Setup guides

AI agents for finance teams on ChatGPT Dots: keep forecasts, budgets and reports current.

Month-end is a chain of copy-paste: forecasts rolled by hand, variances re-explained, packs rebuilt from last month's file. These ready-made AI agents produce the same outputs from the same approved rows every period, with sources linked.

The ready-made AI agents, on ChatGPT Dots

Cash Flow Forecast Agent for ChatGPT Dots

It rolls your approved receivable, payable and planned cash rows into a transparent 13-week forecast: week, opening cash, inflows, outflows, closing cash and the assumption behind each line.

Setup guide →

Budget Variance Agent for ChatGPT Dots

It maintains your approved budget sheet and explains budget-to-actual variance with the source row linked: account, budget, actual, variance, source, explanation.

Setup guide →

Management Reporting Agent for ChatGPT Dots

It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.

Setup guide →

Spend Request Agent for ChatGPT Dots

It normalizes incoming spend requests and runs your policy and evidence checks: request, amount, policy check, evidence, approver and status.

Setup guide →

How setup works on ChatGPT Dots

Give skill.md, setup-prompt.txt and usage-prompt.txt to your dot as reference instructions it can read. Ask it to restate the job and output contract, then run the setup prompt on fictional data. Review the result before connecting real records. Text instructions do not install a plugin or grant access. OpenAI says local skills require a connected computer, online with the ChatGPT app open.

Honest limits

Dots access is rolling out gradually on eligible plans and accounts. Create your dot on desktop first; mobile web is not supported. Plugins, messaging channels and computer access are separate. Check the connected account and permitted actions. Built-in safeguards and automatic action review apply; custom rules do not override them. This is a documentation-based guide, not a live Dots account test.

Questions people ask

How do I start these profession workflows?

Choose one of the four original packs above, read its instructions and run its fictional test. Then confirm the correct account and source access before a preparation-only run.

Is this affiliated with OpenAI?

No. AI Agent Skills is independent of OpenAI.

Checked September 30, 2026 by the AI Agent Skills team. Independent of OpenAI. Exact assistant-by-job monthly search volume is unverified. Sources: Meet dots and access, Computers and apps, Controls, OpenAI safety FAQ.