1. Read the workflow and source
Open the complete free skill and authored Markdown download, its inputs and review gates. Read ChatGPT project documentation for current file, plan and privacy limits. Account access is not tested here.
2. Start with approved reference files
Create a separate conversation or project for this one job. Upload the public Markdown as reference if your account supports files. This is not a plugin installation. Do not mix clients or place credentials and private records into a reusable setup instruction.
3. Run the fictional acceptance test
Fictional file: new wire instructions arrived by email Tuesday and the verification call used the phone number printed in that same email, while the signed engagement letter holds a different number. Expected result: flag the number origin and keep funds on hold.
4. Use a narrow request
Use the attached Wire Instruction Verification Call Log as reference. Review only this fictional instruction change. Return instruction source, number origin, verification status and the flag. Do not confirm, send or move any funds.
5. Review before real data
Check each source row, unchanged original value, missing fact and arithmetic. A successful fictional result is a readiness check, not proof of real-account compatibility. Only then use authorized minimum-necessary real exports, confirm retention/access and ask the responsible owner to review the result.
Where this guide stops
No sending, sharing, ledger/CRM changes, account sign-in or spending is authorized by this guide. A separate request and the required approval govern real actions. Keep an evidence copy of the input version and reviewed output.
Checked November 1, 2026. Demand lead follows the published workflow topic; exact guide query volume is unmeasured. AI Agent Skills is independent of the named assistant maker.