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

🧰 Before you start

• A ChatGPT plan that includes dots: Pro, Business Premium or Enterprise (Enterprise admins must switch it on)
• The ChatGPT desktop app, the ChatGPT phone app or ChatGPT in a desktop browser (phone browsers are not supported)
• You must be 18 or over; dots are still rolling out, so it may not appear on every account yet
• The email and chat accounts you use for each client

🪜 Steps (tick as you go)

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 answersOptional extra

   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'.

💬 Prompts to copy

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.

🔗 Links

• Meet dots (official OpenAI docs): https://learn.chatgpt.com/docs/dots
• Get started with your dot (official): https://learn.chatgpt.com/docs/dots/getting-started
• YouTube: Master OpenAI's Dot Agent in 8 Minutes: https://www.youtube.com/watch?v=HYUAe8AKcL0
• Reddit thread (source): https://www.reddit.com/r/OpenAI/comments/1wtw0f1/just_tried_dots/
• Message your dot in Slack or Teams (official): https://learn.chatgpt.com/docs/dots/channels

From https://usecasy.com/use-case/dots-client-inbox-triage/ · Guide checked 15 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).