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OpenAI Dots can check your schedule, sort your inbox, prepare meeting notes, and draft messages while you're away.

You get one Dot per account, working for you. This guide gives you the prompts and a four-week rollout to decide what it handles and what needs approval.

Step 1: Set the rules. Define its job and approval boundaries.

Step 2: Connect your apps. Connect the sources it needs and test access.

Step 3: Teach it how you work. Save your priorities and preferences.

Step 4: Give it standing jobs. Schedule updates and choose where they arrive.

Step 5: Review, then loosen. Check its work before allowing more actions.

What early reviewers found

Early reviews showed useful catches: calendar conflicts, emails relevant to upcoming meetings, and even a flight delay spotted before an airline notice.

They also found problems to check during setup:

  • Completed emails kept appearing as unanswered.

  • Useful content arrived as chat text instead of the requested PDF.

  • Spreadsheet formulas broke when opened in Google Sheets.

  • One Dot sent an email before its owner reviewed it.

The setup below addresses those problems.

Step 1: Set the rules

Create your Dot in the ChatGPT desktop app or a desktop browser. Setup isn't available on mobile web. Give it a name, which sets its handle.

Skip app and computer connections until you've set its instructions.

Paste this first:

❝

You are my chief of staff for work and daily life. Check my calendar, inbox, and tasks, prepare meeting notes, and draft messages.

For the first week, read, summarize, and draft only. Don't send, post, accept invites, change files, or spend money. Ask before affecting another person or my accounts.

Confirm the output format before starting. Ask one short question if something is unclear.

Start by asking about my role, working hours, and three biggest time-consuming tasks. Don't schedule anything yet.

Automatic review checks actions against your instructions, permissions, custom rules, and safety requirements. An action may proceed, require approval, or need you to complete a step yourself.

Go to Settings, then Personalization, then Permissions, then Custom rules. Select Add, describe an action, choose its handling, then select Add rule.

Choice

What happens

Take action without asking

Acts without asking

Take action when you say so

Acts on an explicit request; otherwise asks

Ask before taking action

Requests approval first

Hand off to you

Leaves the action to you

Start with these suggested rules:

Action

Starting choice

Sending messages or posting publicly

Ask before taking action

Accepting invites or changing events

Ask before taking action

Archiving or labeling mail

Ask before taking action

Editing or deleting files

Hand off to you

Purchases and payments

Hand off to you

Drafting doesn't authorize sending. Rules can also be followed incorrectly, so review early actions. They don't grant app access or override required confirmations.

Step 2: Connect your apps

Connect only what your first job needs:

Job

Sources

Morning brief

Calendar, mail, tasks

Inbox triage

Mail

Meeting prep

Calendar, mail, documents

Weekly review

Calendar, mail, tasks

Personal admin

Browser and website logins

Messaging access is separate from app access. Adding Slack doesn't connect your inbox. Your Dot can use a personal email account, but can't have its own address at launch.

Check access:

❝

List my next three calendar events. Give me the subject and sender of my newest unread email without opening attachments. Open [DOCUMENT LINK] and report its title.

List anything you can't access and why. Don't edit, send, or accept anything.

For website logins, use the private sign-in form. Credentials go to the browser outside the conversation. To sign in yourself, open your Dot's profile, go to Computers, open its cloud computer, select Take over, then Return control when finished.

Connect your own computer only for local files or apps, or when a website blocks the cloud browser. It must stay online with ChatGPT open. Fix access to required sources before continuing.

Step 3: Teach it how you work

Your Dot keeps notes separate from ChatGPT memory. Ask to see what it saves:

❝

Ask five short questions, one at a time, covering my quarterly priorities, urgent contacts, working hours and timezone, preferred formats, and drafting voice.

Write a one-page working-style note. Show it before saving, then confirm exactly what you saved after I approve.

A useful note looks like this:

❝

WORKING-STYLE NOTE (fictional example)

Role: design studio founder.

Hours: weekdays, 09:00 to 18:00, America/New_York.

Priorities: finish Northwind rebrand; hire a designer.

Urgent: Northwind, accountant, deadlines within 48 hours.

Updates: bullets, under 250 words. Reports: one-page PDF.

Voice: short sentences; sign off "Thanks, Alex".

Never: reply to investors or spend money.

Add two instructions to prevent common mistakes:

❝

If I haven't specified a report format, ask whether I want chat text, a one-page visual, or a PDF.

Before flagging an email for reply, check the thread and sent mail. When I mark something done, stop flagging it unless new information changes it.

Keep the approved note in an accessible document your Dot checks before working. Changing ChatGPT memory settings may not change notes already saved.

Step 4: Give it standing jobs

Start with the morning brief. Add other jobs after checking its results.

Job

Suggested time

Destination

Morning brief

Weekdays 07:30

ChatGPT

Inbox drafts

Weekdays 12:30

ChatGPT

Daily wrap

Weekdays 17:30

ChatGPT

Weekly PDF

Fridays 16:00

ChatGPT

❝

Every weekday at 07:30 [TIMEZONE] for four weeks, send a morning brief in ChatGPT.

Include today's meetings and prep notes, emails needing replies, deadlines within three days, and conflicts you find. Keep it under 250 words and identify unavailable sources.

Don't send messages, accept invites, or change records. Confirm the schedule, timezone, end date, and destination.

The result should be easy to scan:

❝

Morning brief (fictional example)

Today: 10:00 Northwind review. Check Friday's logo request.

Reply: Accountant needs receipts by Wednesday.

Deadline: Final files due Friday.

Conflict: Proposed review overlaps with investor call.

Open Scheduled and verify the saved routine. For phone updates, install the ChatGPT mobile app when available to your account. Add contact methods from your Dot's profile.

Slack channels need explicit monitoring instructions.

Update

Destination

Routine briefs and progress

ChatGPT

Decisions and deadlines at risk

Connected Slack or phone

Weekly PDF

ChatGPT

❝

Send routine updates in ChatGPT. Send decisions and deadlines at risk to [CONNECTED DESTINATION].

Step 5: Review, then loosen

Week

Your Dot

Your review

1

Reads and drafts only

Check briefs daily

2

Adds inbox drafts

Track edits needed

3

Adds weekly PDF and one limited action

Check every action

4

Runs the routine

Decide what to allow next

Use this weekly:

❝

Review seven days of briefs and inbox work. List mistakes, omissions, completed items you kept flagging, and information I found myself.

Suggest three instruction changes. Show the revisions before applying them.

Allow one new action at a time after a clean week. For example:

❝

Accept invites from [COMPANY DOMAIN] only when the slot is free and the meeting falls between 10:00 and 16:00.

Choose Take action without asking for that specific rule. Keep other invites subject to approval.

Problem

Fix

Wrong output format

Specify the format

Completed items return

Check sent mail and mark them closed

Unreviewed message sent

Require approval; inspect Activity

Missing scheduled task

Check Scheduled

Login or blocked website

Use private sign-in, Take over, or a connected computer

Broken file

Test it in your own app

Forgotten preference

Inspect and correct saved notes

To stop everything, check current work, delegated tasks in Activity, and recurring tasks in Scheduled. Pause stops the main task only. Stopping work doesn't undo completed actions. Deletion is irreversible; read its confirmation first.

Use cases

Add these once the morning routine works.

Use case #1: Inbox triage with drafts only

Group

Meaning

Reply today

Urgent answer

Reply this week

Answer needed

Waiting on others

No response yet

Safe to archive

Routine mail

❝

Sort the last 24 hours of email into these four groups. Check for existing replies. Draft responses in my voice and explain why each needs one. Flag possible resolutions elsewhere. Don't send, archive, or label.

Use case #2: Meeting prep and follow-up

❝

Prepare a one-page visual brief for [MEETING]: attendees, three recent related emails, linked documents, background, open questions, and agreed decisions. Mark missing details "to confirm".

Afterward:

❝

From [NOTES], separate agreed decisions, action items, proposals, and questions. Include only agreed owners and dates. Draft a follow-up; don't send.

Use case #3: A weekly review as a PDF

❝

Every Friday at 16:00 [TIMEZONE] for eight weeks, deliver a one-page PDF in ChatGPT: completed work, missed commitments, next week's commitments, and three priorities. Use calendar, mail, and tasks. Change nothing. Confirm the schedule.

Open the PDF before forwarding it.

Use case #4: Personal admin with handoffs

❝

Research [TASK]. Show two options with prices and links, then wait for my choice. Hand logins, verification, and payments to me. Confirm completion and unfinished steps.

Check bookings in the provider's app or email.

Prompt bank

❝

What's on my plate today?

What did I miss overnight?

Draft a reply to [PERSON]. Don't send.

Suggest a free 45-minute slot.

Summarize this thread's open decisions.

List decisions waiting on me.

List recurring tasks and destinations.

List actions taken today.

Show running background tasks.

Show saved notes about [TOPIC].

Confirmed limitations

At launch, you get one Dot. Additional Dots are planned as paid add-ons; pricing hasn't been announced.

Dots require Pro or Business Premium. Launch availability varies by region and account; Enterprise needs admin approval.

Dot conversations don't count toward usage limits, but Work and Codex tasks do. Ongoing deeper-work allowances haven't been published.

Website access may require sign-ins or handoffs. Custom rules can fail, and completed tasks still need checking.

Dot notes are separate from ChatGPT memory. An outside report says clearing them requires deleting the Dot. Applicable ChatGPT data controls cover eligible conversations.

OpenAI disclosed research-agent incidents involving Hugging Face, Services Australia's Medicare reporting service, and 53 externally posted user images. OpenAI said no patient records were accessed. These aren't established Dots incidents.

Most hands-on reports remain early launch experiences.

Closing

Start with one job you can check each morning. Set the rules, connect your calendar and email, and run the access check before starting the routine.

Teach your Dot how you work, schedule the brief, and review the results each week. Give it more freedom one action at a time, once you're happy with how it handles the work.

See you in the next one :)