is creating a webinar for a client, but the main idea is that ChatGPT can provide instructions and support for creating various events.

Sample prompt:

My client will be having a webinar, and the attendees will be business coaches. Can you create an effective event plan and things to prepare?

2.3. Creating An Ideal Week

ChatGPT can be utilized by creating an ideal weekly schedule for you or a client. You can provide ChatGPT with your priorities and ask it to create a day-by-day schedule for the week so that you don’t have to do it yourself. This can be a helpful tool in planning your schedule and ensuring you have a process to follow. Using ChatGPT in this way is a simple and easy process.

Sample prompt:

My client’s schedule is a mess, and he wanted me to organize it. He also wants to also have a break time. Can you create an ideal weekly schedule?

3. File Management

File management involves ensuring that documents and files are organized and stored in the correct locations. Using dashboards and filing systems as tools for organizing and storing files plays a vital role in managing files.

Two different ways you can use ChatGPT for Calendar Management tasks:

3.1. Creating A File System

You can ask ChatGPT for assistance in creating a filing system for clients and specify the desired outcome, such as different labels or tags to use in the filing system or what folders to use in Google Drive. ChatGPT can then provide guidance and suggestions for setting up the desired file management system.

Sample prompt:

What are the best practices for creating a file system?

3.2. Creating A Naming System

Having a sound naming system for documents can help ensure they are stored uniformly and organized, making it easier to find them when needed. ChatGPT can assist in creating a naming system or filing system to help with document organization.

Sample prompt:

What are the best practices for creating a business file or document naming system?

4. Lead Generation

Lead generation is the process of generating interest in a company’s products or services. ChatGPT can be a valuable tool for this purpose, and you, as a virtual assistant, can help generate leads for the client’s business by innovatively using the technology.

Three different ways you can use ChatGPT for Lead Generation tasks:

4.1. Create Email Sequences

You can create an email template sequence for the client, which can be used to reach out to people on various platforms, such as LinkedIn, Facebook, or Instagram, to schedule calls with them. You can create this sequence to streamline the client’s outreach process and make it more efficient.

Sample prompt:

I am doing lead generation, and I want to send an email sequence to our hot leads for them to engage and convert them to our clients. Can you generate an effective email sequence with content?

4.2. Narrow Down Who To Target

One way to use ChatGPT for lead generation is to provide information about a client’s business and the types of clients they have had and then ask ChatGPT for suggestions on who else to target. This can help narrow the target audience and provide ideas for targeting different platforms to generate leads.

Sample prompt:

My client runs a virtual assistant agency and our target audience is entrepreneurs and small business owners. Can you suggest who else we should target?

4.3. Create a Follow-Up Process

This follow-up process can be set up to send reminders after a certain number of days have passed since the last contact with the client. ChatGPT can assist in creating this process by asking questions and guiding the user through the steps. The ultimate goal is to improve the efficiency of lead generation by automating the follow-up process.

Sample prompt:

Can you create a follow-up email to our leads who actually show interest after receiving our reaching out email but then we haven’t heard back from them?

5. Travel Management

You can use ChatGPT to get advice, templates, or processes to follow when booking flights or creating travel events for your client. However, ChatGPT cannot access the internet, so it is limited to providing information or guidance within its system.

There are three different ways you can use ChatGPT for Travel Management tasks:

5.1. Create A Travel Itinerary

Let’s say a client is traveling for 15 days to a place called “Singapore,” you, as the virtual assistant, asked to create a travel itinerary, considering that the first two days will be spent at a conference. You will then create an itinerary and ask ChatGPT for help on how to do it based on the client’s preferences, such as visiting museums or malls, and provide a detailed plan. Through ChatGPT, you can already have an idea and do it from scratch.

Sample prompt:

Can you provide a comprehensive schedule for my client’s trip to Singapore?

5.2. Create A Travel Checklist

Another way you can use ChatGPT is to create a travel checklist for your client, which could be a simple list of essential items such as passports, tickets, and toiletries that they should bring on their trip. This can help your clients stay organized and ensure they have everything they need for a stress-free travel experience.

Sample prompt:

Can you provide me with a template for a travel checklist that I can use as a starting point?

5.3. Create A Packing List

ChatGPT can also create a comprehensive packing list for your client. This list could include everything from clothing and shoes to electronics and medications the client may need while traveling. Using ChatGPT to create a packing list, your client can ensure they don’t forget any essential items and can pack efficiently for their trip.

Sample prompt:

Can you suggest a template or format for a packing list that I can use for my client who is traveling to Singapore?

6. Research

ChatGPT can be used as an administrative tool for research tasks, but it has limitations. While ChatGPT can perform research tasks, it cannot access the internet, and its database of information is limited to data up to the year 2021, which means that it may need to be able to provide the most up-to-date information.

Two different ways you can use ChatGPT for Research tasks:

6.1. Create A Process On How To Research

ChatGPT can assist with creating a research process. As a virtual assistant, you can ask ChatGPT for guidance on where to look for information, how to ensure the information is accurate, and how to generate a report based on the research. Additionally, you can inform ChatGPT of the research they have already conducted, allowing for a more seamless integration of the new research into their work.

Sample prompt:

How can I effectively analyze and organize my research findings?

6.2. Create A Summary or Report For Research

ChatGPT can help summarize a significant resource or document into a report that can be presented to a client. The report can be created in any format preferred by the client, and ChatGPT can generate bullet points summarizing the main points of the resource. ChatGPT can assist with creating reports, making it easier and more efficient for you as the virtual assistant to present information to your clients.

Sample prompt:

What should be included in the executive summary of this: *insert research report in text*

7. Creating Assets

Creating assets involves documenting the processes and procedures used in the client’s company. By doing so, ChatGPT can ensure a clear understanding of how things work within the company, which can help train new employees or improve the existing processes.

There are three different ways you can use ChatGPT for Creating Assets:

7.1. Creating Documentation

ChatGPT can help streamline the process of creating operating procedures for a business. You can achieve this by setting up ChatGPT in the best way possible to generate responses that make sense based on the queries you ask. Additionally, it would be best if you made the necessary adjustments to improve its performance.

Sample prompt:

Create a standard operating procedure on how to do a set-up call for a new hire with these main points: *insert main points of the SOP you want to include*

7.2. Creating Templates

You can create a range of assets for your clients using ChatGPT or templates. These assets may include email templates, calendar invite templates, Documentation, and contracts. While it’s always advisable to consult a professional when creating legal documents like contracts, you can still draft an agreement or contract for your client. Creating these templates can be helpful for future use.

Sample prompt:

Can you provide me a template for creating documentation for *insert specific process*?

7.3. Creating Lead Generation Products

You can ask ChatGPT for ideas for lead generation products, such as PDFs or giveaways, and then use those ideas to create a product that potential clients would be interested in. The overall goal is to use ChatGPT to generate ideas and create products to attract potential clients and encourage them to engage with the business.

Sample prompt:

What types of lead magnets should I consider creating?

8. Customer Support

ChatGPT can be used for performing administrative tasks in customer support, much like how email responses can be created. ChatGPT can handle customer support inquiries and resolve issues by generating automated responses to frequently asked questions or providing customer support through chat. ChatGPT can help you improve the customer support processes.

Two different ways you can use ChatGPT for Customer Support:

8.1. Responses To Common Queries

ChatGPT can be asked to create templates for commonly asked questions. This can save time and effort in responding to frequently asked questions. You can generate a template easily customized for each query. This feature can be handy for those who frequently receive similar questions or inquiries, as it allows for more efficient communication and response times.

Sample prompt:

Create a friendly response to this specific query: *insert query in text*

8.2. Get Technical Support

ChatGPT can be used for technical support. You can ask ChatGPT for technical support by asking how to accomplish a specific task. ChatGPT can provide guidance and suggest a process for working things out.

Sample prompt:

How can I troubleshoot *insert specific technical* issue for a customer?

9. Onboarding Clients

You can use ChatGPT for onboarding clients as part of its administrative tasks. ChatGPT can assist with introducing new clients to a company or service by providing information, answering questions, or helping with the necessary paperwork.

Two different ways you can use ChatGPT for Onboarding Clients:

9.1. Create A Process Tracker

ChatGPT to create a process tracker for you. This process tracker would help the reader keep track of the different stages of an onboarding process. By using ChatGPT, you can know which stage of the onboarding process their new hires are at, and they are better equipped to manage the process efficiently.

Sample prompt:

Can you create a process tracker for me to follow in a table format to onboard clients?

9.2. Create Templates For Replies

ChatGPT can be used to create templates for replies during the onboarding process. Just like the other created template, ChatGPT can create templates for each part of the onboarding process. Doing so makes the process more streamlined and the replies more consistent and efficient.

Sample prompt:

I am a virtual assistant for *the nature of the business*, can you create different template replies that I can use for onboarding clients?

10. CRM Management

ChatGPT can help gather different data types for the client or client to manage customer relationships effectively.

Two different ways you can use ChatGPT for CRM Management:

10.1. Creating A Tagging System

You can ask ChatGPT to create a tagging system to help you organize your data. The tagging system will allow you to identify and differentiate between individuals or groups, and the data can then be organized based on your existing data. ChatGPT can assist you in creating an efficient and effective data organization system.

Sample prompt:

Can you provide examples of how other businesses have successfully implemented a tagging system for CRM management?

10.2. Organizing Data

ChatGPT can help organize and manage a CRM (customer relationship management) system by creating labels, folders, and a filing system based on existing data. This will make managing the CRM easier, which is one of the biggest tasks. ChatGPT can be a valuable tool for streamlining and simplifying CRM management.

Sample prompt:

How can I streamline the process of inputting data into the CRM system?

11. Project Management

ChatGPT can be a valuable tool for virtual assistants to manage and coordinate project-related tasks and activities.

Three different ways you can use ChatGPT for Project Management:

11.1. Creating A Process

ChatGPT helps you develop a process for managing a specific task or process. ChatGPT can provide guidance or advice on approaching and streamlining the task or process in question.

Sample prompt:

What are the essential steps for creating a process for project management tasks?

11.2. Breaking Down Steps & Deadlines

You can ask ChatGPT to create a plan or schedule by breaking down the steps and setting deadlines for each step. ChatGPT can help you create a structured plan by outlining the necessary tasks and determining when they should be completed.

Sample prompt:

What tools or techniques can I use to track progress and adjust timelines as needed?

11.3. Create A Tracking System

You can ask ChatGPT to create a tracking system that would make it easier for them to follow the progress of a project and send follow-ups if needed. The tracking system would improve the efficiency and effectiveness of project management.

Sample prompt:

What are the different types of tracking systems that can be used for *insert specific project management tasks?

Watch the full video here!

Say goodbye to repetitive and time-consuming tasks by automating them with the help of AI language tools like ChatGPT.

By streamlining and systematizing these tasks, you can work smarter, not more complex, and focus your energy on more critical aspects of your work as a virtual assistant.

Embrace the power of using ChatGPT and start working more efficiently today!

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Le-an Lai Lacaba
Le-an Lai Lacaba

Written by Le-an Lai Lacaba

Le-an Lai, Co-Founder of 2xYou, helps service-based entrepreneurs transition from owning a job to owning a business through remote executive assistant services.

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