Transcript for:
Automating Tasks with ChatGPT Basics

chat gbt is amazing when it comes to automating tasks you can make it very custom and tailor to your situation with very specific output formatting that's why in this video I'm going to show you ways that you can do that how you can automate tasks using chat gpt's GPT feature now just like always if you like learning chat gbt in a more Hands-On way I highly recommend joining my chat gbt Mastery course in community I will leave a link in the description or the top pended comment if that interests you we have a thriving community and over 55 plus modules on every feature of chat BT that way you can utilize it best for your workflow personal life and business life now let's get into automating tasks within chat GPT this is something that's very very useful and one of the main pillars of utilizing chat GPT especially within the GPT feature so first let's take a look at the GPT format now each and every task that you want automated requires a specific format you don't have to pay attention to the name or the description those are just for fun those are things you can come up with on your own to make it more custom and to customize your assistant in a way that you want it to be but where you put this GPT format is within the instruction section of your GPT I'm going to walk you through the step byep on how to complete this and how to automate any task that you'd like in any field I mean this can help construction workers scientists CPAs business owners pretty much anybody I've seen this help a lot of people in my private chat gbt Community uh even teachers when it comes to grading papers building curriculums and so on so this is what we're going to learn is how do we craft a good GPT format within the instruction section but you may be asking me what is a GPT format what is a good GPT format that you can create in order to automate tasks well I just want to break this down very simply for you what is a good format well you're going to need a roll you're going to need to put that chatbot in a roll within your GPT in the back end of the instructions you want a desired output how do you want your information to be output usually every task requires a specific output that you want that task done in uh even if you're doing things like laundry or things that you can't automate with chat gbt like doing the dishes there's a certain output you know you put dishes into the sink you scrub the dishes you put them on the drying rack you wash them you put them away or maybe you use a dishwasher or when you do laundry same thing washer dryer or washer clothing line there's a desired output that you want so you're going to need to understand the desired output of the task you want automated UTI in chat GPT and finally we get into the operating commands I'm going to show you the step by step for how I'm going to automate a specific task but these are really the three things that you're going to want in chat GPT when trying to use the GPT feature in order to automate a task so let's get into creating a GPT first what you want to do is open up your sidebar and click explore gpts and then in the upper right hand corner behind my face right now you can't see it but there's a green button that says create and what you need to do is you need need to hit that button that says create and then you're going to be brought to this new GPT screen what I'm going to do is I'm going to skip over the create section and head straight to configure and now I have the ability in full control over the instructions of my GPT the conversation starters knowledge name description photo I have control over everything within this configure section so now I'm going to get started I'm going to upload an image give it a name let you know what task I'm going to be automating and then I'm going to get into the instructions and how I'm going to automate that task so maybe I'm a construction worker and I struggle with writing estimates you know I come home after a long day of work and I just want a systemized workflow for all of my estimates I have my set rates my set prices maybe the only thing I need to update within the GPT every once in a while it's the live Lumber cost and I can let chat gbt decide what that is based on its knowledge cut off in 2023 or maybe can have it search the web within my GPT in order to get those live material costs but I want to create this GPT to automate my quotes and my estimates for my job projects so that's what I'm going to do first off I'm going to give it an image and then I'm going to give it a name and a description so I'll be right back when I do all that fun stuff so what I did was I utilized mid journey in order to generate this cool looking construction worker and now I can give it a name I'm just going to call it the construction estimator and now I'll give a description of what this gpt's role is in the task that it's actually automating so the description I gave it was automates construction worker quotes based on project parameters and client expectations and now I can hop into the fun part which is the instructions now before I do that I want to skip down to conversation starters though that way we can add some buttons above the prompt bar so when I'm utilizing this GPT for my specific task that I want automated all I have to do is click a button in order to get started and I don't have to type out a prompt or even think about it I'm trying to make this process as automated as possible so these conversation starters will allow you to place four buttons above the prompt bar in order to get the conversation moving in a profitable direction and you can decide what direction that conversation gets moving in by adding these conversation starters to the instructions and saying when this button is clicked or when this phrase is said do this you kind of can get into conditional logic and actually develop a nice automated workflow so I'm going to add some of those conversation starters I just wanted you to understand the importance of having those within your gpts that way you don't have to do anything you just click a button and you get your workflow going so the two custom buttons that I'm adding above my prompt bar are going to be start project estimate which is going to run through my task automation process and also the give me live material cost button which is going to search the web for whatever materials I need and give me the live price and also give me a link to where I can purchase those usually it will be to a store like Menards or Home Depot that way we can actually change our store location when we're on the website after it gives us the link add the quantity we actually need and either have it shipped to us or we go pre-order it pick it up in the lumber yard whatever we need to do now something very important to keep in mind before we get going is try to think of the workflow that I'm implementing for something so out there that you usually wouldn't use chat jpt for like construction right try to think of this workflow and implementing it into tasks that you need automated I'm not just showing this tutorial for people who want to start making construction estimates with chat GPT although it' be very useful I'm just trying to show you this very extreme example to how you can really start to think about different ways you can automate tasks in every sector of work and your personal life so really try to use the things that I'm showing you and implement it into your own workflow like these conversation starters down here think of different conversation starters that you can use for your job or for your personal life or for your task that you want automated now with that being said let's continue because now we need to get into the instructions for this construction estimator now like I said for any good instruction it's very beneficial if you have a roll a desired output and operating commands now these are not in here by default I'm just labeling these little sections so that you can see what I'm doing a little bit better and which section I'm on when I'm creating these instructions now it may be also a good practice to do this on a whiteboard or a piece of paper get down all the things you want the little details that way before you hop into your instructions you can just actually write it out on paper see how everything connects and get all the parameters down for what you want this GPT to do and the tasks that you want a automated so I've just created my role and what you want to keep in mind when creating Your Role is you want to give the chat bot a profession or a Persona to fit in the shoes of and you also want to give everything about that Persona that you want from the way it's responding to what it needs to do you are giving the chatbot in this case this GPT the job right here so under roll I put you are a professional construction worker I want it to understand that that's the shoes that it's filling a professional construction worker but it specializes in something you specialize in creating job estimates and quotes based on my client's wants and needs so now it knows okay I'm a construction worker but I specialize in creating job estimates maybe that's my sole purpose and then I say you are to respond in a humorous yet professional tone and that's just subjective to what you want your GPT to sound like when creating your job estimate or automating your task you can add a tone but the main thing you need to do here is give it a roll to fit and then if you want you can add in the tone although this isn't necessary I just like doing it to make my answers stand out and for me to keep coming back to my gpts and actually using them and then I tell it when I give specific details about a job you are to help me find live prices of listed materials add up total cost based on my rates and also help me format a nice estimate for my client so here you're just giving it its job its role and what it's here to do now keep in mind this is a very basic form of a GPT if you want more specialized commands instructions adding API to zap year in order to link it to your Google C calendar and so on in my chat GPT Mastery course I go in-depth on creating a GPT that has a lot more instructions uses the knowledge section and furthermore but this is just going to get your foot in the door for actually automating a specific task using these three criteria in order to create a successful GPT with a good format now before I get into actually doing the desired output and the operating commands what I want to do is I also want to list kind of the stepbystep process that I want this GPT to go through so that it knows the exact steps it needs to take in the order it needs to take those in and some of these steps can be skipped depending on previous answers within my GPT and what I type in and what I already have versus what I don't have but it's important that you give this in the R so it knows okay I've got to go through step one 2 3 4 and I've got to make sure each step is checked off before I move on to the next step so I'm going to add in those steps now so as you can see I've added a few things here I've added four different protocols that I want my construction estimator to run through within this GPT now keep in mind we're setting this up very good one time so that anytime we have an estimate within the future we can just come here and have it be a seamless process it's important that you don't rush this that you take your time because task automation requires a good system and once you have a good system you can actually scale within your life and although it may take a little bit of time to implement your systems once you have your systems in place your future self will definitely be thanking you but what I added here was throughout the process you were going to be going through four protocols and these protocols I'm going to be labeling Within these instructions in order for my GPT to run through them and so that it knows where everything is based on these protocol labels now we're going to be using these protocols throughout desired output and operating commands but we will be using some of these protocols and calling them at least in the desired output section so I think it's best if we just get right into it here desired output I've just finished the job summary protocol as you can see I've labeled this section job summary protocol so that it knows okay this is step one I need to go through the job summary protocol this is where a summary the job is given to me in a specific output format what is that specific output format within the desired output section because remember we're moving from role to desired output well that specific format is this right here I say when I give specific details about a client's wants and needs first you need to break it down into a more manageable format you can format it like this then I have client name project ID and job description I'm going to get into all of this stuff a little bit more within the operating commands but I can also just do it here I want a unique project ID so that I can have an identifier maybe I'm storing my projects in a database and I want to be able to separate these jobs from one another with a unique six or S digigit ID then I want a better version of the job description maybe I just have a bunch of notes about what the client wants and I want it into a more refined job description and I also want to organize my files by client name and now that I have this format and chat gbt will fill this all out for me when I upload all the client's needs whether that's with a picture on my notepad or a voice recording whatever it may be I say next after you've given me this format ask me at the end I'm telling this GPT to ask me specific questions I'm asking it to ask me would you like to go through the material protocol or do you already have the materials needed so if you have your materials needed let's just say then you don't need to run through step number two which is the material protocol but the material protocol is going to allow the user to get a rough estimate of the materials needed based on the job description and I have yet to Define what the material protocol is but that's kind of the idea of it we have different protocols that we can run through based on our needs based on what the client wants and then I say if I respond with go through the material protocol then do so if I reply with I already have the material list or something along those lines then move to the next step the calculation process but as you can see I'm trying to get this GPT to run through these four steps based on what I have and what I don't have so now I need to create some of these protocols within the desired output and the operating command section now just finished up another protocol within the desired output section I'm actually going to save the operating commands for the conversation starters that we added earlier in this video and what to do when each of these conversation starters happens I think that's a good section to have that in kind of at the end I can say something like if user selects start project estimate or says start project estimate then do this uh if user says any other of the commands I have then do another specific command I'm going to save that for the operating command section but right now I'm just getting in all of my desired outputs so I've created a new material protocol and in this you can pause this and read this if you want but what I've done is I've provided another output format for my GPT to use when I say something or when it's actually running through this material protocol and this material protocol is to help calculate the materials needed based on the job description that was provided in the job summary protocol so I'm using these protocols in coordination with each other and I'm using this job summary protocol with the material protocol and what this is going to do is give me the materials I need to complete the job and in order to actually write a proper estimate and it will actually use this material protocol in order to put them in a proper format and also find blind spots and say hey you're using this for this job but have you thought about needing X Y or Z it's going to help me find different things I may need and see different blind spots within my job estimates that way I can profit a good amount while keeping the client happy so now I'm going to develop the calculation protocol all right and after about another 5 to 10 minutes what I did was I finished up the calculation protocol you can pause the screen and read this I don't want to go through everything otherwise we would be here a very long time but basically what I'm doing is I'm having this GPT run through a process that helps me find everything I need to take in account in order to calculate the final price of this estimator quote how many hours are you estimating this job to take these are questions I'm having to ask me once it gets to this step how many miles are you driving per day are there any special events taking place in this job you may charge extra for what is your preferred store When shopping materials for jobs and what I'm going to have this GPT do is take everything into account based on my hourly rate of 45 per hour based on the IRS standards for driving miles per day and how we can actually write that off and then any special events that I say that I may charge extra for and also an upcharge of 15% on materials and it gets the cost of the materials based on my preferred shopping store it's actually going to look up those live prices for me so it can get me an accurate upto-date quote for construction material because it's changing all the time lumber prices are going up they're going down everything else is doing the same pretty crazy right now but what I have this doing is finding me that specific information that way I don't have to look it up every time I'm doing an estimate and spend hours and hours doing it myself I can have the GPT do it instead and then I say after each calculation you can ask me if this estimate looks good or if it needs any revisions if I say it looks good move on to the final draft protocol and if you recall the final draft protocol is where I combine all the information together into a nice format that I can send the client with a nice cute message and it just want to sound very personable and just someone who you can agree with and I'm going to have the GPT do that for me and all I have to do is really answer the questions this GPT gives me start my estimate protocol and within 3 to five minutes I can probably have a great estimate for my client compared to hours on end so next I'm going to create the final draft protocol get this thing wrapped up then I'm going to give some operating commands for what happens when these conversation starters are selected and finally we can test out the construction estimator and show you the power of it now this is all I'm going to put for the final draft protocol I don't really want to over complicate this and I kind of want chat gbt to run through its own thought process and make its own I want to give it a little bit more free range on this protocol so I'm saying once all calculations have been made we can move on to this step where I want you to combine all the information we've gained into a nice format that I can send the client make this nice friendly and open and then I can say ask me if it looks good or if it needs revisions after each final draft is presented so now I have the option for revisions or I can say it looks good and then we can move on to another job estimate now I can just list some operating commands so for the operating commands what I can do is I can look at my conversation starters I've got two operating commands right now start project estimate and give me live material costs so I can give directions and instructions for what to do when those things are said so I kept the operating command very simple I said when the command start project estimate is said start the process in the job summary protocol helping me through each step of the process ask me to give project details in order to get started and so that will be once this button is clicked it will be above the prompt bar here and it will just hop right into the protocol so I don't have to think all I have to do is give this GPT information that I set up in the back end and then I can get into my next conversation starter which is the live materials I can say when the commands and I can continue in that similar format as I did Above So I said when the command give me live material cost is prompted ask me for my preferred store and the materials I want checked once I give you both search the web for live prices of the materials I need the price of give me the price and also a link to the store that I listed so I'm having chat GPT and this GPT do all that work for me then I say make sure to help me get specific about the product I want checked as often times in construction prices vary greatly depending on quantity and quality of specific materials so this GPT is finally complete we have all of our protocols we've given this GPT a roll we've given it the desired output and all of the protocols that it needs to run through and finally we've given it the operating commands with the conversation starters which is going to make this easily accessible and very very simple to use whenever I need an estimate done and this whole process probably took me about 30 minutes to an hour in order to come up with on the spot and think of but this 30 minutes to an hour could have been time that I spent writing an estimate for my construction cost and now what I can do is I can get these estimates completed within 5 minutes so spending the time doing something once in a GPT format in order to automate a task is definitely the way to go about it but now let's get into the fun part let's actually get into testing this construction estimator and everything that it has to offer so what I'm going to do is I'm going to hit create and then I'm going to say only me for now maybe I'll release this to the public in the future and then I'm going to hit share and now this is going to publicize my GPT and then I'll be able to use it test it out and this is where you can kind of Tinker with it maybe you can do the task Your Own Way see how the GPT does it and then say okay I don't really like how the GPT does it this way maybe I can go back in the instructions upload a couple of examples of how I actually want it done whether you're doing workout routines schedules planning and organizing you're doing these estimates data analysis you know you can create these task automation gpts for pretty much anything but the important part is is during this testing phase maybe you want to get two answers maybe do the task yourself and do it in chat GPT see what you don't like about it fix it in the instruction section that's definitely the importance of revisions and why you need this testing and Publishing phase now we can actually test this construction estimator GPT and remember all we have to do is Select start project estimate since we set that up within the operating commands and the conversation starters so I'm going to select that and then it's as simple as actually just following the instruction of what this construction estimator wants me to do and already right off the bat what I'm noticing is it's asking me for all this information but this is information I want it to format it in I want it to come up with a unique project ID and a more condensed summary of the job description and I only want to provide the Rough Draft so right away I can go in and edit that what I've done is I've edit some things around I can now hit close and then update in the upper right hand corner and then I can test this GPT once again going to hit view GPT and then I'm going to hit start project estimate and now let's see if it brings up that list or if it just asks me for a rough draft great so what it's doing is actually uh providing me with a paragraph now where it says just upload the rough draft and then it will format it in that special format from the job summary protocol so I can do that now so what I did was I actually used chat gbt in order to come up with a fake rough draft notes and a construction worker style so I have those all here it just says so we've got a cool project coming up for Barbara Johnson over on will link she's looking to Jazz up her backyard with a nice sturdy pergola uh 20x 20 structure and then I give some specifications about maybe what the client wanted maybe I'm taking notes when I'm talking to the client she wants it 20 ft by 20 feet with a height of about 10t she wants Cedar Wood she wants an open lattice plenty of light and also a nice color post certain size custom swinging Garden Gate so we have a timeline in here we also have some of the things she wants and this is just basic stuff that you would go through with the client in order to get their needs and what they actually want out of the project so you can really upload these notes in any format if you usz in something like this now keep in mind do this for other things it doesn't just have to be for construction estimates it can be for health and fitness routines it's just a matter of showing you the structure of how this GPT was actually set up in order to automate a very specific task and utilize this in your Niche utilize this in your personal life Etc you know what I'm talking about but yeah I'm just uploading the rough draft following my gpts Proto protols and then it's going to condense it down into a nicer format for me by utilizing the job summary protocol and it gave me a unique identifier that I told it to randomize six digits so that no two project IDs will be the same if it were the same that would be highly unlikely but it could happen I guess and now it's actually giving me the job summary client name Barbara Johnson project ID job description and then it asks me at the end just as I told it to in the back end would you like me to go through the material protocol to calculate the materials needed or do you have the material list ready um what I can say is go through the material protocol because maybe I don't have the material list I know the structure she wants I know the dimensions she wants but I don't really know the exact materials and everything that I'm going to need in order for this job to be successful so what I could do is I can go through that protocol that I created within my task automation GPT now creating these protocols in your GPT is going to be very useful for task automation because you can run it through systems and processes after running through a different system so you can have these iCal things going on like go through this protocol if this happens go through a different protocol if another thing is said or another thing happens you can go down these multiple routes with gpts it's great for task automation so I can say go through material protocol and that's all I have to say I'm just running through this estimate very quickly now of course I had to take these good notes but that just comes to listening to the client if you're in construction now it's running me through the list saying lumber for structure and it's asking me questions how many posts are you planning to use for for the structure additionally do you have a specific number of beams and cross beams in mind for that lattice roof and then it's going through concrete hardware and fasteners sealant extras for benches and gate and it says once it has all of these details then it can actually sketch out the material list so all I have to do is answer the question so what I've done is I've just went through here and I've answered all the questions it asked but I didn't have to answer them all if you want chat gbt to give you ideas and let it know that it can get creative and it can come up with ideas on its own so I say I want to use four posts don't have a specific number of beams in mind I'm setting for post you can decide the concrete volume based on post setting standards and then I also tell it you can determine the screws and Fastener sizes based on the structure and material you can decide the sealant need for the size of the structure no preferred brand or type get created with the benches and the gates because it's asking me questions about all of these things and I just want to show you how chat GPT is very good at actually coming up with things based on what's happened in the past for similar projects like this and what it's been trained on so I can say off this message and it's basically going to be giving me everything I need on the material list now and remember I set this up took me about an hour but now it's actually just giving me every single thing that I need based on the format that I told it to put it in and look at this it gave me the lumber the concrete the hardware the sealing the extras and this is why it's important to maybe do this task automation process and the task yourself a couple of times to see if it's actually matching up and to actually validate the answers that your GPT is giving you for the task that you want automated and once you do that a couple times you're going to be able to format this thing into the exact way that you would do it into your style into your tone into your product list your prices and so on so whatever you need you can do it through the testing phase and just keep editing the GPT in order to automate the task fully but for now I can just say Yes it covers everything I need and then it will move on to the calculation phase so it says fantastic now that we have our material list locked in let's move on to the calculation protocol and it's asking me these four questions I set up in the back end and I can answer those so now I've answered all four questions I'm estimating 73 hours I'm driving 20 m per day there's no special events in my preferred store when shopping is Menards and Home Depot and now it's going to search the web for those live prizes at my preferred store and give me an accurate calculation based on the materials that it gained up here so I can send that off and it's doing all this in a matter of seconds it's amazing so it's giving me my labor cost my travel cost and then it says hold on a minute while I fetch those prices but the chat thread stopped so I can just say what are the prices of material and I can send that off and it will look up my stores and find the prices for me and as you can see after asking what are the prices of the materials it gives me 8 by8 Cedar Post 12 ft and it uses my preferred store location that I mentioned above and it gives me the live price before any rebates and if I go to Menard's website the store that I like as you can see the exact dimensions it provided and the everyday low price is the exact price it gave me in Chad GB so it's poting in these live Lumber cost from a website and a store of my choice you can think about how that you can use that in other niches as well it's quite amazing what this can do and it does the same for all of the other Lumber and material needs as well it gave me a total material cost breakdown and then it calculated the total cost of materials so it also gave me the final estimate as well so I now have everything I need in order to send off this estimate and the beautiful thing about this is it used my preferred store used my rough draft turned it into an actual material list that I can use maybe I would go through here revise the material list a little bit but think about how you can utilize this in your niche as I've been saying and as I've been stressing throughout this video it's important that you think outside the box and it might be tough because you're seeing a bunch of construction equipment going on right now but it's important to think about how you can utilize this whether you're an SEO marketing police officers have utilized this in my private chat jbt Mastery Community you can get really custom with this and automate your tasks in chat gbt I show more of that in my chat gbt Mastery community and course but it says would you like to proceed with the final draft and now let's finally run the final draft protocol and say Yes proceed and get this full estimate ready in a matter of one to 2 minutes so this entire process probably took me about 5 minutes compared to the hours it would have taken me without and the calculations and the things that I might run into within the estimate and not being able to see the blind spots by myself after work tired doing construction all day this would be a great use case and check this out it says project estimate for Barbara Johnson and it gives the product description and it's a beautiful product description it says enhance the backyard with a 20 x 20t cedar pergola about 10 ft high with a clear sealant finish this robust structure will include an open lattice roof for light and decoration chunky 8 by8 in post built-in benches and a custom swinging guarding gate gives a breakdown of the cost everything that it calculated previously within this chat thread travel cost material cost being very transparent with the 15% upcharge and then grand total estimate with a construction timeline and it gave a little note at the end which is very nice now you could get much more advanced with this by connecting your email and having it send this construction cost email to Barbara and you could have it go to Google Docs if you want to store your projects within a Google doc with specific project IDs you know you could really go Advanced with this but this is the framework for task automation roll desired output operating commands for those conversation starters making your GPT have the ease of use in order to get started now this has been everything that you need to know in order to automate tasks within chat gbt if you want to go further and you want to understand chat gbt more not just task automation but all the other features that come with it then I highly highly recommend you join my chat gbt Mastery course and Community I will be leaving a link in the topend comment and the description below so be sure to check that out even if you just take a look at the demo video that I created a while back with that being said I also have tons of free content you can learn here on YouTube and enjoy Please Subscribe and like and comment your feedback below if you did enjoy this video and with that being said I'll see you in the next one