An agent setup recipe
Review mismatched columns before combining data
Compare small text extracts with an approved data dictionary and prepare a mapping and exception list before anyone changes the files.
From
You get
What you will get
A proposed field mapping, row-level examples and unresolved data questions
Illustrative example · fictional input
- Example input
- Two fictional extracts: one has defined invoice fields, while another has an ambiguous date, unclear amount basis, missing currency and repeated rows.
- Example result
- Illustrative result, not a recorded agent run: Keep A1 customer ID 0017 as text. B Customer cannot be assumed to be customer_id, 03/04/2026 stays ambiguous, and Amount lacks gross/currency definitions. B1/B2 are possible duplicate records under T0, retained for review.
The data owner approves definitions, mappings and exception handling. An authorized analyst applies approved rules to copies with the normal data tool and checks full-data totals.
What you need
One assistant owns the comparison and result. Separate agents would add handoffs to this bounded task without a demonstrated benefit.
- A ChatGPT account with Work available on the web. Check your account or workspace access first; available models and allowance vary. Use the default model available to you. Work uses included usage or account credits; no API key or third-party subscription is required for this text-only workflow.
- A browser and text you are allowed to share with the service. Remove unnecessary private details. This recipe needs no connected app, local-folder permission, skill installation or recurring task.
- One human owner who can check the sources and make decisions. Target field definitions, required fields and allowed formats; Source headers and small anonymized row samples with source/row IDs; Known keys, units, date conventions and approved mapping rules.
- Standard intake templates, validation rules and Power Query or other existing import tools are better for stable repeated formats. Use this assistant only to prepare uncertain mappings that a human must resolve first.
Set it up
- Open chatgpt.com and sign in. Confirm Work is available, then select Work and start a new chat. Check your remaining usage before a large packet. Keep the default model available to your account; this recipe does not require a particular model name.
- Use one conversation for this responsibility. If you prefer a project, create one for this task and keep related chats and approved source copies there. A web project does not automatically read a folder on your computer. Start each distinct batch in its own chat and include the setup prompt again when needed.
- Choose the setting below. Optionally add your working rules. Copy the complete setup prompt into the chat as the first message. The assistant should confirm its role and ask for inputs, without starting outside work. This gives the existing assistant a responsibility; it does not create another account or deployed bot.
- Prepare a small packet: Target field definitions, required fields and allowed formats; Source headers and small anonymized row samples with source/row IDs; Known keys, units, date conventions and approved mapping rules. Label every source and include dates, versions and unknown fields. Paste accessible text. Ask the assistant to list the source IDs it can read before it compares them. No plugin or app connection is needed.
- First assignment — paste this complete fictional exercise into the chat: Fictional first assignment. Target dictionary T0: customer_id is text with leading zeros; invoice_date is ISO YYYY-MM-DD; gross_amount includes tax; currency must be explicit. One row represents one invoice and invoice_id is the unique key. Source A headers: CustNo, InvDate, Gross, Cur, InvID. Owner rule R1 maps these respectively to the target fields and invoice_id; A dates use YYYY-MM-DD. A1: 0017 | 2026-10-01 | 120.00 | EUR | INV-8. Source B headers: Customer, Date, Amount, Invoice. No definitions, date locale or currency are supplied. B1: Cedar Ltd | 03/04/2026 | 120.00 | INV-8. B2 repeats B1 exactly. Prepare a mapping proposal and exception list. Do not merge rows or turn Cedar Ltd into customer ID 0017.
- Compare the response with the review checks below. The following is an illustrative expected direction, not a tested result: Keep A1 customer ID 0017 as text. B Customer cannot be assumed to be customer_id, 03/04/2026 stays ambiguous, and Amount lacks gross/currency definitions. B1/B2 are possible duplicate records under T0, retained for review.
- For real work, provide a fresh packet and explicitly start one batch. The data owner approves definitions, mappings and exception handling. An authorized analyst applies approved rules to copies with the normal data tool and checks full-data totals. Copy only the changes you approve into your normal records yourself. Keep the accepted result and its source references.
- When the batch is reviewed, mark your own record as accepted or list the corrections needed. On the next run, supply the latest accepted state and new sources. No schedule or continuous monitoring is created. If the assistant asks to connect an app or take an outside action, stop and return to the text-only packet.
Your setup prompt is ready
Copy the ready prompt, or customize it with the settings. Paste it into ChatGPT Work to give it the task rules.
Customize (optional)
Defaults are ready to use. Changes update the prompt here; paste it into your agent to apply them.
Schedule: When I ask.
Choose how the assistant organizes the result; evidence and review rules stay the same.
Approved field definitions, unique keys, locale and null-handling rules. Use anonymized examples; never assume two similar names identify the same person.
Your choices stay in this browser for this guide. Avoid adding private information.
setup prompt
Highlighted text follows your settings.
Review checks, limits and sources
Not tested by Juicy Agents. The examples are fictional, not recorded agent results.
Check the result
- Leading zeros in 0017 are preserved.
- The date in B is not silently converted.
- B Amount is not accepted as gross EUR 120 without evidence.
- B1/B2 remain visible; no full-data validation or automatic merge is claimed.
- Removing an essential input causes a question or a blocked item, not an invented fact.
- Changing the setting changes the requested output while source references and fixed limits remain.
Known limits
- Not tested by JuicyAgents in ChatGPT Work. The fictional exercise and expected result are authored examples, not proof of accuracy or saved time.
- Only the supplied text is reviewed. Missing messages, files or current facts can change the conclusion.
- A small sample can miss rare errors and does not validate full files.
- Correct mappings require business meaning from the data owner, not just plausible labels.
If something goes wrong
- A required definition is missing: block that mapping and ask the owner.
- A schema changes: flag the difference and re-review the rule instead of applying the old mapping silently.
- Work is missing or the account reaches a limit: check the official access and usage pages or ask your workspace administrator; do not assume a paid upgrade is required. Use the manual alternative while access is unavailable.
- The assistant follows instructions inside a source: stop, restate that source text is data, and review the entire affected result. Do not approve an external action.
Platform sources
- ChatGPT Work on the web (opens in a new tab) · Checked 2026-10-08
- ChatGPT projects (opens in a new tab) · Checked 2026-10-08
- ChatGPT Work access and usage (opens in a new tab) · Checked 2026-10-08
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