Lesson 1

How to Set Up a ChatGPT Dot for Your Business

ChatGPTadvanced9 minFree to read · Dot needs eligible ChatGPT access

Your task today

Set up and test one repeat business job for Dot.

Use one example from your own business as you work through the lesson.

How to Set Up a ChatGPT Dot for Your Business

Guess what? You can hand off some of that tedious business stuff you keep putting off. The captions. The pin descriptions. The weekly hunt for what still needs doing. Yes, the jobs sitting on your list long enough to start paying rent.

A ChatGPT Dot can take on a recurring job, use the sources and tools you give it, and bring back completed work. Give it a finished article and a clear assignment, and it can read the article, write the captions, prepare pin concepts, and save the drafts for you. With working account access and your permission, it may also carry out actions such as publishing.

In this lesson, you’ll set up one job you can hand over, test the result, and make it repeat. The useful part is opening your drafts and finding that someone—or something—has already done the first round.

Quick read: A Dot is a ChatGPT assistant that can carry out work using connected apps and a computer. Start with one repeat job, provide the source material and writing examples, test a complete result, and then ask it to repeat on a confirmed schedule. Access and available actions depend on your account, connections, and permissions. See the official Dot setup guide.

Before you start

Create your Dot in the ChatGPT desktop app or on a desktop browser. Access is rolling out; if your account doesn’t show Dots, check the current availability information before buying or changing a subscription.

After setup, mobile app access depends on the supporting update. Mobile web isn’t supported. This lesson is free; the ChatGPT features used here may require eligible account access.

1. Create your Dot

Open Dots in ChatGPT and follow the introduction. You can connect apps during setup or add them later. In the desktop app, you can also choose whether to connect your computer.

Give your Dot a name you’ll recognize. Add glasses if you want. Then give it a job. A cute assistant with no instructions is just another thing you’re managing.

Official setup instructions

2. Choose one job you already repeat

Let’s start with the work that somehow takes longer than writing the actual blog. Give Dot a finished article and have it prepare:

  • One Instagram caption.

  • Two Pinterest pin titles and descriptions.

  • Suggested wording for each pin image.

  • A link to the article.

  • A short note about anything that needs checking.

Use an article you know well for the first attempt. You’ll spot mistakes faster.

You could also have it draft customer replies from your policies or gather unfinished business tasks into a weekly list. Pick the job you catch yourself saying “I’ll do that later” about. Then define what finished looks like. “Help with my marketing” is how you end up with a motivational paragraph and the same to-do list.

3. Give it the business details

Give Dot your website, approved brand files, and a few examples of writing you like. Think of the details you’d give someone helping you for the first time: what you sell, who you help, and what would make you say, “I would never post that.”

Copy this and fill in the brackets:

My business is [name]. We help [customers] with [services or products].

My website is [URL]. Use it for current business details.

Write in this style: [three useful descriptions, such as direct, warm, and lightly funny].

Here are two examples that sound like me: [paste examples].

Use the brand files I provide. If a logo or image is missing, ask me for it.

Keep our offers accurate. Don’t invent prices, testimonials, results, or discounts.

Your first job is to turn a finished blog article into social and Pinterest drafts. Save the drafts together with the source link so I can review them.

For Her Back Office, I’d add:

Write for women who run businesses and have limited time. Explain the task in everyday language. Give a concrete example and a useful next step. Keep the learning materials free. When a tool requires payment or restricted access, say so.

Avoid phrases such as “unlock your potential,” “game-changing,” and “in today’s fast-paced world.” Use specific actions and ordinary sentences.

4. Connect the source it needs

Dot has its own cloud computer and browser. Your personal browser’s logins don’t carry over.

A plugin connects Dot to another app. Connect a supported plugin if it provides the required access. Check both the account and its allowed actions. Reading files and changing files are different permissions.

If a website needs a login, use Dot’s private sign-in request or browser takeover. Enter credentials there rather than in the conversation. Website sessions can expire, and some sites block cloud browsers.

Local work requires a separate computer connection. In Dot’s profile on that computer, look under Computers, find Your computer, and select Allow access. Keep the computer online with the ChatGPT app open while Dot uses it.

For our first content test, supplying the article and brand examples may be enough. Connect a publishing account when you’re ready to test publishing.

Computer, app, and sign-in instructions

5. Decide what it can change

Give Dot instructions that match your comfort level. Here’s a starting point for this exercise:

You may read the sources I provide and prepare drafts.

Ask me before publishing, sending customer messages, changing a live listing, spending money, or deleting content.

When you need a decision, show me the finished draft and explain exactly what you want to do.

If access fails, tell me which step is blocked and preserve the work you completed.

Optional custom rules are under Settings → Personalization → Custom rules, beneath Permissions. Available choices include acting without asking, acting when explicitly requested, asking first, and handing the action to you.

Rules don’t connect accounts or override required safeguards. Automatic action review still applies.

Dot controls and permissions

6. Run one complete test

Paste this into your Dot conversation:

Use this article: [URL or attached article].

Create one Instagram caption and two Pinterest pin concepts. Give each pin a title, description, image wording, and destination link.

Use the business and writing instructions I gave you. Keep each caption focused on one useful takeaway from the article.

Save everything together for review. Flag any claim you couldn’t confirm. Don’t publish yet.

Tell me what you completed, where you saved it, and whether anything blocked you.

Open what it made. Check the link. Read the caption out loud. If it sounds like a corporate newsletter discovered your business, correct it now. You want a draft you can use, with facts that match your article.

Give specific corrections:

The opening is too vague. Lead with the problem the article solves. Remove the claim about saving five hours because the article doesn’t support it. Keep the second pin title.

Ask for the revised version. A good first test gives you instructions worth reusing.

7. Make the job recurring

Once the test works, give Dot the recurring assignment. Every Tuesday, it can check your chosen source, find a new article, prepare the content, and save the drafts. The schedule tells it when to start; the instructions tell it what work to finish.

Each Tuesday at 9 AM America/Chicago for the next four weeks, check [source] for new finished articles.

Prepare the same Instagram and Pinterest draft pack for one article that hasn’t already been used. If there’s no new article, send a short update.

Keep a record of the article URL and date processed so you don’t repeat it.

Save the drafts in [connected destination] and notify me in ChatGPT. Ask before publishing.

Confirm the schedule, destination, and permissions you actually set up.

Check that Dot confirmed the task, timing, and destination. Then check the first scheduled result. A Tuesday notification saying “remember to make pins” has left you with the whole job. Your assignment should produce the pins’ wording and captions, saved where you asked.

Use Activity in Dot’s desktop profile to inspect work. Use Scheduled to review recurring tasks. Ending the conversation doesn’t necessarily end the assignment.

Setup and recurring-work guidance · Review and stop work

Can it publish to Instagram, organize Pinterest, or create Etsy listings?

Here’s where it gets interesting: you can ask Dot to make changes in an account, too. Organizing boards or saving a listing draft could be part of the job. Test each platform separately, because browser access doesn’t guarantee Instagram, Pinterest, or Etsy will allow every action.

Platform A useful first test What to verify before expanding
Instagram Prepare a caption and approved image Whether the connection can upload, schedule, or publish to the correct account
Pinterest Suggest board changes and prepare a pin Whether it can edit the intended board and publish a pin with the correct link
Etsy Prepare one listing draft Whether it can save the title, images, files, price, and other required fields correctly

Etsy publishing can involve a listing fee. Include fees and pricing in your instructions before authorizing publication.

After a successful test, you can give a narrower ongoing instruction, such as publishing only items in a designated approved folder. Dot still applies its account permissions and action checks. A draft request alone doesn’t authorize publication.

Is it actually saving you time?

After two weeks, ask yourself: am I getting usable work back, or have I acquired a tiny digital employee who needs constant supervision? If every caption needs rewriting, give it better examples. If it picks the wrong article, tighten the source instructions. If publishing is blocked, let it handle the preparation and keep the final upload with you.

Start with the tedious job you repeat every week. Teach Dot how you want it done, check its work, and let it take that piece off your plate. You have enough jobs already.

Lesson exercise: Set up one responsibility, run it once, correct the output, and confirm a four-week schedule. Expand from there.

FAQ

Where do I find Dots in ChatGPT?

Start in the ChatGPT desktop app or a desktop browser. If Dots isn't visible, check the current availability information before changing your subscription.

Can I set up a Dot on my phone?

Use desktop for the initial setup. Mobile app access depends on the supporting update; mobile web isn't supported. Check the setup guide for current device support.

Does my computer need to stay on?

If Dot is using your connected local computer, keep it online with the ChatGPT app open. Dot's cloud computer is a separate environment with its own browser sessions. See the computer connection instructions.

Can Dot publish without asking me every time?

That depends on the platform connection, your instructions, and the action checks. Test the platform first, then specify exactly which approved items it may publish. Custom rules don't grant missing account access or override safeguards. See controls and permissions.

Is this lesson free?

Yes. Reading the lesson is free. Using Dot requires eligible ChatGPT access, and connected services may have their own costs. Check your account's availability before paying for a plan.

Want more practice with the source material? Read Turn one thing you wrote into five things you need.

Browse the free Her Back Office library.

Feature instructions checked October 8, 2026. Menus, access, and supported connections may change.

Published October 9, 2026 by Courtney. AI tools change fast — if something on your screen doesn't match, tell us and we'll fix the lesson.