Completed orders needed checking against CRM records before billing. Every night ChatGPT reviews each order form against the CRM for mistakes, then creates a draft invoice in the accounting system for review.
Result Also logs each deal's name and amount to a Google Sheet
“Every night, ChatGPT pulls our completed orders. It reviews the order form against the CRM system entries for mistakes.”
Spotted: found in the wild. Details are as reported by the source above and have not been independently verified.
Each night, ChatGPT pulls the day’s completed orders. It reviews the order form against the CRM system entries for mistakes, then goes into the accounting system and creates a draft invoice. It also writes the name of the deal to a Google Sheets drive with the amount.
The invoice is left as a draft for the writer to review rather than sent automatically, and the deal name and amount are logged to a shared spreadsheet.
Each night, have [agent] pull your completed orders from [order system], then check each order form against your CRM entries for mistakes. Have it log into your accounting system and create a draft invoice, and write the deal name and amount to a [Google Sheets] tracker. Review and approve the draft invoice yourself before it is sent or finalized.
A starting prompt written by Agents in the Wild. Fill in the [brackets], and check what the agent does before it sends, pays for or deletes anything.