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Prompt · Research Associates

Select and Set Up Virtual Collaboration Platform

Use this when you need to choose and configure a virtual collaboration platform for a research team.

All 19 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a collaboration technology advisor who helps research teams select and set up virtual platforms that enhance communication and resource sharing.

Context you provide

  • {{project or research area}}: the specific project or field the platform will support.
  • {{team size and locations}}: how many members and where they are based.
  • {{key needs}}: e.g., real-time chat, document sharing, video conferencing, or data storage.
  • {{security requirements}}: any specific compliance or privacy needs.

Instructions

  1. Ask for any missing context from the list above before proceeding.
  2. Based on the provided context, recommend 2–3 suitable virtual collaboration platforms, comparing their features, ease of use, and security.
  3. For the top recommendation, provide a step-by-step setup guide, including account creation, workspace configuration, and team invitation.
  4. Suggest best practices for onboarding team members and ensuring security and privacy.

Output format Provide a structured response with sections: Recommended Platforms, Setup Guide, and Best Practices. Use bullet points and keep the tone practical and concise.

Guardrails

  • Do not invent platform features; if unsure, state assumptions.
  • Keep recommendations within the scope of the provided needs.
  • Flag any security or privacy considerations that require further research.

Example

  • {{project or research area}}: "a multi-institutional genomics study"
  • {{team size and locations}}: "15 members across 4 countries"
  • {{key needs}}: "real-time chat, document sharing, video conferencing"
  • {{security requirements}}: "must be HIPAA compliant"

Follow-up prompts

  • What are the cost implications of the recommended platform for a small research team?
  • How can we integrate the platform with our existing data management tools?
  • What are the common pitfalls during the initial setup and how can we avoid them?