D - Define the Problem
It’s an old adage that to solve a problem, you first need to define it. One of the most common mistakes we’ve seen in our AI Opener program is that users will jump straight into prompting without taking the time to think through what they’re actually trying to accomplish. This tendency to skip the planning phase is what often leads to frustration, with users receiving outputs that don’t hit the mark. Before you prompt, ask yourself: What does success look like? What’s the deliverable? Who is it for?
Once you figure out your outcome, it’s time to create discrete steps or subtasks stemming from the problem. Most people try to one-shot their prompt, packing in everything at once and getting a jumbled mess back.
Here’s an example: Your organization ran a webinar and 87 questions came in, but only 12 of them were answered live. You’ve been tasked to turn the questions, including the unanswered ones, into a follow-up FAQ. That FAQ sheet is the outcome. The subtasks to reach that outcome might be: cleaning up the exported spreadsheet, removing duplicate questions, grouping by theme and ranking them by frequency.
A - Assess Which Tool Fits
With your problem defined and broken into subtasks, it's time to match each one to the right tool. This requires some AI experience—you can’t pick the right tool if you’ve never used it. It also means knowing what tools won’t work. For example, pasting 87 questions into a free-tier tool with a short context limit will likely cut you off halfway through.
Beyond knowing what won’t work, consider what the task actually requires. Is this a writing task? Analysis? Image generation? Research? For our webinar example, the first subtask—cleaning up the spreadsheet—might not need AI at all. A few minutes in Excel or Google Sheets would be faster than prompting. But grouping 87 questions by theme? That’s where an LLM like ChatGPT or Claude shines and saves you time, since they handle categorization well.
Additionally, don’t limit yourself to the first model you see when using AI. LLMs like ChatGPT and Claude have different models for different tasks. Need a quick categorization? Gemini has Flash, ChatGPT has Instant and Claude has Haiku or Sonnet. If your subtask involves research, use the Deep Research version of these models to get the most out of them