How to Create a Sales Meeting Recap GPT
- George Apostolov
How to Create a Sales Meeting Recap GPT: step-by-step guide
On ChatGPT's main interface, head over to the left-side panel and click 'Explore GPTs'.
Tap 'Create' at the top-right corner to get started.
Following that, switch the tab from Create to 'Configure'.
Set a distinctive display photo that represents your sales meeting recap GPT. To do that, click the 'Add' icon and select the specific image file you wish to use.
Subsequently, assign a unique GPT 'Name' and 'Description'. Type the details into their respective input fields.
Tap the 'Instructions' entry box, then write a detailed description covering the purpose, behavior, function, and capability of the sales meeting recap GPT you wish to publish.
Include a few text prompt examples to guide the user through the first step. Type them one by one into the 'Conversation Starters' input field.
You can add some extra references from external sources. To do that, scroll down to the Knowledge section and click 'Upload Files'. Import the documents that contain the data you want to use.
Browse the Capabilities section afterwards, then tick the checkbox beside the GPT functions you prefer to enable. Likewise, you may configure several Actions for seamless integration of your custom GPT with third-party tools.
Once done, navigate to the Preview Area and test out your sales meeting recap GPT for the first time. Enter a text prompt into the provided input box and then click 'Submit'.
Review the initial performance and output of your custom GPT. If you're satisfied with the result, click 'Create' at the top-right corner.
Specify your preferred access configuration, then tap 'Save' to proceed.
After completing these steps, your sales meeting recap GPT will be created and published.
Quick answer: To build a sales meeting recap bot on ChatGPT, click Explore GPTs and Create. Switch to Configure, add a display photo, name, and description. Write instructions and conversation starters, upload knowledge files, and enable capabilities. Finally, test the preview, click Create, and save your preferred access settings.
About this tutorial
Build a custom sales meeting recap bot in the app by configuring instructions, knowledge files, capabilities, and conversation starters. This guide shows how to create a Sales Meeting Recap GPT in 13 steps, starting with "On ChatGPT's main interface, head over to the left-side panel and click 'Explore GPTs'" and finishing with "After completing these steps, your sales meeting recap GPT will be created and published". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Sales Meeting Recap GPT?
13 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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