An agent setup recipe
Prepare a clear proposal scope outline
Organize confirmed goals, deliverables and dependencies into a short proposal outline with clear open decisions.
From
You get
What you will get
A proposal outline, assumption list and questions to resolve before sending
Illustrative example · fictional input
- Example input
- A fictional one-page site proposal has missing client inputs and an extra booking request outside the freelancer’s proposed scope.
- Example result
- Illustrative result, not a recorded agent run: Keep one page as the proposed work and booking as an unresolved scope request against F1’s exclusion. Show copy and images as dependencies. Fee, launch date and revision limit remain to be agreed.
You confirm feasibility, scope, price and timing before using the outline. The appropriate reviewer checks contractual wording separately; you decide what to send and negotiate.
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. Client brief or discovery notes with source IDs; Your proposed service, approved deliverables and explicitly excluded work; Owner-approved prices, dates and terms if available, plus unresolved decisions.
- Use a reusable proposal outline and a short clarification call. Some work needs paid discovery before a detailed plan is reasonable. A polished deck may add little when the goal is still unclear; use the level of detail you and the client actually need.
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: Client brief or discovery notes with source IDs; Your proposed service, approved deliverables and explicitly excluded work; Owner-approved prices, dates and terms if available, plus unresolved decisions. 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. Client note C1: Cedar Studio wants a one-page site showing three services and a contact email. Freelancer note F1: willing to propose one page; no booking system or payment collection. Client will supply approved copy and images, but the delivery date for those inputs is unknown. Freelancer has not approved a fee, launch date or revision limit. Client note C2 asks whether an online booking calendar could also be included. Prepare the outline. Treat the booking request as a scope question, not an accepted addition. Do not invent price or dates.
- Compare the response with the review checks below. The following is an illustrative expected direction, not a tested result: Keep one page as the proposed work and booking as an unresolved scope request against F1’s exclusion. Show copy and images as dependencies. Fee, launch date and revision limit remain to be agreed.
- For real work, provide a fresh packet and explicitly start one batch. You confirm feasibility, scope, price and timing before using the outline. The appropriate reviewer checks contractual wording separately; you decide what to send and negotiate. 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.
Use a short outline or a deliverable-by-deliverable table. Both keep assumptions, exclusions and approvals visible.
Your approved service boundaries, proposal length and reviewer. Do not include confidential client data or unapproved promises.
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 booking feature is not silently included.
- Client copy and images remain dependencies.
- No fee, deadline or revision allowance is invented.
- The outline stays a draft and no acceptance or sending is claimed.
- Removing an essential input causes a question or a blocked item, not an invented fact.
- The detailed table adds structure, not new deliverables, prices or commitments.
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 proposal outline is not a legal contract, price calculation or delivery estimate.
- Clear wording alone does not solve an unclear client goal or prevent later changes.
If something goes wrong
- Client requests conflict with your service boundary: show the conflict and ask for a decision.
- A detailed plan requires unavailable information: stop at a short outline and list what must be learned.
- 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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