New to AI? Start Here.
This guide is designed for complete beginners. No prior experience needed—just a willingness to sign up for a free ChatGPT account and follow along.
Updated June 2026, this 88-page step-by-step guide shows you exactly how to set up and use ChatGPT for genealogy research—clearly, safely, and without the hype.
Instead of trying to “search” with AI, you will learn how to use ChatGPT as a reliable junior research assistant that works with the records you provide.
What You’ll Learn:
• How to set up and personalize ChatGPT for genealogy
• How to write better prompts and reduce made-up answers
• How to protect privacy, living people’s data, and sensitive research
• How to know what ChatGPT can and cannot access
• How to analyze records, extract facts, compare evidence, and build timelines
• How to organize genealogy work with Projects, Custom Instructions, GPTs, and reasoning levels
This is a practical, no-fluff guide focused on real workflows. It shows you how to use AI to support your research—not replace it—while staying accurate and in control.
If you can upload a record and ask a question, you can use an AI chatbot. And all of these lessons can be applied to other chatbots beyond ChatGPT.
***Customers receive a secure link to the file lasting 24 hours after the first download.***
If you purchased an older copy and would like an update - reach out! thetechnicalgenealogist@gmail.com
New to AI? Start Here.
This guide is designed for complete beginners. No prior experience needed—just a willingness to sign up for a free ChatGPT account and follow along.
Updated June 2026, this 88-page step-by-step guide shows you exactly how to set up and use ChatGPT for genealogy research—clearly, safely, and without the hype.
Instead of trying to “search” with AI, you will learn how to use ChatGPT as a reliable junior research assistant that works with the records you provide.
What You’ll Learn:
• How to set up and personalize ChatGPT for genealogy
• How to write better prompts and reduce made-up answers
• How to protect privacy, living people’s data, and sensitive research
• How to know what ChatGPT can and cannot access
• How to analyze records, extract facts, compare evidence, and build timelines
• How to organize genealogy work with Projects, Custom Instructions, GPTs, and reasoning levels
This is a practical, no-fluff guide focused on real workflows. It shows you how to use AI to support your research—not replace it—while staying accurate and in control.
If you can upload a record and ask a question, you can use an AI chatbot. And all of these lessons can be applied to other chatbots beyond ChatGPT.
***Customers receive a secure link to the file lasting 24 hours after the first download.***
If you purchased an older copy and would like an update - reach out! thetechnicalgenealogist@gmail.com