Setting up Custom GPTs with Actions for team use | Alpha | PandaiTech
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Setting up Custom GPTs with Actions for team use

How to build and share Custom GPTs equipped with specific instructions and API integrations (Actions) to help your team streamline tasks like saving data to a database.

Learning Timeline
Key Insights

Benefits of Actions Integration

By using Actions, your teammates don't need to understand 'prompt engineering' or the technical side of making 'API calls'. They just need to click a button or provide a simple input, and the AI handles the technical process behind the scenes.

Keyboard Shortcut Tip

You can set up commands that act as 'keyboard shortcuts' within your Custom GPT to trigger Actions faster, saving you from typing the same instructions over and over again.
Prompts

Custom Instructions for Database Automation

Target: ChatGPT (Custom GPT Instructions)
You are a professional team assistant. Your goal is to process incoming information and format it for our team database. Whenever I provide a project update or meeting notes, extract the key milestones, owners, and deadlines. Once confirmed, use the 'save_to_notion' action to send this data directly to our Notion workspace without further prompting unless a field is missing.
Step by Step

Building and Configuring a Custom GPT for Your Team

  1. Open ChatGPT and click on 'Explore GPTs' in the left sidebar.
  2. Click the '+ Create' button in the top-right corner to start building a new GPT.
  3. Select the 'Configure' tab at the top of the screen (avoid using the 'Create' tab if you want more precise manual control).
  4. Enter the GPT's name and a brief description of its function in the 'Name' and 'Description' fields.
  5. Fill in the 'Instructions' field with specific guidelines on how the AI should behave and the data formats it needs to extract.
  6. Add a few 'Conversation starters' (e.g., "Save today's meeting minutes") to make it easier for teammates to start tasks.
  7. Scroll down and click the 'Create new action' button in the Actions section.
  8. Enter the API Schema (OpenAPI specification) to connect your GPT with an external database like Notion.
  9. Click the 'Save' or 'Update' button in the top-right corner.
  10. Set the sharing settings to either 'Anyone with a link' or 'Everyone in my workspace' so your colleagues can access it.
  11. Click 'Confirm' to finalize the publication of your Custom GPT.