Sourcing Agent
Recruiters: Build and refresh a candidate research Sheet.
View Sourcing Agent →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.
Each card links to an existing free workflow. Check its Dots setup guide and sample test before connecting real records.
Recruiters: Build and refresh a candidate research Sheet.
View Sourcing Agent →Marketing: Maintain a recurring content calendar Sheet.
View Social Media Calendar Agent →Sales: Keep follow-ups and next steps current in a Sheet.
View Follow-Up & Pipeline Agent →Finance: Produce a recurring management report artifact.
View Management Reporting Agent →Bookkeepers: Run the reconciliation checklist and exception Sheet.
View Reconciliation Agent →Real estate: Maintain a closing checklist and review queue.
View Transaction Checklist Agent →Founders: Prepare a recurring KPI update from an approved Sheet for review.
View KPI Update Agent →These are preparation requests, not claims that every account has every tool. Confirm Dots rollout, connected-app permissions and the saved output. When a service or action is unavailable, return a draft and the access gap instead of claiming completion.
Trigger: weekdays at 8:30 AM. Inputs: approved inbox, VIP list and reply rules. Work: classify new mail into reply, delegate, schedule and archive queues. Output: an inbox-review Sheet with message links, urgency and next action. Boundary: no reply, deletion or archive without the approved operating rule. Result: zero unclassified messages in the checked window.
Use ChatGPT Dots and keep the work in the approved connected accounts. Check my approved inbox every weekday at 8:30 AM. Sort new emails into reply, delegate, schedule or archive. Put the list in a Sheet with links and the next step. Do not reply, delete or archive anything unless I have already allowed it.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: an approved meeting or deadline is confirmed in a source thread. Inputs: date, timezone, attendees, location and calendar choice. Work: detect conflicts and prepare the exact event. Output: a calendar event plus decision log. Boundary: adding attendees or sending updates needs approval. Result: the confirmed commitment appears once on the right calendar.
Use ChatGPT Dots and keep the work in the approved connected accounts. When I confirm a meeting or deadline, check the date, time zone, people and calendar. Show me the event details and any conflict. Add or change the event only after I approve it. Do not make a second copy of the same event.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a completed milestone or approved billing date. Inputs: customer record, line items, tax rule, currency and payment terms. Work: validate details and generate the invoice. Output: invoice PDF and receivables Sheet row. Boundary: no customer send or accounting post without approval. Result: invoice totals reconcile with the approved inputs.
Captures bill and invoice details in the established bookkeeping workflow.
View Bills & Invoices Agent →Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Prepare a signature-field checklist and an e-sign draft from an approved final document. Inspect every signer, field and date. Do not apply a signature or submit the envelope. The signer must use the supported service and complete any required signature step themselves.
Use ChatGPT Dots to prepare a signature-field checklist for this approved final document. Show signer identities, required fields and dates. Do not sign, send or submit anything. Return the draft for my review and name any missing service access.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a message enters an approved thread and meets the reply rule. Inputs: full thread, recipient, facts and voice examples. Work: draft a thread-aware response and check claims. Output: exact reply draft in a review queue. Boundary: recipient and final words need approval unless a precise standing send rule exists. Result: a ready response without losing thread context.
Use ChatGPT Dots and keep the work in the approved connected accounts. Read the full message thread and write a short reply in my style. Use only facts from the thread and my notes. Show me the recipient and final message before sending. Do not send it until I approve.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: an approved sales or fundraising brief is complete. Inputs: audience, problem, proof, metrics, ask and brand assets. Work: build a conclusion-led story and source every claim. Output: Google Slides deck plus evidence log. Boundary: no invented traction or external share. Result: a review-ready deck with one decision per slide.
Use ChatGPT Dots and keep the work in the approved connected accounts. Turn my brief, facts and brand files into a clear pitch deck. Keep one main idea on each slide and do not invent numbers. Add source notes for important claims. Show me the finished presentation before sharing it.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: an approved prospect batch enters the outreach Sheet. Inputs: ICP, prospect evidence, sender, offer and exclusions. Work: research fit and prepare personalized first lines and messages. Output: outreach review Sheet. Boundary: no send without exact recipient-and-copy approval. Result: every draft cites a specific fit signal.
Researches prospects and prepares evidence-backed outreach for review.
View Outreach Agent →Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a reporting period closes. Inputs: approved metrics, prior report and narrative rules. Work: explain changes and build charts and conclusion-led slides. Output: presentation plus source table. Boundary: publication and distribution require approval. Result: every figure matches the source period and workbook.
Use ChatGPT Dots and keep the work in the approved connected accounts. Turn my approved numbers and notes into a clear presentation. Explain what changed, use simple charts and add a source table. Do not invent missing data. Show me the finished presentation before sharing it.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a discovery-call transcript is approved. Inputs: transcript, service scope, proof, pricing rules and proposal template. Work: extract needs, objections and commitments, then draft a tailored proposal. Output: proposal Doc or Slides with transcript evidence. Boundary: no unsupported promise, price change or client send. Result: each proposed solution maps to a stated customer need.
Use ChatGPT Dots and keep the work in the approved connected accounts. Read the approved call transcript and draft a proposal for that customer. Use their needs, questions and agreed next steps, and follow my pricing rules. Mark anything that was not agreed. Show me the final proposal before sending it.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a weekly crawl or Search Console change. Inputs: sitemap, query data, page templates and brand rules. Work: identify technical and content opportunities and prepare approved updates. Output: SEO action Sheet and page briefs. Boundary: no site publish or indexation change without approval. Result: every task has target URL, query evidence and acceptance check.
Use ChatGPT Dots and keep the work in the approved connected accounts. Check my site and Search Console once a week. Find broken pages, missing details and pages that could rank better. Give me a short list with the page link and suggested fix. Show me any site change before publishing it.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: the reminder offset before a confirmed meeting. Inputs: event, attendee list, timezone and reminder copy. Work: check the event still exists and prepare reminders. Output: reminder log and exact drafts. Boundary: attendee reminders are external messages and need approval or an exact standing rule. Result: each intended recipient is reminded once at the chosen time.
Use ChatGPT Dots and keep the work in the approved connected accounts. Before each confirmed meeting, check that the event still exists and the time has not changed. Write a short reminder for me and the attendees. Do not send it twice. Show me the recipient list and message before sending.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Compare current menus, dietary constraints, delivery address, fees and timing. Prepare a final cart summary. Check that the merchant works in the authorized browser. Do not place an order: the user reviews items, address and total, and completes any step Dots cannot support.
Use ChatGPT Dots to compare meals against my stated diet, location and budget. Prepare a cart summary with exact items, address, fees and total. Do not pay or order. Tell me if the merchant is inaccessible or requires me to take over.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: an approved site brief or issue enters the backlog. Inputs: source repository, design rules, content and deploy route. Work: build or patch the site, run tests and preview changes. Output: versioned source and deployment report. Boundary: production deploy, domain and payment changes need approval. Result: acceptance tests and visual QA pass on the intended pages.
Use ChatGPT Dots and keep the work in the approved connected accounts. Use my approved site files and brief to make the requested website change. Test the links, forms and mobile layout, and give me a preview. Keep a copy of the earlier version. Do not publish the change until I approve.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a reporting Sheet refreshes or the period closes. Inputs: approved dataset, metric definitions and prior period. Work: validate data, calculate trends and explain changes. Output: analysis tabs and a report tab in Google Sheets. Boundary: no source-row overwrite without approval. Result: figures reconcile and each insight links to its range.
Builds recurring channel reports in a controlled Google Sheet.
View Performance Reporting Agent →Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: an approved intake process is defined. Inputs: audience, fields, validation, consent text and destination Sheet. Work: design sections, field types and response logic. Output: Google Form plus mapped response Sheet. Boundary: publishing or collecting personal data needs owner approval. Result: a fictional submission passes validation and lands in the right columns.
Use ChatGPT Dots and keep the work in the approved connected accounts. Create a Google Form for my approved purpose. Use clear questions, helpful choices and the right required fields. Link the answers to a Google Sheet and test the form. Show me the final form before sharing it.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a user gives a research question and decision criteria. Inputs: scope, preferred sources, recency and exclusions. Work: search, open primary sources and compare findings. Output: cited research Doc or decision Sheet. Boundary: no login, purchase, form submission or disclosure outside scope. Result: every action-driving claim has a live source and checked date.
Use ChatGPT Dots and keep the work in the approved connected accounts. Research my question using current, trusted sources. Open the main sources, compare what they say and include the links and dates. Tell me what is certain and what is unclear. Do not sign up, contact anyone or Download anything without asking me.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: the approved ICP and territory are added to the prospecting Sheet. Inputs: ICP, exclusions, target count and evidence sources. Work: find companies and decision-makers, validate fit and deduplicate. Output: prospect Sheet with evidence, source and confidence. Boundary: no enrichment from prohibited private sources or outreach without approval. Result: every row meets the minimum fit evidence.
Researches approved prospects, records fit evidence and prepares outreach for review.
View Outreach Agent →Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a repeat process has agreed stages, owners and dates. Inputs: workflow, fields, statuses, permissions and alert rules. Work: create tabs, validation, formulas and activity log. Output: working Google Sheet tracker. Boundary: no migration or overwrite of live records without approval. Result: a fictional row moves through every stage correctly.
Use ChatGPT Dots and keep the work in the approved connected accounts. Build a Google Sheet to track this work. Add clear columns, owners, dates, status choices and simple checks for missing or repeated items. Include a summary view. Show me the Sheet before sharing it or adding alerts.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: a new commitment appears or the daily review clock fires. Inputs: approved task sources, owners, dates and priority rules. Work: deduplicate, update status and surface blockers. Output: todo list and daily review queue. Boundary: no deletion, reassignment or external reminder without approval. Result: each commitment has one owner, one status and one next action.
Use ChatGPT Dots and keep the work in the approved connected accounts. Check my approved task sources each day. Add new tasks, remove repeats and keep the owner, due date and status clear. Give me a short list of overdue and next tasks. Ask before deleting a task or telling someone else.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: weekdays at 7:30 AM or when a tracked company, topic or regulator is named in a credible source. Inputs: tracked terms, source preferences, exclusions, recency window and prior-news log. Work: search current sources, open the primary announcement, verify coverage and deduplicate by canonical URL plus event fingerprint. Output: a dated news-monitor Sheet and short briefing Doc. Boundary: no public post, investor note or customer message without approval. Result: only new verified events appear once, with source and checked time.
Use ChatGPT Dots and keep the work in the approved connected accounts. Every weekday at 7:30 AM, check trusted news and official sources for my topics. Skip stories I have already seen and include the original links and dates. Give me a short summary of what changed and why it matters. Do not publish or send it anywhere without asking me.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: the approved weekly publishing clock after the news/source queue closes. Inputs: audience, editorial angle, approved source queue, prior issues, voice and length. Work: select non-duplicate stories, summarize with links, write the intro and sections, then check claims and repeated topics. Output: newsletter Doc plus issue log. Boundary: no subscriber import, email send or publication without exact audience-and-copy approval. Result: a complete issue with every item sourced and no story repeated from the prior issue.
Use ChatGPT Dots and keep the work in the approved connected accounts. Once a week, turn my approved links into a short newsletter for my audience. Do not repeat stories from earlier issues. Add a clear title, short sections and links to every source. Show me the full draft before publishing or sending it.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
Trigger: the user supplies a named form and asks for help completing it. Inputs: form URL, intended identity/account, approved source documents and submission deadline. Work: read every field, map grounded answers, mark unknown or legal declarations, and prepare the final form state. Output: completed draft plus answer/source log. Boundary: the user reviews identity, declarations, attachments and final answers before submission; payment forms also require total confirmation. Result: required fields are complete, attachments match and nothing is submitted before approval.
Use ChatGPT Dots and keep the work in the approved connected accounts. Open the form I give you and fill it from my approved documents. Leave anything uncertain blank and ask me about legal or personal declarations. Show me every answer and the account being used. Do not submit the form until I approve.
Dots access check: use only supported, connected apps or an authorized browser session. Review the exact saved result. Ask for confirmation that any recurring check was set up; never infer it from this prompt.
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.
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.
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.
Use an authorized email connection to inspect candidate replies and prepare tracker changes plus unsent drafts. Ask Dots to confirm which event or schedule it actually set up. Missing connection or write permission stays blocked; no candidate stage decision or message without review.
Keep the approved candidate tracker current from the named connected threads. Propose changes with message evidence and draft replies for my review. Do not send or decide a candidate outcome. Confirm the source, trigger, duration and update channel you can support.
Read approved meeting notes and extract decisions, owners and dates into a follow-up register. Draft a recap, identify missing commitments and offer a check-in plan. Sharing and reminders need the correct recipient and approval; a call ending does not cancel ongoing work.
From these approved notes, prepare a decision and follow-up register with sources. Draft the recap without sending it. Show missing owners or dates. Propose a follow-up schedule with timezone and end date and wait for my review.
Compare approved versions of a forecast and highlight changed assumptions before review. Use connected storage only with its permitted actions. Return a version-linked change log and flagged thresholds, not an automatic overwrite or external forecast.
Compare these approved forecast versions. Trace every changed input and total to its source. Show unexplained changes and keep the original files unchanged. Prepare a finance-review note, not a message to investors or a revised budget approval.