Build and Test a Daily Planner AI Agent with ChatGPT Workspace Agent

Morning Planner Agent Build Instructions

Building a Daily Planner AI Agent

1. Click the '+' (plus sign) icon on the ChatGPT Workspace Agent dashboard to start building a new agent.
2. Select the 'Describe with simple chat' method to build your agent using simple text instructions.
3. Choose the 'Morning Planner' template or enter manual instructions into the chat box.
4. Wait for the AI to identify the necessary apps (such as Google Calendar, Asana, and Slack) based on your instructions.
5. Review the agent's settings, including the Schedule and Channels (like ChatGPT or Slack).
6. Click the blue 'Start building' button to begin the automated setup process.
7. Monitor the AI as it autonomously builds the 'To-do list', Role, memory, and 'Safety and guardrails'.
8. Scroll down to the apps section and click 'Connect' for each application (Google Calendar, Asana, Slack, etc.) you want to link.
9. Click on the completed agent in the sidebar to open its dedicated chat space.

Testing and Running Your AI Agent

1. Click on the agent's name in the left sidebar.
2. Click the 'Plan my day' starter prompt or send a new message to trigger the analysis process.
3. Allow the agent to check Google Calendar for schedule conflicts, Asana for task lists, and Slack for unread messages (DMs).
4. Review the generated output, which includes your daily plan, potential risks/blockers, and follow-up suggestions.
5. If necessary, update the 'Schedule' settings if you want the agent to run automatically every morning without manual input.