⚙️Operations & Admin · Step-by-step guide

One dot that sorts messages from all your clients so you only see what's urgent

A consultant who manages five clients has their dot read email, Teams and texts across all of them. It sorts everything so only truly critical messages reach them, and is learning to handle the routine rest.

⏱️ 45 minutes🎯 Medium💵 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 have your dot read messages from your different clients or projects, sort them into urgent / today / FYI, and draft replies for you to approve.

⚡ One-click install

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

🧰 Before you start

⏱️ Time needed45 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 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. 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 your message apps

    Connect your email through plugins, and add Slack or Teams from your dot's profile (select Add). Note: connecting a chat app does not give it your inbox; each is a separate permission.

  3. 3
    ☐

    Explain your clients

    Use the 'Client triage' prompt below to list each client, who matters there, and what counts as urgent.

  4. 4
    ☐

    Start on 'drafts only'

    Tell it never to send anything without your OK for the first few weeks.

  5. 5
    ☐

    Read the triage twice a day

    Ask for a morning and afternoon summary. Check that nothing important landed in 'FYI'.

  6. 6
    ☐

    Teach it your answers

    When you rewrite a draft, tell it why. Over time, let it handle routine replies you approve as a rule, e.g. 'confirm meeting times'.

    ➕ Extra step: hidden in 🐣 Beginner mode

💬 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.

💬 Client triage
I work with these clients: [Client A – key people – what they usually need], [Client B – …], [Client C – …].
Read my [email accounts] and [Teams/Slack] for messages from them.
Sort each into: URGENT (a deadline today, a complaint, money, legal), TODAY, or FYI.
At [9 a.m.] and [3 p.m.] send me a short list per client. For URGENT, message me straight away.
Draft replies for the TODAY items and wait for my approval. Never send, delete or forward anything without asking.

⚠️ Tips & common mistakes

🌟 Why it's worth it

💡 Why it mattersJuggling several clients across different apps means important messages get buried. One assistant watching all of them stops things slipping.
🏷️ Real example'Think of your dot as the most eager and capable intern you can find,' the user wrote, adding: use guardrails until you trust it.
🔌 Connects to:EmailMicrosoft TeamsSlackChatGPT
📰 Found via Reddit · r/OpenAI: Reddit r/OpenAI: 'Just tried dots' (user triages 5 clients' messages) ↗

🔗 Helpful links

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