An agent setup recipe
Check what is ready before a new hire starts
Compare a supplied onboarding checklist with team updates and prepare a readiness report for the human coordinator.
From
You get
What you will get
A readiness table, missing confirmations and draft follow-up questions
Illustrative example · fictional input
- Example input
- A fictional approved hire has an email account, an unconfirmed laptop delivery, an unsent introduction invite and a payroll form awaiting review.
- Example result
- Illustrative result, not a recorded agent run: T1 is confirmed complete. T2 is not received merely because a label exists. T3 can be reviewed after U1 but remains unsent. T4 is pending, not complete. The coordinator has three specific confirmations to obtain.
The coordinator checks the facts and agrees any changed dates with the task owners. Authorized people handle access, payroll and employee communication; the assistant makes no employment decisions.
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. Approved start date, task checklist, owners and due dates; Dated status updates with source IDs; Dependency rules and the coordinator responsible for unresolved items.
- An HR system, shared checklist or task template is usually the best place to track repeated steps. The assistant is only a proposed review layer for varied updates; it cannot make another team finish a task.
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: Approved start date, task checklist, owners and due dates; Dated status updates with source IDs; Dependency rules and the coordinator responsible for unresolved items. 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. Hire reference H-7, approved start 14 October 2026. Review date 12 October 2026, Europe/Warsaw. Coordinator: Jo. Checklist C1: T1 email account created, IT, due 12 October; T2 laptop received, Office, due 13 October; T3 introductory call invitation, Manager, due 13 October, depends on T1; T4 payroll setup confirmed by Finance, due 13 October. Completion needs an explicit update from the owner. U1 IT, 12 October: T1 account created; no credentials included. U2 Office, 12 October: laptop shipping label created; delivery not confirmed. U3 Manager, 12 October: waiting for the email account before sending T3; invitation not sent. U4 Finance, 12 October: form received; setup review still pending. Prepare the readiness table and questions. Do not contact the new hire, grant access, process payroll or decide whether H-7 can start.
- Compare the response with the review checks below. The following is an illustrative expected direction, not a tested result: T1 is confirmed complete. T2 is not received merely because a label exists. T3 can be reviewed after U1 but remains unsent. T4 is pending, not complete. The coordinator has three specific confirmations to obtain.
- For real work, provide a fresh packet and explicitly start one batch. The coordinator checks the facts and agrees any changed dates with the task owners. Authorized people handle access, payroll and employee communication; the assistant makes no employment decisions. 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 checklist, ownership, deadlines and evidence needed to call a task complete. Use a fictional or non-identifying hire reference; do not include salary, identity documents or health information.
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
- Only T1 is confirmed complete.
- T2 delivery and T4 payroll setup remain unconfirmed.
- T3 retains its owner and dependency; the assistant does not send an invitation.
- No hiring, eligibility, access or payroll decision is made.
- 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 report cannot replace the HR system or required professional checks.
- Missing updates may hide completed work or blockers; the coordinator must confirm them.
If something goes wrong
- A team says done without naming a task: ask which checklist item and what evidence confirms it.
- The start date changes: ask for revised owner-approved deadlines; do not silently shift them.
- 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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