How to Use ChatGPT Work Better Than 99% of People (Full Guide) transcript

Chat GPT work might be the biggest shift in how you get work done since Chat GPT itself. It is an agent that runs on your computer and does a whole job for you. While regular Chat GPT gives you an answer and then you need to go and do the work, this one gives you the actual finished job. But the reality is most of the billion people using Chat GPT every month are never going to make the most of it. So in this video, I'll show you exactly how to set it up, how it's different from regular chat and Codex, and the eight things that take you from a complete beginner to a legit power user.

I've been using this pretty heavily for the past month and I've already taught this live to over 250 professionals. So I've seen firsthand exactly where people get stuck. Now before jumping into the tool, what actually is Chat GPT work and how does it compare to regular chat and Codex? So let's start with the one that you're probably most familiar with and that's regular Chat GPT and that's what we'd classify as an AI chat.

Its core role is really being your thinking partner. It's great when you have questions, you need an explanation on something, brainstorming new ideas, or when you're settling an argument with about a random topic like whether there's more sheep or kangaroos in Australia. You provide a prompt and get an answer back, but then you still need to in most cases go and do the work or use that information. Now Chat GPT work and Codex are drastically different and that's because they are both AI agents.

When you work with an AI agent instead of an AI chat, you really do need to change the way you prompt. Instead of just asking a question and getting an answer back, you delegate a task to be done. The agent then takes that task and makes a plan for itself and then works through any required steps until the task is completed or it meets the goal. Now what's interesting here is that under the hood both Chat GPT work and Codex are running the same agent.

If you see here, even when I ask Chat GPT work about what system it's running, you can see that both are actually running the same Codex agent just living in two different product interfaces focused on two different areas. Chat GPT work, unsurprisingly, is focused on knowledge work. We call it your work partner. Basically any multi-step work that needs to be done across tools and involve things like pulling in data for in-depth analysis or updating systems in your CRM or task management tool or creating spreadsheets and documents.

While CodeX on the other hand is focused on writing code. It's really designed to be used by developers who are building software. So, if you're someone working in any non-technical business function, whether that's finance, legal, HR, marketing, sales, whatever, ChatGPT work is the one you should be reaching for to get actual work done. All right. So, now that you know what ChatGPT work is, let's get into how to actually use it.

And this is what we'll be covering in the video, these eight steps that I think are necessary to take you from a beginner to an actually confident user with this tool. First up, we will be getting into the setup, how to actually set up ChatGPT work. And this is important because there's actually multiple ways where you can access ChatGPT work, and they are not all the same. And this can definitely trip up some beginner users.

Then we'll move into projects. And again, projects here in ChatGPT work are drastically different than the projects you're used to in regular ChatGPT. And here we'll really focus on how to work with the files on your computer to unlock some workflows that you just wouldn't be able to do with regular ChatGPT. Then we get into the agents MD, so you can stop actually repeating yourself and save instructions that ChatGPT should always follow whenever you're working in ChatGPT work.

Then we'll get into plugins, apps, and skills. And this is where we'll probably spend the most time because I think understanding these three concepts will allow you to get the most out of this tool and be able to hand over more and more of your day-to-day tasks to ChatGPT work so that you'll just be able to get a lot more done in a lot less time. And then we'll finish off with two power features of ChatGPT work being sites and browser use.

First of all, sites allow you to create interactive websites and dashboards that are actually published and that you can share. And then finally, browser use allows you to automate tasks in the browser a whatever tool you're using maybe doesn't have a connected app to ChatGPT. So, let's get straight into part one on the setup. Now, before doing anything, what I want you to do is go ahead and download the ChatGPT desktop app.

And there's a couple of reasons for this. First of all, it is the only place, so here I am on the ChatGPT work product page, and you can see that ChatGPT work is available to all plans when you're using the desktop app. But if you are on one of the paid plans, you can also use it on web and mobile. So, by downloading the desktop app, even if you are a free user, you can use this amazing tool. So, to find it, simply head over to Google and search for ChatGPT desktop app.

You can see here the first link, download ChatGPT, and then download it for whatever operating system you're using. Now, if you happen to have one of those paid plans that allows you to also use ChatGPT work in the web version, I would still highly urge you to go and download the desktop app. You can see here here I am on the ChatGPT web version, and we do have access to these two tabs, chat and work. But this version of ChatGPT work here in the web version does not have the full feature set.

And you can see here they're even prompting us to actually go ahead and open the desktop app. So, here I've got the ChatGPT desktop app open. In the desktop app, regardless of which plan you are on, you get access to all versions of ChatGPT. So, here in the top left we can see we have ChatGPT, but then you can also switch to Codex, which is that coding agent if you are doing any sort of file coding or software building.

We're going to be sticking in the ChatGPT tab here, and then we have those two tabs, chat and work. So, let's toggle over to work. Now, the reason why it's so important to be running ChatGPT work in the desktop app is there's actually two modes in ChatGPT work, and only in the desktop app do we get access to both of the modes. If we have a look here in the bottom right, there's this little computer symbol. The first one is local mode, where you're actually running ChatGPT work on your computer, and then there's also cloud mode where you're running it in the cloud.

Now, if you're using the web version of ChatGPT work, you only get access to this cloud mode and not the one on your computer. Now, just quickly on the differences between these two modes, on your computer or in the cloud, the one advantage that in the cloud has is it doesn't need your computer to be on for it to be running a task. But, that's sort of where the advantages stop. And for me personally, I'm only using this on the computer mode, and that's because it is able to actually access the files on your computer.

And hopefully, by the end of this video, you'll see why that is so important. And on top of being able to actually access and work on the files on your computer, you also get access to the inbuilt browser in the Chat GPT desktop app, which you do not get in cloud mode. All right, so we're making sure that we are working in the local mode on your computer. And now, let's get into projects and how you go about working with local files in Chat GPT work.

And the one habit that I want you to get into is every single task that you give to Chat GPT work should belong in a dedicated project. This is a little bit different than the way we're used to in the regular Chat GPT. You see here at the bottom, I have the ability, when I want to create a new task, a new chat in Chat GPT work, to choose a project. So, let me click on that one. I'm going to create a new project. And we can give our project a name and then also select any source folder.

So, add folders that Chat GPT can read and edit. So, to start with, I'm just going to grab the folder that I want to use for this example. And here, what I have, I have a folder of basically images of different receipts that I need to log as business expenses. So, I'm just using that for this example, and I will open up this folder. Now, I quickly want to show you, before I actually create this project, there are two different ways that we can provide files to Chat GPT work.

This is the recommended way, but I just want to show you what not to do so that you can see the difference. Here, if we click on the plus button, we can also attach files and folders this way. So, I can definitely click on attach files and folders, grab that receipts folder, also attach it this way to Chat GPT work, but these are two different things. They're not the same. They're not the same way to provide files to Chat GPT work.

What I want to show you here, if I open up this right-hand side, what you'll notice is I only see the inbuilt browser. Now, of course, you won't know what else to expect, but let me show you how this is different when we actually set this up as a project. So, here I'm going to create a new project. I'll call this one accounting, and then I can go ahead and attach that receipts folder as the source folder, and then create the project.

Now, with our accounting project set up as the project, if I open that right-hand panel, we now get two options, files and browser. When I click on files, this is really, really useful. Whatever project folders you basically set up and add here, you can see all of the files in that folder. And this makes it incredibly useful because what Chat GPT work is going to do in most cases is also create files for us. We'll be creating documents, spreadsheets, whatever it is, and it's very, very useful all having that contained in a project, and you can see the files it's working on and processing in the right-hand panel here.

Now, a little quick extra bit of info, any project that you set up can have more than one of these source folders. So, here I could add an extra folder, and let's say I also attach our folder of invoices where we have all the invoice PDFs. So, it can have more than one source folder, but importantly, it can only have one primary folder, and this is going to be very important for the topics that we cover later in the video, like the agents.md and the different skills that we create.

So, for now, I'm just going to work with one folder. I'll remove the invoices and hit save. All right, so let's give Chat GPT work its task in this accounting project. We have all of our files here in the project folder, and now I'm giving it a quite an in-depth brief. So, first of all, we need to let it know what is actually in its project folder. So, here I'm saying, "In your project folder, you'll find images of receipts that I need to process as business expenses.

I then lay out the exact process that I wanted to follow. First of all, I wanted to extract the following detail from all of these images and then create an Excel file with all of those details saved. And now we want to also organize these a little bit smarter so that when it comes time to submitting these to our accountant, everything is nicely organized. So, I've asked it to create a subfolder called processed receipts and then also basically sort each of these images into subfolders based on the month of when the actual spend happens.

So, let's send this one off to ChatGPT work. And now ChatGPT work has started on this task. Now, something that is drastically different when you're using ChatGPT work as opposed to regular ChatGPT's, these tasks do run a little bit longer. So, what we have at the bottom here is as I said, we're working with an agent. The agent makes its own plan and we can see that plan here. So, it said it's going to inventory the receipt images, visually inspect every receipt, build and verify the Excel, move the validated receipts, and then report logged or review needed and archived receipts.

And so, one tip that is important here because these tasks will run a lot longer. If you ever see a plan that you do not agree with, you can either just simply click on this stop button and then correct it, or you can type a follow-up prompt and then what is known as steer the conversation. All right, we can see now after a little over 6 minutes, ChatGPT work has finished with this task. We have a summary output here of what got done.

But before we do that, what I want to show is you can always click on this little drop down here to see basically all of its working through the task. So, you can see here when it viewed exactly all of these images. If it ever runs into any errors, you can really nicely debug here by basically clicking into this little working area and seeing all the steps that were done in the task. But now let's actually have a look at the result.

So, we can see our main deliverable here is this receipt Excel file. Let's open this one up and we can preview it here directly inside the Chat GPT desktop app. We have all of our expenses with one row per expense in a nice Excel file. If we have a look on the right-hand side here, we can see we asked it to actually provide a confidence score. So, we have right now out of all of them, it's basically very confident on majority, but one of these does require our review.

And we can see our review notes here saying that the VAT amount is clear, but the printed VAT rate is too faint to verify confidently. Now, if we go back and check out our project folder, if we open up the files again, we can see now this also looks very different. Instead of all of the receipts being in the root folder, we just have that Excel file. And now we have a new processed receipts subfolder with basically new subfolders per month.

So, we can see here just one receipt in January, one in February, and three in April. And then we can obviously verify that here. Yeah, we can see the date 23rd of April. Now, obviously this was just one example of the power of working with local files, but you can really apply this to whatever file types and whatever documents you are working with. Maybe you're working in the legal team and you have hundreds of PDF contracts where you need to compare terminology across contracts.

Or if you're working in accounting like this, extracting financial data. Or you're working in sales and you want to have Chat GPT Work analyze your sales transcripts and then take that data and make finalized proposals in a clean document. Basically, whatever task you want it to do on local files, create a project folder, put the files in there, and then brief Chat GPT Work on the task it should do. Now, one final thing on projects, obviously when you start using projects a lot, you'll end up with quite a few projects for the different work that you are doing.

Now, unfortunately, we don't really have the option to sort the projects by the most recent. So, if we click on this little sidebar here, you can see organize sidebar. I can either choose to have these organized by project or just in one long list. If we obviously want this by project, we can just then manually move around the different projects. The options that we get here in terms of sorting the chats by priority, last updated, or manual order, this refers to any chats inside a given project, not the projects themselves.

All right, now let's talk about the agents.md file, which is a way that you can have persistent instructions for the projects that you're working on. To put simply, this is a way that you can work a lot more efficiently with ChatGPT Work and saves it doing the same work over and over. So, if you ever find yourself repeating the same instruction, this is a great candidate for an agents.md file. So, how this works is whenever you start a new session in a project, the very first thing that ChatGPT is going to do is read this agents.md file if it exists, meaning that anytime you have certain rules and preferences that you want it to follow always in that project, we can put them in the agents.md file.

And it's also a great way to store any project context that you want ChatGPT to remember. Let's take a look at a real-life example. So, here in ChatGPT Work, I was working in a project that did not have an agents.md file set up, and I asked it a simple question, "What is the Notion database where we manage our YouTube videos?" Now, this one it was able to find pretty quickly. It only worked for 43 seconds, not bad at all, you might think.

But, what you see here in the working is that it had to do quite a few different calls to Notion, search a few different pages before it actually correctly found the right database and gave me the link. Now, let's ask the exact same question inside our YouTube project where we have an agents.md file set up. And we can see in like literally a matter of seconds. Obviously, the other one was 43 seconds, this was literally two or three seconds.

It didn't need to go and search through any tools, it immediately comes and gives us the answer with the link to that database in Notion. So, to show you what's going on here, if I open up the right-hand side and go into the files. So, this is our YouTube folder where I manage all of our YouTube videos and have AI help me in preparing them. We can see this is a very well-structured folder. Let me actually make this one a little bit bigger if I can.

Here we go. So, the way that we structure this one is every time we have a published video that appears here in its own folder with the date it was published on, the video title, and the ID. Everything is nicely organized, and then we have preparation folders for the next videos that we're working on. But, what I want to highlight here is this agents.md file. So, anytime I work in this folder, ChatGPT work is going to read this first.

And this one basically lays out how the folder is structured, which is a great way to make sure that the AI agents that you're working with keep this structure the way you want it. So, for instance, here it says, "Published videos live in folders with the following naming convention." Whenever we're working on a new video, create a prep folder. And so, the ChatGPT work is able to coordinate between this folder and our Notion database.

We have the link to that one saved here, and that was how it was able to get this answer. So, whenever in this project I say, "Save it to Notion," it knows exactly where to go, and I don't need to tell it each time, or it doesn't need to go and search each time. And this is going to not only save you time, but it's also going to save you usage, because those 43 seconds of ChatGPT looking through our Notion and finding the database is usage that it doesn't need to use if you've just set up an agents.md file with the key information.

Now, to create an agents.md file in a project is very, very straightforward. Let me actually go back to this receipts processing example. Right now, we're working in a project where there is no agents.md file. We have a couple of options. So, there is an inbuilt if you type {forward-slash} init, for I guess initiate, there is an inbuilt functionality to create this file with the instructions. I do find this one is a little bit of an overkill.

It is optimized towards Codex, so you'll probably end up with way more information than you actually need. In this case, let's say there's a certain instruction that I want to save so that whenever we work inside this receipts folder, it remembers it. I'm just going to basically ask ChatGPT to save this. So, an example thing that I might save to this agents.md, I'm asking it, "Can you please create an agents.md file and make a note that it should never create a new Excel file, but rather add new receipts to the existing one, of course, checking for duplicates." So, let's send this one off.

All right. Now, ChatGPT Work has created that agents.md file for us. We see it here inside our project folder. And if we open it up, we can take a look. And here it is. So, this one These are .md file, which means markdown. It is just a text file. So, here are the instructions that ChatGPT has interpreted for what I gave it. So, it's got a few headings here. Use the existing Excel register, check every receipt for duplicates, archive, and verify.

Now, for me, the workflow that I use most often is just telling ChatGPT Work what I want it to save in its agents.md file and having it either create or edit it directly. But, of course, this is just a text file, and you can also manually type this out or edit it yourself. So, for instance, here I could remove a line if I needed and save it or add any new instructions. Now, if you remember earlier when I showed that if you have more than one folder on your computer belonging to a project, the reason the primary folder is important is that's where ChatGPT is going to look for this agents.md file.

Quick thing, keeping up with AI is basically a full-time job these days, and most people simply don't have the time to stay on top of the new developments. But, it literally is our full-time job. We spend all week training companies on AI, and everything we learn along the way lands in our community. Now, we found that the best way to stay ahead is to learn live with others. So, every week, we run a free live workshop, real use cases for marketing, sales, finance, whatever you do, and the tools behind them, from ChatGPT to Claude Code and everything in between.

There's a link in the description below. Just drop your email in there, and you'll get a link to the community. All right. Now, let's talk about plugins. If we have a look on the left-hand menu inside the ChatGPT desktop app, underneath new chat we have a few different options and here we have plugins. Now, as I said at the start, mastering this concept is probably what will take you the furthest in terms of becoming, let's say, a legitimate power user of ChatGPT works.

If we click into plugins. Now, when we land on this plugins tab, what you'll notice if you scroll down, you see a bunch of tools, most of which maybe or some of which you use on a regular basis. And if we take a look at this sub-line here, "Plugins work with ChatGPT across your favorite tool." So, reading this, a lot of people make the assumption that plugins are simply just a way to connect ChatGPT with the tools that they use, but that is not entirely correct and this is also what causes a lot of confusion in this terminology of plugins.

You see, a plugin is not simply about connecting ChatGPT to a tool. A plugin is actually an installable package that contains two major elements. First of all, apps. So, this indeed is where you connect ChatGPT to a tool that you want to use, but also just as importantly, a plugin also contains skills. And skills are how we teach ChatGPT repeatable workflows, repeatable ways of working. So, if you want to think about it, in a plugin you can connect to an app, ChatGPT knows where to work, where to create things, where to edit things or where to pull information in and a skill teaches ChatGPT how to work.

And because of this, when you're on this plugins space and browsing through the different plugins, you will notice tools like Gmail, like Google Drive, but you'll also notice plugins like Presentations. Presentations is not a tool. This plugin does not connect you with any apps whatsoever. It just contains one skill, Presentations create polished PowerPoint and Google Slide decks. If we compare that to the Gmail plugin, this one contains both an app and a skill.

So, the Gmail app allows us to connect to our Gmail account and then the Gmail skill teaches ChatGPT how to do things inside our email. So, for instance, it teaches it how to search our emails, how to paste Gmail links, how to write emails. All of this is contained inside this Gmail skill. So now that we know exactly what plugins are, let's take a look at how to install them and then we'll go through a couple of examples.

So for instance, this Gmail one, I want to give ChatGPT Work the ability to read and manage my Gmail account to automate some of my tasks. I can just click on install. Now because this Gmail plugin only contains one app, what it's immediately going to ask me to do is actually connect my Gmail account. Now I'm not going to connect my Gmail right away because I do want to show you another type of plugin. Another great one that I recommend you testing out is this data analytics plugin.

If we take a look at this one, or first actually let me install it and you'll notice when I click install, there's no pop-up telling me to connect to any of my apps. It just go ahead and installs it. Now very importantly, it's just because I've installed it, you should not end there. What you need to do is click inside the plugin and what you'll notice here is this plugin contains more than 23 different apps that it's suggesting you connect because it realizes when you want to do any sort of data analysis, you typically need to pull in information from your tools.

So they realize, "Hey, most companies communicate on Slack or Teams. So you should be connecting one of these so that when you ask a question to analyze some data, how we going on a certain project?" It has the ability to look into Slack and find information on that topic. And so what you want to do now is after you install a plugin like this one that contains potentially more than one app, is go through the list and see, "Hey, what tools am I using and which ones will be useful for me to connect?" So in this case now, it also has Gmail.

Again, a lot of useful business context lives inside your emails. So here I also want to make sure I'm going to connect and again I get that same pop-up. So this time I am actually going to connect to my Gmail account. I just need to select my email, verify that I'm giving OpenAI the ability to both view but also read, compose, and send emails. I'll allow this one and then we can just open back up the ChatGPT app. And now we can see that that Gmail account is connected.

Now this data analytics plugin does not only contain apps. It also, as I mentioned earlier, contains skills. So, here we can see several skills and we can choose within a plugin which skills we want to have activated and which ones not. So, you can see we can analyze data quality, build dashboards, build reports, all the way up to visualizing some data. Now, once you've installed a plugin and connected the relevant apps and made sure any skills that you want to have enabled are enabled, we can use them in a chat.

Now, what's very important is the PT will automatically decide when it should use these plugins. So, for instance, here if I would ask it what emails did I receive today, it would see that my Gmail account is connected and make the connection, "Hey, I should search in Gmail." But, we can also, if we want to give it direct guidance about using a certain plugin, we can do that. So, with the @ symbol, this pulls up the list of different plugins.

So, for instance, I can do @ and select data analytics. That means I'm telling Chat GPT, "Hey, for this task, I probably want you to use the data analytics plugin." Similarly, if I want it to search for my emails, I can search @Gmail and tag it this way. So, if you do know that you want it to go into a certain tool, use a certain plugin, or if you want it to use a certain skill, for skills instead of the @ symbol we can use a forward slash symbol.

And for instance, I know that there was a visualize data skill inside that data analytics plugin. So, this is obviously a bit of a random example here, but I could say visualize data, pull in the emails that I received today from Gmail and categorize them into appropriate categories. And we can see here it's used its data visualization skill and the Gmail app to create this little visualization of my emails today. As I said, this is just an example, but you can see here newsletters and updates are the first category.

I can basically click between these categories and see the emails of today. So, that is how you can use these pre-existing plugins to basically do more of your work. So, what I would recommend is the very first time you get started with Chat GPT work in the desktop app, go to this plugin section, have a good look around, see which of your tools actually do have a connector. So, let's say if you're using HubSpot as a CRM, just search for it, you see it here, install, and then go and get yourself connected.

As well as connecting your tools, then also make sure you check out any of the pre-built plugins from OpenAI, specifically around skills, like the spreadsheets, like presentations, or data analytics that I showed. But now the question comes up, what do you do if the tool that you are using does not have an existing plugin? Are you then stuck and you cannot use it? No, absolutely not. Let me show you what you should do if the tool that you want to use or connect to ChatGPT does not have an existing inbuilt plugin.

So, the first thing you need to do is obviously search that it doesn't have one. So, in my case, I want to connect our email marketing tool, customer.io. So, I do a search here and you can see customer.io does not appear here. Now, in the plugin settings, we do get this little option at the top right that says add, but I've not had much success with this. What we can do is we can create a plugin. What that does is it opens up a new chat with this plugin creator.

I've tried to use this, but honestly, I don't think it is the best method for actually connecting your app to ChatGPT. So, for this, what I actually recommend is going out of the desktop app and going over to the web version. So, now over in the web version of ChatGPT, I'm going to click in the bottom left here, and then click on settings. Here, we can now go to plugins, and we'll scroll all the way to the bottom and click browse plugins, and that gives us this similar screen.

Now, if you do not see on this screen a little plus button here, that is because you need to first enable an additional setting. So, back in the settings, I'm going to go back to plugins, and this time scroll all the way down and click on developer mode, and then I'm going to turn this one on. Now, it could be, depending on if you're like enterprise or business user, that you may not have the ability to turn this on, then you need to get in touch with your ChatGPT admin.

I think only enterprise have the option of enabling this for all users. Otherwise, if you want to connect a custom app, you'll just need to ask your ChatGPT admin to do it. But, if you're on a personal account, so whether that's free, pro, plus, whatever it is, or you're in a company plan and you're an admin, just make sure developer mode is toggled on. And what you'll see now, this plus button appears next to plugins.

This plus button doesn't exist on the desktop app yet. Maybe they'll add it soon. Now, when I click on plus, it's a little bit different. I don't get brought to a chat with the plugin creator. I can just go and connect my tool. Now, this whole technology of connecting tools to AI models is something known as MCP, model context protocol. So, what you simply need to do is for whatever tool you want to connect, so in my case it is customer.io, and then just search for MCP.

And here, if we have a look at the results, they've got a couple of links. I'm going to click on the documentation link, that's always the one I would recommend. And here, you can see get started with customer.io MCP. And what you're looking for is the MCP server URL. In my case, we're based in Europe, so I'm just going to copy this one over, go back over to my ChatGPT settings in the web version. I can paste in that URL.

The authentication is OAuth in most cases. You can always check the documentation of the tool. I'm going to name this one customer.io. I understand the risks and create. All right, now that we've created that custom app, now we just need to sign in. So, we can click sign in with customer.io. So, on this browser, I'm already connected to my customer account, so I can just select what permissions I want to give ChatGPT and click allow access.

All right, now we can see we have our connection to customer.io. But, in order for this to show up in the desktop app, now I'm not sure if this is something only for business plans or in general, what I found we need to do is click on these three dots and then hit publish. And they do make this a little bit hidden. It took me quite a while to find this one. Then, we land on this other window where we can publish this new plugin or this new app.

We just have to accept the potential risk. Obviously, we use customer.io, it's a software that we pay for, so we can say that we trust this app and then hit publish. And now back inside the Chat GPT desktop app here in the work mode, we can verify that that new up app or plugin has been enabled. If I search for at, and I can see customer.io, so I can just ask it, what can you do with this tool? And we can see now, fantastic, the customer.io app is connected and lists out all the things we can do, like building and editing email templates, managing our transactional messages, broadcast, running AB tests in our email campaigns, all the way to actually creating and modifying segments and automation.

All of this stuff that we were previously doing manually, now we can have Chat GPT work do this for us. So, now that we've connected Chat GPT work both to the inbuilt plugins and any custom apps, now we need to teach it how we want it to work, and that is where skills come in. Skills allow us to create reusable workflows that Chat GPT work can use on demand. Let me first show you an example of just how powerful skills are, and now teach you exactly how to create your own using my very, very simple method.

So, continuing on in this session where we asked Chat GPT work what it can do with this new customer.io app, I'm going to ask it to create an email in customer.io that we can send to employees from a company that we've been training after they've completed our AI co-work program so that they can claim their certificate. All right, it's finished working and said it's created the email in customer.io design studio. Now, very important, I ran this without any skill attached.

This is the before version, and in a second I'm going to run this with a dedicated skill for creating emails with our very own style. Let's open this one up and take a look. And here we can see in our marketing tool customer.io, Chat GPT was able to create this full email for people to claim their certificate, complete with all of the dynamic tags. So, if we have their first name, it's going to put their first name, otherwise it's just going to say, "Hi there." All of that work which would take a bunch of fiddly work.

However, this really doesn't look like our template, and this is quite generic. Now, let me copy this prompt, and before I send it off, what I'm going to do is I'll head to plugins, and at the top here, we also have this little toggle for skills. So, these are any skills that you create individually that don't belong to a certain plugin, and we have this what CIO, which stands for customer.io, create marketing skill that we have added.

And as I said, in a second, I'll show you how to create your own custom skills. Let me enable this one now, and we'll try the exact same prompt, but this time calling our create marketing email skill and send that one off. All right, and that one has now finished. Now, before we check out the email template, the first thing you may notice is this one took 1 minute and 51 seconds to create the email. If we compare that to the one that ran without any skill, that one took over 8 minutes.

So, in the skill itself, we tell ChatGPT all the things it needs to do to create emails in customer.io according to our template. Now, let's actually go and see the difference in the design. I'm going to open this one up, and here we have our email template according to the exact 9 x style. We have our 9 x logo on the top left, also our, like let's say, light cream background color that we use. We're using our direct button, and we have our email footer with the links to myself and my co-founder's LinkedIn profiles, our YouTube link, everything here according to our best practices.

And that is really the differences that skills make. Now, if we take a look at how that skill is actually structured back over in our plugins area in the skills tab, we can click here on the create marketing email. There is a short description. This is the description that's going to help ChatGPT work identify when it should run the skill. And then, all the skill is is a text file, step-by-step instructions. It can also use different reference files.

So, here we have a template markdown that it references, but this is just laying out all the information it needs, all the styles, all the calls it should make to customer.io. The great thing is you You not have to write any of these yourself. There's a very easy process to create your own skills. And that process is pretty straightforward. Before you even think about creating the skill, the first thing I want you to do is actually do the task step-by-step together with Chat GPT work.

Whether that's teaching it how to create emails according to your template or how to create sales proposals or spreadsheets, whatever task you need doing that you want to do on a repeating basis, do the task with Chat GPT work together first. Once it's done the task, make sure you refine it and check the result until you are happy with it. So really, let's say Chat GPT work does something for you, don't go off and fix any mistakes yourself.

Really tell it what it did wrong and nail it all the way down till you're happy with the result. Once you're happy with the result, what we're going to do is we're going to get Chat GPT work to save it as a skill and I'll show you in a second exactly how to do this. But then most importantly, after you've actually created the skill is the fourth and final step is to carefully test and always improve your skills as you go.

So let me show you an example of that. In this task that I had here with Chat GPT work, we went back and forth and I basically taught it how to create images for our blog. As you can see here on our blog, we have a very specific style for the feature images that we use for our blog articles. And basically what I had Chat GPT work do was go and download 20 examples of our existing blog article images and then asked it to create new ones for three new blog articles according to their title.

Now that I'm happy with the results, with the images that it is creating, what I can do at the bottom here is simply do a forward slash and type skill creator. And Chat GPT work comes with an inbuilt skill creator skill. So it's a skill that teaches Chat GPT how to create other skills. It's pretty cool. So it says create or update a skill. And alongside the skill creator skill, what I can do is give some additional information.

So I'm asking it to create a skill called generate blog feature image so that next time I can just give you a blog article title and then you'll immediately propose three images according to the style that you've learned here in this conversation. So, let's send this one off. All right, so that one's now finished. We can see it not only created the skill, but also directly installed it for us. If you ever want to check this again, head over to the plugins on the left-hand menu, then to the skills tab.

Now, you might not see it straight away. You can also click on it's a little bit hidden, but you can list out all of the skills and there we have it. This is our generate blog feature image. By all means, feel free to go and read this. I don't really do this. What I would rather do is actually test it and see that it's working and then correct the behavior. But, for all means, you can have all the information here to check exactly how it created this skill.

So, let's test this out now in a new chat. I can either type forward slash and then here we go, start typing generate blog feature image or also the dollar symbol. I think that only lists out the skills and nothing else. And we again can type out and here we have generate blog feature image. And now, all I need to do is give this skill a title. And so, here I want to create three images for the blog article The Eight Steps to Become a ChatGPT Work Power User.

And we can see straight away it's confirmed it's going to use our feature image workflow. Interesting enough, it also is going to use the image generation skill that it relies on. So, what has happened here inside ChatGPT Work, there is a default skill for image generation. And what our blog feature image skill has done is basically referenced this one. So, one skill is able to reference another one. Because in that task that I did when I created these blog article images, we were using the skill.

When I told it to save it, it mentioned that, "Hey, whenever you create one of these blog article images, run the image generation skill." And here we can see it has come up with three concepts for our blog article image. I didn't need to explain it anything about what style it should use. It just went ahead and ran its skill. So, I have this first one, which is quite cool, little power toggle with the Chat GPT logo.

We have the eight-step path, and we have the capability hub. Three pretty solid ones to choose from just from running a simple skill. So, to recap that process, do the task once together with Chat GPT work exactly like I had done with those blog feature images. First, I made sure that in a chat or in a session, I was able to teach Chat GPT work how to create our blog article images, had a back and forth until we got the result right, and then I used the inbuilt skill creator to turn it into a skill.

And now, obviously, as I start using it, if I ever see it go in the wrong direction, maybe I want to give it some new instructions, I can continually test and improve. And then, whenever I want to update it, I can just use that same inbuilt skill creator skill and just tell it what I want to change. So, now let's move on to those two power features that I mentioned, starting first of all with sites. This is an inbuilt feature that allows you to create interactive websites and dashboards directly in Chat GPT work.

So, you'll notice here in Chat GPT work that there is also this sites menu in the left-hand side. That is not how we actually go about creating sites for the first time. This is where all the sites that we create live after we create it. So, let's actually first create one. The way we do this, again, we can just type that at symbol and type sites. You can see here build and deploy websites with sites. Now, for this example, what I'm going to do is I'm going to go back into that session that we had earlier where we asked Chat GPT work to look at the different receipt images and basically sort them into categories and process the receipts.

Now, rather than doing it directly here inside this chat, maybe I want to use this again when I want to do a next batch or to create a skill or whatever else. Another really useful feature is underneath every answer we get back from Chat GPT work, we have this little symbol to what is known as fork the conversation or spin off a new task. So, what I can do is click on that one, and that means that I'm not anymore, like let's say, working on that original session, but I can start a brand new session with all of the context previously.

And this is very, very useful. Sometimes you start working on a task and you think, "Hey, this is really, really good context. There's three additional things I want to do." You can basically fork these conversations into separate chats, and then give those as separate tasks. So, here what I'm going to do is I'm going to use the @sites inbuilt feature. And what I've asked it to do is create me a site which I can access from my phone so that I can directly upload or attach photos of receipts from my phone, and then you can process them for me.

So, let's send that one off, and now we can see this one has run for over 44 minutes. It did take a little bit of time to create our app, but while this is working, as always, or hopefully as you know by now, the ChatGPT work sessions, they do take longer. So, the goal really be, we'll set a few of these up, delegate the work while you work on something else, and then check back in on the progress. So, this one's worked for 44 minutes, and we now have our page.

And even more incredibly, it even went ahead and created a social sharing image. So, if I share the link to this new app or site that I've created, this is what people will see. It's given me a few instructions. So, what I do need to do is add my OpenAI API key, because this will be live on the web, and we still need an AI model from OpenAI to actually process the invoices. Before I actually go and check out this site, let me show you exactly where we can configure all this.

I've already gone ahead and done this, but if we click on the sites on the left-hand side, we see our receipt inbox site that has been created. If I now click into the settings, what's really great here, there's a very secure way of us to share any API keys here. So, we don't need to One big downfall of like vibe coding apps is often times API keys get shared in just source code or things like that. Here we can easily in this site setting add any variables that we want.

So, we have one variable which isn't a secret, which is just what model are we currently using for this app. And then here I've added my OpenAI API key. So, So in that conversation, let me actually now open up this app that was created. I'm going to open it up in my browser. Now I am already logged in with ChatGPT, and we can see here that this is hosted at chat.openai.com. So whenever you create these sites, you get basically a custom domain.

Let me show you what happens if I open this one up in an incognito window instead and just paste this one in. You can see what we need to do to access that site. We actually need to log in with ChatGPT. So there is an extra level of security. So you can basically create sites that contain your business data, the way that you work, and know that only people in your company that you share it with who obviously need a ChatGPT login, or yourself who is logged in with ChatGPT, can actually access the site.

So here we can see this one, and what I'm actually going to do, let me open this one up on my phone. And so now here we see it on my phone, this app that I have created to manage my receipts. This was literally done in one shot. I've already tested this with a few receipts. So let's actually test it out. Now I'm going to take a photo, and I have a receipt here that I can just take a photo of. Use photo. We can see now it's working through, and perfect receipt added and checked.

Let's see that. Yeah, it perfectly nailed it. So 320, I can take a look at this one. So here we have that image, all of the relevant fields saved, the gross amount, the currency, the category, what it's a description of. This is pretty cool. And literally, this was 44 minutes of work, and then it built an entire custom app. Now Sites isn't only incredibly useful for creating websites and web apps where you want to quickly prototype, but also for creating dashboards.

Because ChatGPT work makes it so easy and is so good at analyzing data. Here I had it come up with a full dashboard for our YouTube numbers using the BigQuery connector and the YouTube API to pull in live data. And now we have here a full breakdown of our YouTube channel, which video is performing, how many subscribers we're getting, are we performing, are we having any sort of dips. And this is something that I can then share with the team.

When it comes to managing who has access to the site, so here on the left-hand panel, click on sites, and then we can just click on share. And then here I have a few different options. I can choose anyone in this workspace. So, if you're using ChatGPT in a company, you'll have a ChatGPT business or enterprise plan, you can say anyone in this workspace, and immediately any everyone at your company has access to this, or you can also say anyone on the internet, but obviously be careful with what you choose.

And you also have the ability to add individual people. So, for instance, here if I wanted to add my co-founder Alex to our YouTube dashboard, I just need to enter his email and then can invite him. All right, now onto our final power feature, and that is the built-in browser inside this ChatGPT desktop app, and it unlocks a ton of powerful use cases, especially for ChatGPT work. So, if we toggle over this right-hand toggle side panel, we see that there is a inbuilt browser. open this one up, and then you can just visit any website just like you would in Chrome, in Safari, in Internet Explorer.

I don't even know if that's a thing anymore, but whichever browser you are using, you can just use this the exact same way. And now obviously here the big unlock is that we don't need to manually go and visit a link here. What we can do is actually prompt ChatGPT work to do some browser work for us. So, what I'm going to do is type the at symbol and then grab the inbuilt browser. You can see here control the in-app browser with ChatGPT.

And in this use case, what I want to set up for myself is some AI news monitoring. So, I'm going to paste in the following prompt after this. I'm going to say, "Use your inbuilt browser to open up this website." And this is actually the release notes from Anthropic, from Claude. And so, that I want to keep up-to-date whenever new things are coming out about this tool. Imagine I'm someone from the team of OpenAI, a bit of competitor monitoring here.

I say, "Read the page directly. Do not rely on the search results or snippets. Maintain a file named Claude release notes CSV inside the current project." And now here I've basically told it what information I want it to basically capture from this page. And then I said only look back until the beginning of June because I don't need to worry about stuff too much further in the past. Let's send this one off. And we can see now a new tab has opened up here.

If we actually click on it, we can see ChatGPT has now opened up this page. I guess it's going to be scrolling through now. So the live page is accessible, includes releases through July 24. I found 15 release items from June 2nd through to June 24th. This has read this way quicker than what I would have been able to do. A few dates contain multiple releases, so I'm treating each title item as its own CSV row. Very, very intelligent.

While it's doing that, I can just show you here. This is basically the release page that Claude have. You could do this the same if you want to keep an eye on a competitor's blog, or if you want to keep an eye on a competitor's pricing page, you could just basically have ChatGPT visit it through its inbuilt browser. Now while this one's working, what's also amazing is this inbuilt browser. If I head over to my settings, and we can see down here in the browser, there's a ton of settings that we do get.

And the one very important one is that it does come with an inbuilt password manager. So if for instance, there are some tools that do not have a connector, and we do still want to automate some of the work inside that tool, we can safely add the password here in the password manager. Then ChatGPT can log on to it. Maybe in some cases it might even make sense that you're creating a dedicated account for ChatGPT to use that tool.

But this comes in very, very handy because a lot of the work needs to be happening inside a logged in experience. And especially if that tool doesn't have an API, or doesn't have any way for ChatGPT to automate the work, you can now do that using this inbuilt browser. All right. And just like that, within a few minutes we have our created CSV file. Let's take a look. So obviously this one's a little bit um hard to view here because it is just the raw CSV.

But we can see for every single article, or for every single release note, we have the date, the release note, and that description, and any links that were included. Now, to make the inbuilt browser even more powerful, what we can do is actually set this to run on a schedule. So, you see here in the top left, we also have the ability to schedule some tasks. So, what I'm going to do is add a simple prompt. So, I've now asked it to create a scheduled task so that you're checking this website four times a day.

When you open the site, check if there's any new releases, compare it to what we have in that CSV file. If there have been new releases, make sure you add them to the CSV file, but more importantly, use your Gmail connector to send an email to me and my co-founder. So, let's send this one off. All right, now that has confirmed it has set up this scheduled task. We can also verify that. If I click on the left-hand side here to scheduled, we can see this one is also saved here.

It is set to active monitor Claude release notes every 6 hours, next run in 7 hours. Now, obviously, what's very important is you will need to have the ChatGPT app open at the time that this scheduled task kicks in, but you could just have this running at a quicker frequency, for instance. And even if your laptop is off for one of the scheduled tasks, the next time you open it and another schedule kicks in, it will then run.

So, that really is 97% of what you need to know about ChatGPT work. But, knowing how the tool works and seeing what actually gets done in a normal week, those are two different things. So, click this video right here. In it, I walk through eight agents that we've built with ChatGPT work, from rebuilding our reporting dashboard off a single screenshot to a lead research run that you kick off at your desk and approve from your phone.

Every single one is built on our real work at 9 x, the real thing, not just theory, and all of the prompts and skills behind each one are over there to grab. So, I'll see you over there.