This is an area where I spend alot of my time - every minute I invest in making my AI setup better pays out in ROI on my time in the future.
For this I highly recommend ChatGPT with a premium account, which allows for better long term options.
- I create a ChatGPT Project for every topic, product or common task I do
- I explain to the Project everything I need it to do, tell it to be succinct and explain my knowledge level to it so it doesn't try to educate me
- I tell every project to check it's own work before replying - for whatever reason this seems to reduce error counts
- After every meeting, I take the Zoom transcript and just dump it into the relevant project and walk away
- I upload many attachments to each project - anything from budgets to database schemas
With this workflow, I am prepared for the Agentic future but also gaining massive benefits today - I go into Project A and say "I am meeting with John Smith today to discuss X, prepare me a list of points from our previous discussions". You can also ask it to chart things, sort data, find duplicates, clean things, etc.
I have always said the hardest part about AI is remembering to use it.