An agent setup recipe
Explain differences between metric definitions
Compare supplied metric definitions and report settings, then prepare questions for the people who own them.
From
You get
What you will get
A definition comparison, supported differences and unresolved owner decisions
Illustrative example · fictional input
- Example input
- Two fictional dashboards use the same label for paid orders in September and logins over 90 days.
- Example result
- Illustrative result, not a recorded agent run: Identify the event, time-window and ID-unit differences, plus D2’s unknown test-account rule. D1’s stated purpose is closer to Q1, but no count or data accuracy is verified. Ask the owners whether distinct labels are needed.
Metric owners confirm the definitions and decide whether to align them or keep distinct labels. A qualified analyst verifies calculations and underlying data before changing a report.
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. Two or three metric descriptions with their report names, owners and source IDs; Supplied formulas or plain-language calculation rules, time windows, filters and refresh dates; The business question and any already approved definition.
- An agreed metric dictionary, clear dashboard labels and existing shared calculation rules may solve the problem. Start by checking filters and refresh times. Some different definitions are valid for different questions; forcing one formula on every use case can be wrong.
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: Two or three metric descriptions with their report names, owners and source IDs; Supplied formulas or plain-language calculation rules, time windows, filters and refresh dates; The business question and any already approved definition. 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. Business question Q1: how many customers placed an order during September? D1, Sales dashboard, owner Noor, refreshed 2 October: label “Active customers”; definition is distinct customer IDs with at least one paid order dated 1–30 September; excludes test accounts. D2, Product dashboard, owner Sam, refreshed 2 October: label “Active customers”; definition is distinct account IDs with any login during the previous 90 days; test-account handling is not supplied. No row-level data or reported totals are supplied. Compare definitions and draft owner questions. Do not calculate a count or pick an organization-wide standard.
- Compare the response with the review checks below. The following is an illustrative expected direction, not a tested result: Identify the event, time-window and ID-unit differences, plus D2’s unknown test-account rule. D1’s stated purpose is closer to Q1, but no count or data accuracy is verified. Ask the owners whether distinct labels are needed.
- For real work, provide a fresh packet and explicitly start one batch. Metric owners confirm the definitions and decide whether to align them or keep distinct labels. A qualified analyst verifies calculations and underlying data before changing a report. 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.
Start with the mismatches, or show each complete definition before comparing. Unknowns stay visible in both.
Your reporting purpose, approved definition owner and terminology. Do not include private row-level data.
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
- The 30-day order rule and 90-day login rule remain separate.
- D2’s missing test-account rule stays unknown.
- No count or exact numerical discrepancy is invented.
- No definition becomes an approved standard without an owner decision.
- Removing an essential input causes a question or a blocked item, not an invented fact.
- Definition cards preserve each source’s scope; changing the layout does not select an official definition.
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.
- Written definitions may differ from the formulas actually running in a report.
- This recipe does not audit financial statements or validate a dataset.
If something goes wrong
- Only totals are supplied: ask for definitions, filters and refresh dates before explaining the gap.
- Two definitions answer different questions: keep both purposes visible and ask the owners about names.
- 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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