🧠Personal Productivity · Step-by-step guide

An assistant that remembers your admin for you: accountant documents, refunds, unsent invoices

Early testers say the best part of a dot is that it speaks up first: reminding you to send quarterly documents to the accountant, telling you a meeting moved, nudging you to chase a refund, or noticing an invoice you forgot to send and preparing it for approval.

⏱️ 20 minutes🎯 Easy💵 ChatGPT Pro from about USD 100/month (your first dot is included; heavy use draws on an allowance)📋 6 steps
🔵 Dots
🎯 What you'll have at the endYou'll give your dot your recurring admin and money deadlines so it can remind you, prepare the paperwork and ask for your approval.

⚡ One-click install

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

🧰 Before you start

⏱️ Time needed20 minutes
💵 Rough costChatGPT Pro from about USD 100/month (your first dot is included; heavy use draws on an allowance)

🪜 Step by step

🐣 Beginner mode: showing the 6 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 6.
✅ 0 of 6 steps done 📄 Printable page
  1. 1
    ☐

    Create your dot

    Open ChatGPT and choose dots (on the desktop app, a desktop browser or the phone app). Follow the short introduction, give your dot a name and pick how it looks. You can keep the defaults.

  2. 2
    ☐

    Connect only what it needs

    When asked, connect plugins (links to your other apps, such as email or calendar). Only connect the apps this job needs. You can add more later from your dot's profile.

  3. 3
    ☐

    Write your admin calendar

    List the jobs and dates, e.g. 'send quarterly documents to the accountant in the first week of Jan, Apr, Jul, Oct', 'invoice clients on the 25th'.

  4. 4
    ☐

    Paste the admin prompt

    Copy the prompt below and fill it in. It tells your dot what to watch and when to nudge you.

  5. 5
    ☐

    Let it look for loose ends

    Ask: 'Look through my email for the last 60 days and list anything I promised, owe or am waiting for.'

  6. 6
    ☐

    Approve, don't delegate money

    Let it prepare invoices and emails as drafts. You approve and send. Keep payments in your own hands.

💬 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.

💬 My admin minder
Please be my admin minder. Recurring jobs: [job – when – who it goes to], [job – when – who], [job – when – who].
Also watch my email for: refunds I'm waiting for, invoices I should have sent, documents people asked me for, and renewals.
Remind me [3 days] before each deadline, and again on the day. Where you can, prepare the email or document as a draft for me to approve. Never send money or send anything without my OK. Tell me what you've set up.

⚠️ Tips & common mistakes

🌟 Why it's worth it

💡 Why it mattersSmall admin jobs fall through the cracks and cost money: late filings, forgotten refunds, invoices never sent.
🏷️ Real exampleOne early tester's dot noticed an invoice to a publication had never been sent and prepared it for approval.
🔌 Connects to:EmailCalendarGoogle DriveChatGPT
📰 Found via X (Twitter) & Product Hunt: X post by @Angaisb_ on testing dots: proactive reminders ↗

🔗 Helpful links

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