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⚙️ Operations & Admin · Printable checklist · USE CASy

Let ChatGPT keep an eye on your sheets, email and chats and warn you when numbers or facts don't match

⏱️ About 30 minutes · 🎯 Easy · 💵 ChatGPT Pro from USD 100/month, or a Business Premium seat
✍️ Created by Laura Entis · Every · Original: https://every.to/guides/openai-dots-guide

🧰 Before you start

🪜 Steps (tick as you go)

  1. ☐
    1. Create your dot

    On a plan with dots, open ChatGPT on your phone or computer and follow the set-up prompts: give your dot a name and pick a picture.

  2. ☐
    2. Connect your apps

    In the ChatGPT phone app, tap your dot's name to open its profile, then Customize and Plugins. Connect Slack, Gmail or Notion one at a time.

  3. ☐
    3. Check it can see them

    Ask it to find something you know exists in each app, e.g. 'Find the email Sarah sent last week about the venue'. If it can't, reconnect that app under Customize and Plugins.

  4. ☐
    4. Tell it what to watch

    Paste the 'Safety net' prompt with your list of things that matter: budget sheets, price lists, deadlines, client promises.

  5. ☐
    5. Decide how loud it should be

    Ask it to message you only when something is clearly wrong or worth a look, and to group small things into one daily note.

  6. ☐
    6. Check its progress

    Dots work in the background. Open your dot's profile in the ChatGPT desktop app to see recent activity and results.

  7. ☐
    7. Optional: let it draft fixesOptional extra

    Once you trust it, let it draft the fix (a corrected formula, a reply that clears up a date) for you to approve. Keep sending, paying and deleting for yourself.

💬 Prompts to copy

💬 Safety net
Act as my safety net across my connected apps. Watch for things that don't line up, especially:
- Totals and formulas in these sheets: [budget / price list / project tracker names]
- Prices or dates I've given clients that differ between email, Slack and documents
- Meetings or deadlines that moved in one place but not another
- Follow-ups I promised and haven't sent after [3] working days
When you find one, message me: what doesn't match, where (with links), how sure you are, and a suggested fix. Group small issues into one note at [5pm]. Never send, pay, delete or change anything without my yes.
💬 Weekly check
Every Friday at [time], look back over this week across my connected apps and send me: anything that still doesn't match, promises I made that are still open, and numbers that changed in one place but not another. Only include items with a link to the source. If nothing needs me, say so in one line.

🔗 Links

From https://usecasy.com/use-case/dots-catch-mistakes-across-apps/ · Guide checked 26 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).