🎯 What you'll have at the endYou'll set up your first scheduled ChatGPT job, a nightly check of new orders with draft invoices, then add one new job a week.

⚡ One-click install

Checked install pages (app stores, official sites and template pages): tap to get it straight away.

⬇️ Get ChatGPT on iPhoneApp Store ⬇️ Get ChatGPT on AndroidGoogle Play

🧰 Before you start

A paid ChatGPT plan with scheduled tasks and agent/app connections
Logins for your CRM, accounting software and Google Sheets
A clear written rule for each job

⏱️ Time neededAbout 1 hour for the first job

💵 Rough costChatGPT Plus from about USD 20/month; business plans cost more per user

🪜 Step by step

🐣 Beginner mode: showing the 5 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 6.

✅ 0 of 6 steps done 📄 Printable page

1
☐
List your nightly chores
Write down the small jobs you or staff do every day: checking orders, drafting invoices, updating the sales sheet, filing documents.
Mark as done
2
☐
Pick one job
Start with the safest, e.g. 'compare today's orders with the CRM and list mistakes'. No money moves.
Mark as done
3
☐
Connect the apps
In ChatGPT settings, connect the apps the job needs (e.g. Google Sheets, Gmail). For websites without a connection, ChatGPT's agent can use a browser while you're logged in.
Mark as done
4
☐
Write the job
Paste the 'Nightly order check' prompt below and run it once while you watch.
Mark as done
5
☐
Schedule it
Ask ChatGPT to run it every night at [11 p.m.] as a scheduled task. Check the results each morning for two weeks.
Mark as done
6
☐
Add the next job
When the first is reliable, add the next, e.g. draft invoices. Keep a list of all jobs and what each may touch.
➕ Extra step: hidden in 🐣 Beginner mode Mark as done

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Nightly order check

Every night at [11 p.m.]:
1. Open [orders sheet/system] and list orders marked completed today.
2. Check each against the CRM [name]: client name, amount (MYR), items, delivery address. List any mismatch.
3. For orders with no mismatch, create a DRAFT invoice in [accounting software]. Do not send or finalise.
4. Add each order to Google Sheet [name]: date, client, amount, invoice draft number.
5. Send me a summary: orders checked, mismatches, drafts created.
Never send invoices, make payments or delete records.

⚠️ Tips & common mistakes

Never let it use company cards without strict rules and a spending limit; most owners should keep purchases manual.
Write down every job it runs, so staff know what's automated.
If a job fails silently, you may not notice: ask for a nightly 'all done' message.