School of Applied AI

CustomGPT Intake Form

1. The purpose of this Form is to capture an overview of personalisation / customization / modification you intend to have on your new customGPT. 2. Keep your payment acknowledgement details handy to fill in this form.

Section 1: Name of the Executive

Professional Email

Please share your company email id. We may not process request from generic email id like gmail / outlook / icloud etc.

Your Contact Phone Number

Company Website URL

Your Country

Payment Acknowledgement Details

Section 2 Basic Information: Reference id from the Catalog

Go to the Catalog page and pick-up the CustomGPT you intend to personalise / modify / edit

Suggested Name for the CustomGPT

Name of the Custom GPT (e.g., BoardGPT, DealScout)

Description

Short tagline or elevator pitch (e.g., “Your Executive Strategy Co-Pilot”)

Target Users

Who will use this GPT? (e.g., CEOs, product managers, HR directors)

Section 3: Primary Objectives for this GPT Persona

Define the GPT’s personality and tone (e.g., “Acts like a McKinsey partner; concise, strategic, objective”)

Professional Company Contact

Expertise Area

Domain expertise (e.g., Strategic Planning, HR Compliance, ESG Reporting)

Goals

Goal 1 , Goal 2, Gola 3 etc(e.g., “Help executives explore strategic options”)

Section 4: output format / format style:

Framework Example: OKRs, PESTEL, McKinsey 7S, Agile, ESG metrics etc # (e.g., Bullet points, Executive Summary + Recommendations) structure_example: | Executive Summary: Key Insights: Recommendations:

Section 5: Content to Avoid

Specify any topics or approaches the GPT should steer clear of. # (e.g., “Avoid speculative forecasts”, “Stick to public data unless files provided”, Do not give Legal advice etc.)

Section 6: Preferred Input

# (e.g., “Strategic questions”, “Uploaded reports”, “Meeting transcripts”) input_tips_for_user: “” # (e.g., “Start with a clear objective or paste a board memo”)

Section 7: vocabulary preferences:

preferred_terms: – term: “” replace_with: “” avoid_terms:

Section 8: knowledge base

files_provided: [] # List of uploaded documents (PDFs, spreadsheets, glossaries) url_sources: [] # (e.g., company wiki, public policy sites)

additional notes:

# Any special instructions or unique requirements