Level 2 · Chat, but better

Beyond the Chat Box

PDFs, spreadsheets, photos, and your own voice. The half of AI most people never touch.

If you've only ever typed at AI, you're using maybe half of it. The other half starts at the little paperclip.

That paperclip (or plus button) in ChatGPT, Claude, and Gemini means you can hand AI things: documents, spreadsheets, screenshots, photos. Instead of describing your problem, you show it. Here are the four moves worth learning, each with a prompt to steal.

Move 1: Make it read the document so you don't have to

Contracts, insurance paperwork, a vendor proposal, that 14-page PDF someone "just wanted to flag." Attach it and ask:

The document explainer
"Read this and explain it in plain English. What are the 3 things I actually need to know? Is there anything unusual, missing, or worth pushing back on before I sign or reply?"

This does not replace your lawyer for the big things. It does mean you walk into every conversation already understanding the document, which changes the conversation.

Move 2: Turn a screenshot into an answer

Confusing error message? Weird invoice? An email thread you've read three times and still don't follow? Screenshot it, paste it in (you can literally copy and paste images into the chat), and ask:

The screenshot decoder
"Here's a screenshot of [what it is]. What is this actually saying, and what should I do about it? Assume I'm smart but not technical."

This one move replaces an hour of googling error messages. It's also great for "what does this setting do" moments in any app you use.

Move 3: Hand it the spreadsheet

You don't need to know formulas. If you have a spreadsheet of sales, expenses, clients, or inventory, attach it and talk to it like a person:

The spreadsheet conversation
"Here's my [what it is] spreadsheet. What patterns do you see? What's my best month and why might that be? What would you want to know that this sheet doesn't track?"

That last question is sneaky-good. AI is great at noticing what's missing, and "what should I be tracking" is exactly the kind of thing a fractional consultant would charge real money to tell you.

Move 4: Stop typing entirely

Every major AI app has a microphone button, and the big ones have a full voice mode where you talk and it talks back. This is the most underrated feature for busy people. Folding laundry, driving, walking the dog: that's now brainstorming time.

Try it once today: open the app on your phone, hit the voice button, and ramble about a problem in your business for two minutes. Then say "okay, summarize what I just said and turn it into a plan."

Talking is faster than typing and looser than writing, which turns out to be perfect for thinking out loud. Half my best ideas start as rambles.

The habit behind all four

Before you type a long explanation of anything, ask yourself: could I just show it instead? Attach, screenshot, or say it out loud. Describing things is the slow way, and you never have to do it again.

New to this whole thing?

The free Non-Techie Starter Kit starts even simpler, with 10 prompts you can copy today.

Get the Starter Kit →

When you're ready for more

In the cohort we go from "neat tricks" to a real system for your business, together, over six weeks. Learn about the cohort →