How to Use ChatGPT Work Better Than 99% of People (Full Guide) — Transcript
Full transcript
- 0:00Chat GPT work might be the biggest shift
- 0:01in how you get work done since Chat GPT
- 0:04itself. It is an agent that runs on your
- 0:06computer and does a whole job for you.
- 0:08While regular Chat GPT gives you an
- 0:10answer and then you need to go and do
- 0:11the work, this one gives you the actual
- 0:13finished job. But the reality is most of
- 0:15the billion people using Chat GPT every
- 0:18month are never going to make the most
- 0:19of it. So in this video, I'll show you
- 0:21exactly how to set it up, how it's
- 0:22different from regular chat and Codex,
- 0:25and the eight things that take you from
- 0:26a complete beginner to a legit power
- 0:28user. I've been using this pretty
- 0:30heavily for the past month and I've
- 0:31already taught this live to over 250
- 0:33professionals. So I've seen firsthand
- 0:35exactly where people get stuck. Now
- 0:37before jumping into the tool, what
- 0:39actually is Chat GPT work and how does
- 0:41it compare to regular chat and Codex? So
- 0:44let's start with the one that you're
- 0:45probably most familiar with and that's
- 0:46regular Chat GPT and that's what we'd
- 0:48classify as an AI chat. Its core role is
- 0:52really being your thinking partner. It's
- 0:53great when you have questions, you need
- 0:55an explanation on something,
- 0:56brainstorming new ideas, or when you're
- 0:58settling an argument with about a random
- 1:01topic like whether there's more sheep or
- 1:02kangaroos in Australia. You provide a
- 1:04prompt and get an answer back, but then
- 1:06you still need to in most cases go and
- 1:08do the work or use that information. Now
- 1:10Chat GPT work and Codex are drastically
- 1:13different and that's because they are
- 1:14both AI agents. When you work with an AI
- 1:17agent instead of an AI chat, you really
- 1:19do need to change the way you prompt.
- 1:21Instead of just asking a question and
- 1:22getting an answer back, you delegate a
- 1:24task to be done. The agent then takes
- 1:26that task and makes a plan for itself
- 1:28and then works through any required
- 1:30steps until the task is completed or it
- 1:32meets the goal. Now what's interesting
- 1:34here is that under the hood both Chat
- 1:36GPT work and Codex are running the same
- 1:38agent. If you see here, even when I ask
- 1:40Chat GPT work about what system it's
- 1:42running, you can see that both are
- 1:43actually running the same Codex agent
- 1:46just living in two different product
- 1:47interfaces focused on two different
- 1:50areas. Chat GPT work, unsurprisingly, is
- 1:52focused on knowledge work. We call it
- 1:55your work partner. Basically any
- 1:56multi-step work that needs to be done
- 1:58across tools and involve things like
- 2:00pulling in data for in-depth analysis or
- 2:02updating systems in your CRM or task
- 2:04management tool or creating spreadsheets
- 2:06and documents. While CodeX on the other
- 2:08hand is focused on writing code. It's
- 2:11really designed to be used by developers
- 2:13who are building software. So, if you're
- 2:14someone working in any non-technical
- 2:16business function, whether that's
- 2:17finance, legal, HR, marketing, sales,
- 2:20whatever, ChatGPT work is the one you
- 2:22should be reaching for to get actual
- 2:24work done. All right. So, now that you
- 2:25know what ChatGPT work is, let's get
- 2:27into how to actually use it. And this is
- 2:29what we'll be covering in the video,
- 2:31these eight steps that I think are
- 2:33necessary to take you from a beginner to
- 2:35an actually confident user with this
- 2:37tool. First up, we will be getting into
- 2:39the setup, how to actually set up
- 2:41ChatGPT work. And this is important
- 2:43because there's actually multiple ways
- 2:44where you can access ChatGPT work, and
- 2:47they are not all the same. And this can
- 2:48definitely trip up some beginner users.
- 2:51Then we'll move into projects. And
- 2:53again, projects here in ChatGPT work are
- 2:55drastically different than the projects
- 2:57you're used to in regular ChatGPT. And
- 2:59here we'll really focus on how to work
- 3:01with the files on your computer to
- 3:03unlock some workflows that you just
- 3:04wouldn't be able to do with regular
- 3:06ChatGPT. Then we get into the agents MD,
- 3:09so you can stop actually repeating
- 3:11yourself and save instructions that
- 3:13ChatGPT should always follow whenever
- 3:15you're working in ChatGPT work. Then
- 3:17we'll get into plugins, apps, and
- 3:19skills. And this is where we'll probably
- 3:20spend the most time because I think
- 3:22understanding these three concepts will
- 3:24allow you to get the most out of this
- 3:26tool and be able to hand over more and
- 3:27more of your day-to-day tasks to ChatGPT
- 3:30work so that you'll just be able to get
- 3:31a lot more done in a lot less time. And
- 3:34then we'll finish off with two power
- 3:36features of ChatGPT work being sites and
- 3:39browser use. First of all, sites allow
- 3:40you to create interactive websites and
- 3:43dashboards that are actually published
- 3:45and that you can share. And then
- 3:46finally, browser use allows you to
- 3:48automate tasks in the browser a whatever
- 3:50tool you're using maybe doesn't have a
- 3:52connected app to ChatGPT. So, let's get
- 3:54straight into part one on the setup.
- 3:57Now, before doing anything, what I want
- 3:58you to do is go ahead and download the
- 4:00ChatGPT desktop app. And there's a
- 4:02couple of reasons for this. First of
- 4:04all, it is the only place, so here I am
- 4:05on the ChatGPT work product page, and
- 4:08you can see that ChatGPT work is
- 4:09available to all plans when you're using
- 4:11the desktop app. But if you are on one
- 4:13of the paid plans, you can also use it
- 4:15on web and mobile. So, by downloading
- 4:18the desktop app, even if you are a free
- 4:19user, you can use this amazing tool. So,
- 4:22to find it, simply head over to Google
- 4:24and search for ChatGPT desktop app. You
- 4:27can see here the first link, download
- 4:29ChatGPT, and then download it for
- 4:30whatever operating system you're using.
- 4:32Now, if you happen to have one of those
- 4:33paid plans that allows you to also use
- 4:36ChatGPT work in the web version, I would
- 4:38still highly urge you to go and download
- 4:40the desktop app. You can see here here I
- 4:43am on the ChatGPT web version, and we do
- 4:45have access to these two tabs, chat and
- 4:47work. But this version of ChatGPT work
- 4:50here in the web version does not have
- 4:52the full feature set. And you can see
- 4:54here they're even prompting us to
- 4:55actually go ahead and open the desktop
- 4:57app. So, here I've got the ChatGPT
- 4:58desktop app open. In the desktop app,
- 5:01regardless of which plan you are on, you
- 5:03get access to all versions of ChatGPT.
- 5:06So, here in the top left we can see we
- 5:08have ChatGPT, but then you can also
- 5:10switch to Codex, which is that coding
- 5:11agent if you are doing any sort of file
- 5:13coding or software building. We're going
- 5:15to be sticking in the ChatGPT tab here,
- 5:18and then we have those two tabs, chat
- 5:20and work. So, let's toggle over to work.
- 5:23Now, the reason why it's so important to
- 5:24be running ChatGPT work in the desktop
- 5:26app is there's actually two modes in
- 5:29ChatGPT work, and only in the desktop
- 5:31app do we get access to both of the
- 5:33modes. If we have a look here in the
- 5:34bottom right, there's this little
- 5:35computer symbol. The first one is local
- 5:37mode, where you're actually running
- 5:38ChatGPT work on your computer, and then
- 5:41there's also cloud mode where you're
- 5:43running it in the cloud. Now, if you're
- 5:44using the web version of ChatGPT work,
- 5:47you only get access to this cloud mode
- 5:49and not the one on your computer. Now,
- 5:51just quickly on the differences between
- 5:53these two modes, on your computer or in
- 5:56the cloud, the one advantage that in the
- 5:58cloud has is it doesn't need your
- 5:59computer to be on for it to be running a
- 6:02task. But, that's sort of where the
- 6:04advantages stop. And for me personally,
- 6:06I'm only using this on the computer
- 6:08mode, and that's because it is able to
- 6:10actually access the files on your
- 6:12computer. And hopefully, by the end of
- 6:14this video, you'll see why that is so
- 6:17important. And on top of being able to
- 6:18actually access and work on the files on
- 6:20your computer, you also get access to
- 6:22the inbuilt browser in the Chat GPT
- 6:24desktop app, which you do not get in
- 6:26cloud mode. All right, so we're making
- 6:28sure that we are working in the local
- 6:30mode on your computer. And now, let's
- 6:33get into projects and how you go about
- 6:35working with local files in Chat GPT
- 6:38work. And the one habit that I want you
- 6:39to get into is every single task that
- 6:42you give to Chat GPT work should belong
- 6:44in a dedicated project. This is a little
- 6:46bit different than the way we're used to
- 6:48in the regular Chat GPT. You see here at
- 6:51the bottom, I have the ability, when I
- 6:52want to create a new task, a new chat in
- 6:55Chat GPT work, to choose a project. So,
- 6:57let me click on that one. I'm going to
- 6:58create a new project. And we can give
- 7:00our project a name and then also select
- 7:03any source folder. So, add folders that
- 7:05Chat GPT can read and edit. So, to start
- 7:08with, I'm just going to grab the folder
- 7:09that I want to use for this example. And
- 7:11here, what I have, I have a folder of
- 7:13basically images of different receipts
- 7:16that I need to log as business expenses.
- 7:18So, I'm just using that for this
- 7:19example, and I will open up this folder.
- 7:21Now, I quickly want to show you, before
- 7:23I actually create this project, there
- 7:24are two different ways that we can
- 7:25provide files to Chat GPT work. This is
- 7:28the recommended way, but I just want to
- 7:30show you what not to do so that you can
- 7:31see the difference. Here, if we click on
- 7:33the plus button, we can also attach
- 7:34files and folders this way. So, I can
- 7:37definitely click on attach files and
- 7:38folders, grab that receipts folder, also
- 7:41attach it this way to Chat GPT work, but
- 7:44these are two different things. They're
- 7:46not the same. They're not the same way
- 7:48to provide files to Chat GPT work. What
- 7:50I want to show you here, if I open up
- 7:52this right-hand side, what you'll notice
- 7:54is I only see the inbuilt browser. Now,
- 7:57of course, you won't know what else to
- 7:58expect, but let me show you how this is
- 8:00different when we actually set this up
- 8:02as a project. So, here I'm going to
- 8:03create a new project. I'll call this one
- 8:05accounting, and then I can go ahead and
- 8:08attach that receipts folder as the
- 8:11source folder, and then create the
- 8:12project. Now, with our accounting
- 8:14project set up as the project, if I open
- 8:17that right-hand panel, we now get two
- 8:19options, files and browser. When I click
- 8:22on files, this is really, really useful.
- 8:24Whatever project folders you basically
- 8:27set up and add here, you can see all of
- 8:29the files in that folder. And this makes
- 8:32it incredibly useful because what Chat
- 8:34GPT work is going to do in most cases is
- 8:36also create files for us. We'll be
- 8:38creating documents, spreadsheets,
- 8:40whatever it is, and it's very, very
- 8:43useful all having that contained in a
- 8:45project, and you can see the files it's
- 8:47working on and processing in the
- 8:49right-hand panel here. Now, a little
- 8:51quick extra bit of info, any project
- 8:53that you set up can have more than one
- 8:55of these source folders. So, here I
- 8:56could add an extra folder, and let's say
- 8:59I also attach our folder of invoices
- 9:01where we have all the invoice PDFs. So,
- 9:03it can have more than one source folder,
- 9:05but importantly, it can only have one
- 9:06primary folder, and this is going to be
- 9:08very important for the topics that we
- 9:10cover later in the video, like the
- 9:12agents.md and the different skills that
- 9:15we create. So, for now, I'm just going
- 9:16to work with one folder. I'll remove the
- 9:18invoices and hit save. All right, so
- 9:20let's give Chat GPT work its task in
- 9:22this accounting project. We have all of
- 9:24our files here in the project folder,
- 9:26and now I'm giving it a quite an
- 9:28in-depth brief. So, first of all, we
- 9:29need to let it know what is actually in
- 9:32its project folder. So, here I'm saying,
- 9:33"In your project folder, you'll find
- 9:35images of receipts that I need to
- 9:37process as business expenses. I then lay
- 9:39out the exact process that I wanted to
- 9:41follow. First of all, I wanted to
- 9:42extract the following detail from all of
- 9:45these images and then create an Excel
- 9:47file with all of those details saved.
- 9:50And now we want to also organize these a
- 9:53little bit smarter so that when it comes
- 9:55time to submitting these to our
- 9:56accountant, everything is nicely
- 9:57organized. So, I've asked it to create a
- 9:59subfolder called processed receipts and
- 10:01then also basically sort each of these
- 10:04images into subfolders based on the
- 10:07month of when the actual spend happens.
- 10:09So, let's send this one off to ChatGPT
- 10:11work. And now ChatGPT work has started
- 10:14on this task. Now, something that is
- 10:15drastically different when you're using
- 10:17ChatGPT work as opposed to regular
- 10:19ChatGPT's, these tasks do run a little
- 10:22bit longer. So, what we have at the
- 10:23bottom here is as I said, we're working
- 10:25with an agent. The agent makes its own
- 10:27plan and we can see that plan here. So,
- 10:29it said it's going to inventory the
- 10:31receipt images, visually inspect every
- 10:33receipt, build and verify the Excel,
- 10:36move the validated receipts, and then
- 10:37report logged or review needed and
- 10:40archived receipts. And so, one tip that
- 10:42is important here because these tasks
- 10:44will run a lot longer. If you ever see a
- 10:46plan that you do not agree with, you can
- 10:48either just simply click on this stop
- 10:49button and then correct it, or you can
- 10:52type a follow-up prompt and then what is
- 10:54known as steer the conversation. All
- 10:56right, we can see now after a little
- 10:57over 6 minutes, ChatGPT work has
- 11:00finished with this task. We have a
- 11:02summary output here of what got done.
- 11:04But before we do that, what I want to
- 11:05show is you can always click on this
- 11:07little drop down here to see basically
- 11:09all of its working through the task. So,
- 11:11you can see here when it viewed exactly
- 11:13all of these images. If it ever runs
- 11:15into any errors, you can really nicely
- 11:17debug here by basically clicking into
- 11:20this little working area and seeing all
- 11:21the steps that were done in the task.
- 11:23But now let's actually have a look at
- 11:25the result. So, we can see our main
- 11:26deliverable here is this receipt Excel
- 11:29file. Let's open this one up and we can
- 11:31preview it here directly inside the Chat
- 11:33GPT desktop app. We have all of our
- 11:36expenses with one row per expense in a
- 11:39nice Excel file. If we have a look on
- 11:41the right-hand side here, we can see we
- 11:43asked it to actually provide a
- 11:44confidence score. So, we have right now
- 11:47out of all of them, it's basically very
- 11:48confident on majority, but one of these
- 11:51does require our review. And we can see
- 11:53our review notes here saying that the
- 11:54VAT amount is clear, but the printed VAT
- 11:57rate is too faint to verify confidently.
- 12:00Now, if we go back and check out our
- 12:02project folder, if we open up the files
- 12:04again, we can see now this also looks
- 12:05very different. Instead of all of the
- 12:07receipts being in the root folder, we
- 12:09just have that Excel file. And now we
- 12:11have a new processed receipts subfolder
- 12:13with basically new subfolders per month.
- 12:16So, we can see here just one receipt in
- 12:18January, one in February, and three in
- 12:21April. And then we can obviously verify
- 12:23that here. Yeah, we can see the date
- 12:2423rd of April. Now, obviously this was
- 12:27just one example of the power of working
- 12:29with local files, but you can really
- 12:30apply this to whatever file types and
- 12:33whatever documents you are working with.
- 12:35Maybe you're working in the legal team
- 12:36and you have hundreds of PDF contracts
- 12:39where you need to compare terminology
- 12:41across contracts. Or if you're working
- 12:42in accounting like this, extracting
- 12:44financial data. Or you're working in
- 12:46sales and you want to have Chat GPT Work
- 12:48analyze your sales transcripts and then
- 12:50take that data and make finalized
- 12:52proposals in a clean document.
- 12:54Basically, whatever task you want it to
- 12:55do on local files, create a project
- 12:58folder, put the files in there, and then
- 13:00brief Chat GPT Work on the task it
- 13:02should do. Now, one final thing on
- 13:03projects, obviously when you start using
- 13:05projects a lot, you'll end up with quite
- 13:08a few projects for the different work
- 13:09that you are doing. Now, unfortunately,
- 13:11we don't really have the option to sort
- 13:13the projects by the most recent. So, if
- 13:16we click on this little sidebar here,
- 13:17you can see organize sidebar. I can
- 13:19either choose to have these organized by
- 13:20project or just in one long list. If we
- 13:23obviously want this by project, we can
- 13:25just then manually move around the
- 13:27different projects. The options that we
- 13:29get here in terms of sorting the chats
- 13:31by priority, last updated, or manual
- 13:33order, this refers to any chats inside a
- 13:36given project, not the projects
- 13:38themselves. All right, now let's talk
- 13:39about the agents.md file, which is a way
- 13:41that you can have persistent
- 13:43instructions for the projects that
- 13:44you're working on. To put simply, this
- 13:46is a way that you can work a lot more
- 13:47efficiently with ChatGPT Work and saves
- 13:50it doing the same work over and over.
- 13:53So, if you ever find yourself repeating
- 13:55the same instruction, this is a great
- 13:57candidate for an agents.md file. So, how
- 14:00this works is whenever you start a new
- 14:02session in a project, the very first
- 14:04thing that ChatGPT is going to do is
- 14:07read this agents.md file if it exists,
- 14:10meaning that anytime you have certain
- 14:13rules and preferences that you want it
- 14:14to follow always in that project, we can
- 14:17put them in the agents.md file. And it's
- 14:19also a great way to store any project
- 14:22context that you want ChatGPT to
- 14:24remember. Let's take a look at a
- 14:26real-life example. So, here in ChatGPT
- 14:28Work, I was working in a project that
- 14:30did not have an agents.md file set up,
- 14:33and I asked it a simple question, "What
- 14:35is the Notion database where we manage
- 14:37our YouTube videos?" Now, this one it
- 14:38was able to find pretty quickly. It only
- 14:40worked for 43 seconds, not bad at all,
- 14:43you might think. But, what you see here
- 14:44in the working is that it had to do
- 14:46quite a few different calls to Notion,
- 14:48search a few different pages before it
- 14:50actually correctly found the right
- 14:52database and gave me the link. Now,
- 14:54let's ask the exact same question inside
- 14:56our YouTube project where we have an
- 14:58agents.md file set up. And we can see in
- 15:02like literally a matter of seconds.
- 15:04Obviously, the other one was 43 seconds,
- 15:05this was literally two or three seconds.
- 15:07It didn't need to go and search through
- 15:09any tools, it immediately comes and
- 15:11gives us the answer with the link to
- 15:12that database in Notion. So, to show you
- 15:15what's going on here, if I open up the
- 15:16right-hand side and go into the files.
- 15:19So, this is our YouTube folder where I
- 15:20manage all of our YouTube videos and
- 15:23have AI help me in preparing them. We
- 15:25can see this is a very well-structured
- 15:27folder. Let me actually make this one a
- 15:29little bit bigger if I can. Here we go.
- 15:31So, the way that we structure this one
- 15:32is every time we have a published video
- 15:35that appears here in its own folder with
- 15:37the date it was published on, the video
- 15:39title, and the ID. Everything is nicely
- 15:41organized, and then we have preparation
- 15:43folders for the next videos that we're
- 15:45working on. But, what I want to
- 15:46highlight here is this agents.md file.
- 15:49So, anytime I work in this folder,
- 15:52ChatGPT work is going to read this
- 15:54first. And this one basically lays out
- 15:56how the folder is structured, which is a
- 15:58great way to make sure that the AI
- 16:00agents that you're working with keep
- 16:02this structure the way you want it. So,
- 16:03for instance, here it says, "Published
- 16:04videos live in folders with the
- 16:06following naming convention." Whenever
- 16:08we're working on a new video, create a
- 16:10prep folder. And so, the ChatGPT work is
- 16:12able to coordinate between this folder
- 16:14and our Notion database. We have the
- 16:16link to that one saved here, and that
- 16:18was how it was able to get this answer.
- 16:20So, whenever in this project I say,
- 16:21"Save it to Notion," it knows exactly
- 16:24where to go, and I don't need to tell it
- 16:25each time, or it doesn't need to go and
- 16:27search each time. And this is going to
- 16:28not only save you time, but it's also
- 16:30going to save you usage, because those
- 16:3243 seconds of ChatGPT looking through
- 16:35our Notion and finding the database is
- 16:37usage that it doesn't need to use if
- 16:39you've just set up an agents.md file
- 16:42with the key information. Now, to create
- 16:44an agents.md file in a project is very,
- 16:47very straightforward. Let me actually go
- 16:48back to this receipts processing
- 16:50example. Right now, we're working in a
- 16:52project where there is no agents.md
- 16:54file. We have a couple of options. So,
- 16:55there is an inbuilt if you type
- 16:57{forward-slash} init, for I guess
- 16:59initiate, there is an inbuilt
- 17:00functionality to create this file with
- 17:03the instructions. I do find this one is
- 17:04a little bit of an overkill. It is
- 17:06optimized towards Codex, so you'll
- 17:08probably end up with way more
- 17:09information than you actually need. In
- 17:11this case, let's say there's a certain
- 17:13instruction that I want to save so that
- 17:14whenever we work inside this receipts
- 17:17folder, it remembers it. I'm just going
- 17:19to basically ask ChatGPT to save this.
- 17:22So, an example thing that I might save
- 17:24to this agents.md, I'm asking it, "Can
- 17:26you please create an agents.md file and
- 17:28make a note that it should never create
- 17:29a new Excel file, but rather add new
- 17:31receipts to the existing one, of course,
- 17:33checking for duplicates." So, let's send
- 17:34this one off.
- 17:36All right. Now, ChatGPT Work has created
- 17:38that agents.md file for us. We see it
- 17:40here inside our project folder. And if
- 17:43we open it up, we can take a look. And
- 17:45here it is. So, this one These are .md
- 17:47file, which means markdown. It is just a
- 17:49text file. So, here are the instructions
- 17:51that ChatGPT has interpreted for what I
- 17:54gave it. So, it's got a few headings
- 17:55here. Use the existing Excel register,
- 17:57check every receipt for duplicates,
- 17:59archive, and verify. Now, for me, the
- 18:01workflow that I use most often is just
- 18:03telling ChatGPT Work what I want it to
- 18:05save in its agents.md file and having it
- 18:08either create or edit it directly. But,
- 18:10of course, this is just a text file, and
- 18:12you can also manually type this out or
- 18:15edit it yourself. So, for instance, here
- 18:16I could remove a line if I needed and
- 18:18save it or add any new instructions.
- 18:21Now, if you remember earlier when I
- 18:22showed that if you have more than one
- 18:23folder on your computer belonging to a
- 18:26project, the reason the primary folder
- 18:28is important is that's where ChatGPT is
- 18:30going to look for this agents.md file.
- 18:32Quick thing, keeping up with AI is
- 18:34basically a full-time job these days,
- 18:36and most people simply don't have the
- 18:38time to stay on top of the new
- 18:39developments. But, it literally is our
- 18:41full-time job. We spend all week
- 18:43training companies on AI, and everything
- 18:45we learn along the way lands in our
- 18:47community. Now, we found that the best
- 18:49way to stay ahead is to learn live with
- 18:52others. So, every week, we run a free
- 18:54live workshop, real use cases for
- 18:56marketing, sales, finance, whatever you
- 18:59do, and the tools behind them, from
- 19:01ChatGPT to Claude Code and everything in
- 19:03between. There's a link in the
- 19:05description below. Just drop your email
- 19:06in there, and you'll get a link to the
- 19:08community. All right. Now, let's talk
- 19:10about plugins. If we have a look on the
- 19:12left-hand menu inside the ChatGPT
- 19:14desktop app, underneath new chat we have
- 19:16a few different options and here we have
- 19:19plugins. Now, as I said at the start,
- 19:21mastering this concept is probably what
- 19:23will take you the furthest in terms of
- 19:25becoming, let's say, a legitimate power
- 19:27user of ChatGPT works. If we click into
- 19:30plugins. Now, when we land on this
- 19:32plugins tab, what you'll notice if you
- 19:34scroll down, you see a bunch of tools,
- 19:36most of which maybe or some of which you
- 19:38use on a regular basis. And if we take a
- 19:40look at this sub-line here, "Plugins
- 19:42work with ChatGPT across your favorite
- 19:44tool." So, reading this, a lot of people
- 19:46make the assumption that plugins are
- 19:48simply just a way to connect ChatGPT
- 19:50with the tools that they use, but that
- 19:52is not entirely correct and this is also
- 19:54what causes a lot of confusion in this
- 19:57terminology of plugins. You see, a
- 19:59plugin is not simply about connecting
- 20:00ChatGPT to a tool. A plugin is actually
- 20:03an installable package that contains two
- 20:06major elements. First of all, apps. So,
- 20:08this indeed is where you connect ChatGPT
- 20:11to a tool that you want to use, but also
- 20:13just as importantly, a plugin also
- 20:15contains skills. And skills are how we
- 20:17teach ChatGPT repeatable workflows,
- 20:19repeatable ways of working. So, if you
- 20:21want to think about it, in a plugin you
- 20:23can connect to an app, ChatGPT knows
- 20:25where to work, where to create things,
- 20:26where to edit things or where to pull
- 20:28information in and a skill teaches
- 20:30ChatGPT how to work. And because of
- 20:32this, when you're on this plugins space
- 20:34and browsing through the different
- 20:35plugins, you will notice tools like
- 20:37Gmail, like Google Drive, but you'll
- 20:39also notice plugins like Presentations.
- 20:41Presentations is not a tool. This plugin
- 20:44does not connect you with any apps
- 20:45whatsoever. It just contains one skill,
- 20:48Presentations create polished PowerPoint
- 20:50and Google Slide decks. If we compare
- 20:53that to the Gmail plugin, this one
- 20:54contains both an app and a skill. So,
- 20:57the Gmail app allows us to connect to
- 20:59our Gmail account and then the Gmail
- 21:00skill teaches ChatGPT how to do things
- 21:03inside our email. So, for instance, it
- 21:05teaches it how to search our emails, how
- 21:07to paste Gmail links, how to write
- 21:09emails. All of this is contained inside
- 21:11this Gmail skill. So now that we know
- 21:13exactly what plugins are, let's take a
- 21:14look at how to install them and then
- 21:15we'll go through a couple of examples.
- 21:18So for instance, this Gmail one, I want
- 21:20to give ChatGPT Work the ability to read
- 21:23and manage my Gmail account to automate
- 21:24some of my tasks. I can just click on
- 21:26install. Now because this Gmail plugin
- 21:28only contains one app, what it's
- 21:30immediately going to ask me to do is
- 21:31actually connect my Gmail account. Now
- 21:33I'm not going to connect my Gmail right
- 21:35away because I do want to show you
- 21:36another type of plugin. Another great
- 21:38one that I recommend you testing out is
- 21:40this data analytics plugin. If we take a
- 21:43look at this one, or first actually let
- 21:44me install it and you'll notice when I
- 21:46click install, there's no pop-up telling
- 21:48me to connect to any of my apps. It just
- 21:50go ahead and installs it. Now very
- 21:52importantly, it's just because I've
- 21:54installed it, you should not end there.
- 21:55What you need to do is click inside the
- 21:57plugin and what you'll notice here is
- 21:59this plugin contains more than 23
- 22:01different apps that it's suggesting you
- 22:03connect because it realizes when you
- 22:06want to do any sort of data analysis,
- 22:08you typically need to pull in
- 22:09information from your tools. So they
- 22:11realize, "Hey, most companies
- 22:12communicate on Slack or Teams. So you
- 22:14should be connecting one of these so
- 22:16that when you ask a question to analyze
- 22:18some data, how we going on a certain
- 22:19project?" It has the ability to look
- 22:21into Slack and find information on that
- 22:24topic. And so what you want to do now is
- 22:26after you install a plugin like this one
- 22:28that contains potentially more than one
- 22:30app, is go through the list and see,
- 22:32"Hey, what tools am I using and which
- 22:34ones will be useful for me to connect?"
- 22:36So in this case now, it also has Gmail.
- 22:38Again, a lot of useful business context
- 22:40lives inside your emails. So here I also
- 22:42want to make sure I'm going to connect
- 22:44and again I get that same pop-up. So
- 22:45this time I am actually going to connect
- 22:48to my Gmail account. I just need to
- 22:49select my email, verify that I'm giving
- 22:51OpenAI the ability to both view but also
- 22:53read, compose, and send emails. I'll
- 22:55allow this one and then we can just open
- 22:57back up the ChatGPT app. And now we can
- 22:59see that that Gmail account is
- 23:01connected. Now this data analytics
- 23:03plugin does not only contain apps. It
- 23:06also, as I mentioned earlier, contains
- 23:08skills. So, here we can see several
- 23:09skills and we can choose within a plugin
- 23:11which skills we want to have activated
- 23:13and which ones not. So, you can see we
- 23:15can analyze data quality, build
- 23:17dashboards, build reports, all the way
- 23:19up to visualizing some data. Now, once
- 23:21you've installed a plugin and connected
- 23:23the relevant apps and made sure any
- 23:25skills that you want to have enabled are
- 23:27enabled, we can use them in a chat. Now,
- 23:29what's very important is
- 23:31the PT will automatically decide when it
- 23:33should use these plugins. So, for
- 23:34instance, here if I would ask it what
- 23:36emails did I receive today, it would see
- 23:38that my Gmail account is connected and
- 23:40make the connection, "Hey, I should
- 23:42search in Gmail." But, we can also, if
- 23:45we want to give it direct guidance about
- 23:47using a certain plugin, we can do that.
- 23:49So, with the @ symbol, this pulls up the
- 23:51list of different plugins. So, for
- 23:53instance, I can do @ and select data
- 23:55analytics. That means I'm telling Chat
- 23:57GPT, "Hey, for this task, I probably
- 23:59want you to use the data analytics
- 24:01plugin." Similarly, if I want it to
- 24:03search for my emails, I can search
- 24:05@Gmail and tag it this way. So, if you
- 24:09do know that you want it to go into a
- 24:10certain tool, use a certain plugin, or
- 24:12if you want it to use a certain skill,
- 24:14for skills instead of the @ symbol we
- 24:16can use a forward slash symbol. And for
- 24:18instance, I know that there was a
- 24:19visualize data skill inside that data
- 24:22analytics plugin. So, this is obviously
- 24:23a bit of a random example here, but I
- 24:25could say visualize data, pull in the
- 24:26emails that I received today from Gmail
- 24:28and categorize them into appropriate
- 24:30categories. And we can see here it's
- 24:31used its data visualization skill and
- 24:33the Gmail app to create this little
- 24:35visualization of my emails today. As I
- 24:37said, this is just an example, but you
- 24:39can see here newsletters and updates are
- 24:41the first category. I can basically
- 24:42click between these categories and see
- 24:45the emails of today. So, that is how you
- 24:47can use these pre-existing plugins to
- 24:49basically do more of your work. So, what
- 24:51I would recommend is the very first time
- 24:53you get started with Chat GPT work in
- 24:55the desktop app, go to this plugin
- 24:57section, have a good look around, see
- 25:00which of your tools actually do have a
- 25:02connector. So, let's say if you're using
- 25:04HubSpot as a CRM, just search for it,
- 25:06you see it here, install, and then go
- 25:08and get yourself connected. As well as
- 25:11connecting your tools, then also make
- 25:12sure you check out any of the pre-built
- 25:14plugins from OpenAI, specifically around
- 25:17skills, like the spreadsheets, like
- 25:19presentations, or data analytics that I
- 25:21showed. But now the question comes up,
- 25:23what do you do if the tool that you are
- 25:25using does not have an existing plugin?
- 25:27Are you then stuck and you cannot use
- 25:29it? No, absolutely not. Let me show you
- 25:31what you should do if the tool that you
- 25:32want to use or connect to ChatGPT does
- 25:34not have an existing inbuilt plugin. So,
- 25:37the first thing you need to do is
- 25:38obviously search that it doesn't have
- 25:40one. So, in my case, I want to connect
- 25:41our email marketing tool, customer.io.
- 25:44So, I do a search here and you can see
- 25:46customer.io does not appear here. Now,
- 25:48in the plugin settings, we do get this
- 25:50little option at the top right that says
- 25:52add, but I've not had much success with
- 25:55this. What we can do is we can create a
- 25:56plugin. What that does is it opens up a
- 25:58new chat with this plugin creator. I've
- 26:01tried to use this, but honestly, I don't
- 26:03think it is the best method for actually
- 26:05connecting your app to ChatGPT. So, for
- 26:08this, what I actually recommend is going
- 26:09out of the desktop app and going over to
- 26:12the web version. So, now over in the web
- 26:14version of ChatGPT, I'm going to click
- 26:15in the bottom left here, and then click
- 26:18on settings. Here, we can now go to
- 26:20plugins, and we'll scroll all the way to
- 26:22the bottom and click browse plugins, and
- 26:24that gives us this similar screen. Now,
- 26:26if you do not see on this screen a
- 26:28little plus button here, that is because
- 26:30you need to first enable an additional
- 26:32setting. So, back in the settings, I'm
- 26:34going to go back to plugins, and this
- 26:35time scroll all the way down and click
- 26:37on developer mode, and then I'm going to
- 26:39turn this one on. Now, it could be,
- 26:41depending on if you're like enterprise
- 26:42or business user, that you may not have
- 26:45the ability to turn this on, then you
- 26:46need to get in touch with your ChatGPT
- 26:48admin. I think only enterprise have the
- 26:51option of enabling this for all users.
- 26:53Otherwise, if you want to connect a
- 26:54custom app, you'll just need to ask your
- 26:56ChatGPT admin to do it. But, if you're
- 26:58on a personal account, so whether that's
- 27:00free, pro, plus, whatever it is, or
- 27:02you're in a company plan and you're an
- 27:03admin, just make sure developer mode is
- 27:05toggled on. And what you'll see now,
- 27:06this plus button appears next to
- 27:09plugins. This plus button doesn't exist
- 27:11on the desktop app yet. Maybe they'll
- 27:13add it soon. Now, when I click on plus,
- 27:15it's a little bit different. I don't get
- 27:16brought to a chat with the plugin
- 27:18creator. I can just go and connect my
- 27:20tool. Now, this whole technology of
- 27:22connecting tools to AI models is
- 27:24something known as MCP, model context
- 27:27protocol. So, what you simply need to do
- 27:29is for whatever tool you want to
- 27:30connect, so in my case it is
- 27:31customer.io, and then just search for
- 27:34MCP. And here, if we have a look at the
- 27:36results, they've got a couple of links.
- 27:37I'm going to click on the documentation
- 27:39link, that's always the one I would
- 27:40recommend. And here, you can see get
- 27:42started with customer.io MCP. And what
- 27:45you're looking for is the MCP server
- 27:47URL. In my case, we're based in Europe,
- 27:49so I'm just going to copy this one over,
- 27:51go back over to my ChatGPT settings in
- 27:54the web version. I can paste in that
- 27:55URL. The authentication is OAuth in most
- 27:58cases. You can always check the
- 27:59documentation of the tool. I'm going to
- 28:01name this one customer.io.
- 28:04I understand the risks and create. All
- 28:06right, now that we've created that
- 28:08custom app, now we just need to sign in.
- 28:10So, we can click sign in with
- 28:11customer.io. So, on this browser, I'm
- 28:13already connected to my customer
- 28:15account, so I can just select what
- 28:16permissions I want to give ChatGPT and
- 28:18click allow access. All right, now we
- 28:20can see we have our connection to
- 28:21customer.io. But, in order for this to
- 28:23show up in the desktop app, now I'm not
- 28:25sure if this is something only for
- 28:27business plans or in general, what I
- 28:29found we need to do is click on these
- 28:30three dots and then hit publish. And
- 28:32they do make this a little bit hidden.
- 28:33It took me quite a while to find this
- 28:35one. Then, we land on this other window
- 28:37where we can publish this new plugin or
- 28:39this new app. We just have to accept the
- 28:41potential risk. Obviously, we use
- 28:43customer.io, it's a software that we pay
- 28:45for, so we can say that we trust this
- 28:47app and then hit publish.
- 28:50And now back inside the Chat GPT desktop
- 28:52app here in the work mode, we can verify
- 28:55that that new up app or plugin has been
- 28:58enabled. If I search for at, and I can
- 29:00see customer.io, so I can just ask it,
- 29:03what can you do with this tool?
- 29:06And we can see now, fantastic, the
- 29:07customer.io app is connected and lists
- 29:10out all the things we can do, like
- 29:12building and editing email templates,
- 29:13managing our transactional messages,
- 29:16broadcast, running AB tests in our email
- 29:18campaigns, all the way to actually
- 29:20creating and modifying segments and
- 29:22automation. All of this stuff that we
- 29:23were previously doing manually, now we
- 29:25can have Chat GPT work do this for us.
- 29:28So, now that we've connected Chat GPT
- 29:29work both to the inbuilt plugins and any
- 29:32custom apps, now we need to teach it how
- 29:34we want it to work, and that is where
- 29:36skills come in. Skills allow us to
- 29:38create reusable workflows that Chat GPT
- 29:40work can use on demand. Let me first
- 29:42show you an example of just how powerful
- 29:44skills are, and now teach you exactly
- 29:46how to create your own using my very,
- 29:48very simple method. So, continuing on in
- 29:50this session where we asked Chat GPT
- 29:52work what it can do with this new
- 29:53customer.io app, I'm going to ask it to
- 29:55create an email in customer.io that we
- 29:57can send to employees from a company
- 29:59that we've been training after they've
- 30:01completed our AI co-work program so that
- 30:03they can claim their certificate.
- 30:06All right, it's finished working and
- 30:07said it's created the email in
- 30:09customer.io design studio. Now, very
- 30:10important, I ran this without any skill
- 30:13attached. This is the before version,
- 30:14and in a second I'm going to run this
- 30:16with a dedicated skill for creating
- 30:18emails with our very own style. Let's
- 30:20open this one up and take a look. And
- 30:22here we can see in our marketing tool
- 30:24customer.io, Chat GPT was able to create
- 30:26this full email for people to claim
- 30:28their certificate, complete with all of
- 30:30the dynamic tags. So, if we have their
- 30:32first name, it's going to put their
- 30:33first name, otherwise it's just going to
- 30:35say, "Hi there." All of that work which
- 30:37would take a bunch of fiddly work.
- 30:38However, this really doesn't look like
- 30:40our template, and this is quite generic.
- 30:43Now, let me copy this prompt, and before
- 30:44I send it off, what I'm going to do is
- 30:46I'll head to plugins, and at the top
- 30:47here, we also have this little toggle
- 30:49for skills. So, these are any skills
- 30:51that you create individually that don't
- 30:52belong to a certain plugin, and we have
- 30:55this what CIO, which stands for
- 30:56customer.io, create marketing skill that
- 30:59we have added. And as I said, in a
- 31:00second, I'll show you how to create your
- 31:02own custom skills. Let me enable this
- 31:04one now, and we'll try the exact same
- 31:06prompt, but this time calling our create
- 31:09marketing email skill and send that one
- 31:11off. All right, and that one has now
- 31:12finished. Now, before we check out the
- 31:14email template, the first thing you may
- 31:16notice is this one took 1 minute and 51
- 31:19seconds to create the email. If we
- 31:21compare that to the one that ran without
- 31:24any skill, that one took over 8 minutes.
- 31:26So, in the skill itself, we tell ChatGPT
- 31:28all the things it needs to do to create
- 31:30emails in customer.io according to our
- 31:33template. Now, let's actually go and see
- 31:35the difference in the design. I'm going
- 31:37to open this one up, and here we have
- 31:39our email template according to the
- 31:41exact 9 x style. We have our 9 x logo on
- 31:44the top left, also our, like let's say,
- 31:46light cream background color that we
- 31:48use. We're using our direct button, and
- 31:51we have our email footer with the links
- 31:53to myself and my co-founder's LinkedIn
- 31:55profiles, our YouTube link, everything
- 31:57here according to our best practices.
- 32:00And that is really the differences that
- 32:02skills make. Now, if we take a look at
- 32:04how that skill is actually structured
- 32:06back over in our plugins area in the
- 32:08skills tab, we can click here on the
- 32:10create marketing email. There is a short
- 32:12description. This is the description
- 32:13that's going to help ChatGPT work
- 32:15identify when it should run the skill.
- 32:17And then, all the skill is is a text
- 32:19file, step-by-step instructions. It can
- 32:22also use different reference files. So,
- 32:24here we have a template markdown that it
- 32:26references, but this is just laying out
- 32:28all the information it needs, all the
- 32:30styles, all the calls it should make to
- 32:32customer.io.
- 32:34The great thing is you You not have to
- 32:35write any of these yourself. There's a
- 32:37very easy process to create your own
- 32:40skills. And that process is pretty
- 32:42straightforward. Before you even think
- 32:44about creating the skill, the first
- 32:45thing I want you to do is actually do
- 32:47the task step-by-step together with Chat
- 32:50GPT work. Whether that's teaching it how
- 32:52to create emails according to your
- 32:53template or how to create sales
- 32:55proposals or spreadsheets, whatever task
- 32:58you need doing that you want to do on a
- 32:59repeating basis, do the task with Chat
- 33:02GPT work together first. Once it's done
- 33:05the task, make sure you refine it and
- 33:07check the result until you are happy
- 33:09with it. So really, let's say Chat GPT
- 33:11work does something for you, don't go
- 33:12off and fix any mistakes yourself.
- 33:14Really tell it what it did wrong and
- 33:16nail it all the way down till you're
- 33:18happy with the result. Once you're happy
- 33:20with the result, what we're going to do
- 33:21is we're going to get Chat GPT work to
- 33:23save it as a skill and I'll show you in
- 33:25a second exactly how to do this. But
- 33:27then most importantly, after you've
- 33:28actually created the skill is the fourth
- 33:30and final step is to carefully test and
- 33:33always improve your skills as you go. So
- 33:35let me show you an example of that. In
- 33:37this task that I had here with Chat GPT
- 33:39work, we went back and forth and I
- 33:40basically taught it how to create images
- 33:43for our blog. As you can see here on our
- 33:46blog, we have a very specific style for
- 33:48the feature images that we use for our
- 33:51blog articles. And basically what I had
- 33:53Chat GPT work do was go and download 20
- 33:56examples of our existing blog article
- 33:59images and then asked it to create new
- 34:00ones for three new blog articles
- 34:02according to their title. Now that I'm
- 34:04happy with the results, with the images
- 34:06that it is creating, what I can do at
- 34:08the bottom here is simply do a forward
- 34:09slash and type skill creator. And Chat
- 34:12GPT work comes with an inbuilt skill
- 34:14creator skill. So it's a skill that
- 34:16teaches Chat GPT how to create other
- 34:18skills. It's pretty cool. So it says
- 34:20create or update a skill. And alongside
- 34:23the skill creator skill, what I can do
- 34:24is give some additional information. So
- 34:26I'm asking it to create a skill called
- 34:27generate blog feature image so that next
- 34:30time I can just give you a blog article
- 34:31title and then you'll immediately
- 34:32propose three images according to the
- 34:35style that you've learned here in this
- 34:36conversation. So, let's send this one
- 34:38off. All right, so that one's now
- 34:39finished. We can see it not only created
- 34:41the skill, but also directly installed
- 34:43it for us. If you ever want to check
- 34:44this again, head over to the plugins on
- 34:47the left-hand menu, then to the skills
- 34:49tab. Now, you might not see it straight
- 34:51away. You can also click on it's a
- 34:52little bit hidden, but you can list out
- 34:55all of the skills and there we have it.
- 34:56This is our generate blog feature image.
- 34:59By all means, feel free to go and read
- 35:01this. I don't really do this. What I
- 35:04would rather do is actually test it and
- 35:06see that it's working and then correct
- 35:07the behavior. But, for all means, you
- 35:09can have all the information here to
- 35:11check exactly how it created this skill.
- 35:14So, let's test this out now in a new
- 35:16chat. I can either type forward slash
- 35:18and then here we go, start typing
- 35:19generate blog feature image or also the
- 35:22dollar symbol. I think that only lists
- 35:24out the skills and nothing else. And we
- 35:26again can type out and here we have
- 35:28generate blog feature image. And now,
- 35:30all I need to do is give this skill a
- 35:32title. And so, here I want to create
- 35:34three images for the blog article The
- 35:36Eight Steps to Become a ChatGPT Work
- 35:39Power User.
- 35:41And we can see straight away it's
- 35:42confirmed it's going to use our feature
- 35:44image workflow. Interesting enough, it
- 35:46also is going to use the image
- 35:48generation skill that it relies on. So,
- 35:49what has happened here inside ChatGPT
- 35:52Work, there is a default skill for image
- 35:55generation. And what our blog feature
- 35:57image skill has done is basically
- 35:58referenced this one. So, one skill is
- 36:01able to reference another one. Because
- 36:03in that task that I did when I created
- 36:04these blog article images, we were using
- 36:07the skill. When I told it to save it, it
- 36:09mentioned that, "Hey, whenever you
- 36:11create one of these blog article images,
- 36:13run the image generation skill." And
- 36:15here we can see it has come up with
- 36:17three concepts for our blog article
- 36:19image. I didn't need to explain it
- 36:21anything about what style it should use.
- 36:22It just went ahead and ran its skill.
- 36:24So, I have this first one, which is
- 36:25quite cool, little power toggle with the
- 36:27Chat GPT logo. We have the eight-step
- 36:30path, and we have the capability hub.
- 36:33Three pretty solid ones to choose from
- 36:36just from running a simple skill. So, to
- 36:38recap that process, do the task once
- 36:40together with Chat GPT work exactly like
- 36:43I had done with those blog feature
- 36:45images. First, I made sure that in a
- 36:48chat or in a session, I was able to
- 36:50teach Chat GPT work how to create our
- 36:52blog article images, had a back and
- 36:54forth until we got the result right, and
- 36:56then I used the inbuilt skill creator to
- 36:59turn it into a skill. And now,
- 37:01obviously, as I start using it, if I
- 37:02ever see it go in the wrong direction,
- 37:04maybe I want to give it some new
- 37:06instructions, I can continually test and
- 37:08improve. And then, whenever I want to
- 37:10update it, I can just use that same
- 37:12inbuilt skill creator skill and just
- 37:14tell it what I want to change. So, now
- 37:16let's move on to those two power
- 37:18features that I mentioned, starting
- 37:19first of all with sites. This is an
- 37:21inbuilt feature that allows you to
- 37:23create interactive websites and
- 37:25dashboards directly in Chat GPT work.
- 37:27So, you'll notice here in Chat GPT work
- 37:29that there is also this sites menu in
- 37:32the left-hand side. That is not how we
- 37:34actually go about creating sites for the
- 37:35first time. This is where all the sites
- 37:37that we create live after we create it.
- 37:39So, let's actually first create one. The
- 37:41way we do this, again, we can just type
- 37:43that at symbol and type sites. You can
- 37:45see here build and deploy websites with
- 37:48sites. Now, for this example, what I'm
- 37:49going to do is I'm going to go back into
- 37:51that session that we had earlier where
- 37:53we asked Chat GPT work to look at the
- 37:55different receipt images and basically
- 37:57sort them into categories and process
- 38:00the receipts. Now, rather than doing it
- 38:02directly here inside this chat, maybe I
- 38:04want to use this again when I want to do
- 38:06a next batch or to create a skill or
- 38:08whatever else. Another really useful
- 38:09feature is underneath every answer we
- 38:12get back from Chat GPT work, we have
- 38:14this little symbol to what is known as
- 38:16fork the conversation or spin off a new
- 38:18task. So, what I can do is click on that
- 38:20one, and that means that I'm not
- 38:22anymore, like let's say, working on that
- 38:24original session, but I can start a
- 38:25brand new session with all of the
- 38:27context previously. And this is very,
- 38:29very useful. Sometimes you start working
- 38:31on a task and you think, "Hey, this is
- 38:33really, really good context. There's
- 38:34three additional things I want to do."
- 38:36You can basically fork these
- 38:37conversations into separate chats, and
- 38:40then give those as separate tasks. So,
- 38:42here what I'm going to do is I'm going
- 38:43to use the @sites inbuilt feature. And
- 38:46what I've asked it to do is create me a
- 38:47site which I can access from my phone so
- 38:49that I can directly upload or attach
- 38:51photos of receipts from my phone, and
- 38:53then you can process them for me. So,
- 38:55let's send that one off, and now we can
- 38:57see this one has run for over 44
- 38:59minutes. It did take a little bit of
- 39:00time to create our app, but while this
- 39:02is working, as always, or hopefully as
- 39:04you know by now, the ChatGPT work
- 39:06sessions, they do take longer. So, the
- 39:07goal really be, we'll set a few of these
- 39:09up, delegate the work while you work on
- 39:11something else, and then check back in
- 39:13on the progress. So, this one's worked
- 39:15for 44 minutes, and we now have our
- 39:17page. And even more incredibly, it even
- 39:19went ahead and created a social sharing
- 39:21image. So, if I share the link to this
- 39:23new app or site that I've created, this
- 39:25is what people will see. It's given me a
- 39:27few instructions. So, what I do need to
- 39:29do is add my OpenAI API key, because
- 39:31this will be live on the web, and we
- 39:33still need an AI model from OpenAI to
- 39:35actually process the invoices. Before I
- 39:37actually go and check out this site, let
- 39:40me show you exactly where we can
- 39:41configure all this. I've already gone
- 39:43ahead and done this, but if we click on
- 39:44the sites on the left-hand side, we see
- 39:46our receipt inbox site that has been
- 39:48created. If I now click into the
- 39:50settings, what's really great here,
- 39:52there's a very secure way of us to share
- 39:54any API keys here. So, we don't need to
- 39:57One big downfall of like vibe coding
- 39:59apps is often times API keys get shared
- 40:01in just source code or things like that.
- 40:03Here we can easily in this site setting
- 40:05add any variables that we want. So, we
- 40:07have one variable which isn't a secret,
- 40:09which is just what model are we
- 40:10currently using for this app. And then
- 40:12here I've added my OpenAI API key. So,
- 40:15So in that conversation, let me actually
- 40:16now open up this app that was created.
- 40:18I'm going to open it up in my browser.
- 40:20Now I am already logged in with ChatGPT,
- 40:23and we can see here that this is hosted
- 40:24at chat.openai.com. So whenever you
- 40:26create these sites, you get basically a
- 40:28custom domain. Let me show you what
- 40:30happens if I open this one up in an
- 40:32incognito window instead and just paste
- 40:35this one in. You can see what we need to
- 40:37do to access that site. We actually need
- 40:39to log in with ChatGPT. So there is an
- 40:42extra level of security. So you can
- 40:44basically create sites that contain your
- 40:46business data, the way that you work,
- 40:48and know that only people in your
- 40:49company that you share it with who
- 40:51obviously need a ChatGPT login, or
- 40:53yourself who is logged in with ChatGPT,
- 40:55can actually access the site. So here we
- 40:57can see this one, and what I'm actually
- 40:58going to do, let me open this one up on
- 41:00my phone. And so now here we see it on
- 41:02my phone, this app that I have created
- 41:05to manage my receipts. This was
- 41:06literally done in one shot. I've already
- 41:09tested this with a few receipts. So
- 41:11let's actually test it out. Now I'm
- 41:12going to take a photo, and I have a
- 41:15receipt here that I can just take a
- 41:16photo of. Use photo. We can see now it's
- 41:20working through, and perfect receipt
- 41:23added and checked. Let's see that. Yeah,
- 41:24it perfectly nailed it. So 320, I can
- 41:26take a look at this one. So here we have
- 41:28that image, all of the relevant fields
- 41:31saved, the gross amount, the currency,
- 41:33the category, what it's a description
- 41:35of. This is pretty cool. And literally,
- 41:36this was 44 minutes of work, and then it
- 41:39built an entire custom app. Now Sites
- 41:41isn't only incredibly useful for
- 41:43creating websites and web apps where you
- 41:45want to quickly prototype, but also for
- 41:47creating dashboards. Because ChatGPT
- 41:49work makes it so easy and is so good at
- 41:51analyzing data. Here I had it come up
- 41:53with a full dashboard for our YouTube
- 41:56numbers using the BigQuery connector and
- 41:58the YouTube API to pull in live data.
- 42:02And now we have here a full breakdown of
- 42:04our YouTube channel, which video is
- 42:07performing, how many subscribers we're
- 42:08getting, are we performing, are we
- 42:10having any sort of dips. And this is
- 42:11something that I can then share with the
- 42:13team. When it comes to managing who has
- 42:15access to the site, so here on the
- 42:17left-hand panel, click on sites, and
- 42:19then we can just click on share. And
- 42:21then here I have a few different
- 42:23options. I can choose anyone in this
- 42:25workspace. So, if you're using ChatGPT
- 42:28in a company, you'll have a ChatGPT
- 42:30business or enterprise plan, you can say
- 42:32anyone in this workspace, and
- 42:33immediately any everyone at your company
- 42:36has access to this, or you can also say
- 42:38anyone on the internet, but obviously be
- 42:41careful with what you choose. And you
- 42:43also have the ability to add individual
- 42:45people. So, for instance, here if I
- 42:46wanted to add my co-founder Alex to our
- 42:49YouTube dashboard, I just need to enter
- 42:50his email and then can invite him. All
- 42:53right, now onto our final power feature,
- 42:55and that is the built-in browser inside
- 42:57this ChatGPT desktop app, and it unlocks
- 43:00a ton of powerful use cases, especially
- 43:02for ChatGPT work. So, if we toggle over
- 43:05this right-hand toggle side panel, we
- 43:07see that there is a inbuilt browser.
- 43:10open this one up, and then you can just
- 43:11visit any website just like you would in
- 43:13Chrome, in Safari, in Internet Explorer.
- 43:15I don't even know if that's a thing
- 43:16anymore, but whichever browser you are
- 43:17using, you can just use this the exact
- 43:20same way. And now obviously here the big
- 43:21unlock is that we don't need to manually
- 43:23go and visit a link here. What we can do
- 43:25is actually prompt ChatGPT work to do
- 43:28some browser work for us. So, what I'm
- 43:30going to do is type the at symbol and
- 43:32then grab the inbuilt browser. You can
- 43:34see here control the in-app browser with
- 43:36ChatGPT. And in this use case, what I
- 43:38want to set up for myself is some AI
- 43:40news monitoring. So, I'm going to paste
- 43:41in the following prompt after this. I'm
- 43:43going to say, "Use your inbuilt browser
- 43:45to open up this website." And this is
- 43:47actually the release notes from
- 43:50Anthropic, from Claude. And so, that I
- 43:52want to keep up-to-date whenever new
- 43:53things are coming out about this tool.
- 43:55Imagine I'm someone from the team of
- 43:57OpenAI, a bit of competitor monitoring
- 43:59here. I say, "Read the page directly. Do
- 44:00not rely on the search results or
- 44:02snippets. Maintain a file named Claude
- 44:04release notes CSV inside the current
- 44:07project." And now here I've basically
- 44:08told it what information I want it to
- 44:11basically capture from this page. And
- 44:13then I said only look back until the
- 44:15beginning of June because I don't need
- 44:16to worry about stuff too much further in
- 44:18the past. Let's send this one off.
- 44:21And we can see now a new tab has opened
- 44:23up here. If we actually click on it, we
- 44:25can see ChatGPT has now opened up this
- 44:28page. I guess it's going to be scrolling
- 44:29through now. So the live page is
- 44:31accessible, includes releases through
- 44:33July 24. I found 15 release items from
- 44:35June 2nd through to June 24th. This has
- 44:37read this way quicker than what I would
- 44:40have been able to do. A few dates
- 44:41contain multiple releases, so I'm
- 44:42treating each title item as its own CSV
- 44:45row. Very, very intelligent. While it's
- 44:48doing that, I can just show you here.
- 44:49This is basically the release page that
- 44:52Claude have. You could do this the same
- 44:54if you want to keep an eye on a
- 44:55competitor's blog, or if you want to
- 44:56keep an eye on a competitor's pricing
- 44:58page, you could just basically have
- 44:59ChatGPT visit it through its inbuilt
- 45:01browser. Now while this one's working,
- 45:03what's also amazing is this inbuilt
- 45:05browser. If I head over to my settings,
- 45:08and we can see down here in the browser,
- 45:11there's a ton of settings that we do
- 45:13get. And the one very important one is
- 45:14that it does come with an inbuilt
- 45:16password manager. So if for instance,
- 45:18there are some tools that do not have a
- 45:21connector, and we do still want to
- 45:23automate some of the work inside that
- 45:25tool, we can safely add the password
- 45:26here in the password manager. Then
- 45:28ChatGPT can log on to it. Maybe in some
- 45:30cases it might even make sense that
- 45:32you're creating a dedicated account for
- 45:33ChatGPT to use that tool. But this comes
- 45:36in very, very handy because a lot of the
- 45:38work needs to be happening inside a
- 45:40logged in experience. And especially if
- 45:42that tool doesn't have an API, or
- 45:44doesn't have any way for ChatGPT to
- 45:46automate the work, you can now do that
- 45:48using this inbuilt browser. All right.
- 45:50And just like that, within a few minutes
- 45:52we have our created CSV file. Let's take
- 45:54a look. So obviously this one's a little
- 45:55bit um hard to view here because it is
- 45:57just the raw CSV. But we can see for
- 45:59every single article, or for every
- 46:01single release note, we have the date,
- 46:02the release note, and that description,
- 46:04and any links that were included. Now,
- 46:07to make the inbuilt browser even more
- 46:09powerful, what we can do is actually set
- 46:11this to run on a schedule. So, you see
- 46:12here in the top left, we also have the
- 46:14ability to schedule some tasks. So, what
- 46:16I'm going to do is add a simple prompt.
- 46:18So, I've now asked it to create a
- 46:19scheduled task so that you're checking
- 46:20this website four times a day. When you
- 46:22open the site, check if there's any new
- 46:24releases, compare it to what we have in
- 46:26that CSV file. If there have been new
- 46:28releases, make sure you add them to the
- 46:29CSV file, but more importantly, use your
- 46:31Gmail connector to send an email to me
- 46:34and my co-founder. So, let's send this
- 46:35one off.
- 46:37All right, now that has confirmed it has
- 46:38set up this scheduled task. We can also
- 46:40verify that. If I click on the left-hand
- 46:41side here to scheduled, we can see this
- 46:44one is also saved here. It is set to
- 46:46active monitor Claude release notes
- 46:48every 6 hours, next run in 7 hours. Now,
- 46:51obviously, what's very important is you
- 46:53will need to have the ChatGPT app open
- 46:55at the time that this scheduled task
- 46:56kicks in, but you could just have this
- 46:58running at a quicker frequency, for
- 46:59instance. And even if your laptop is off
- 47:02for one of the scheduled tasks, the next
- 47:03time you open it and another schedule
- 47:05kicks in, it will then run. So, that
- 47:07really is 97% of what you need to know
- 47:10about ChatGPT work. But, knowing how the
- 47:13tool works and seeing what actually gets
- 47:15done in a normal week, those are two
- 47:17different things. So, click this video
- 47:18right here. In it, I walk through eight
- 47:21agents that we've built with ChatGPT
- 47:23work, from rebuilding our reporting
- 47:24dashboard off a single screenshot to a
- 47:26lead research run that you kick off at
- 47:28your desk and approve from your phone.
- 47:30Every single one is built on our real
- 47:32work at 9 x, the real thing, not just
- 47:35theory, and all of the prompts and
- 47:36skills behind each one are over there to
- 47:39grab. So, I'll see you over there.
About this transcript
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