Set up OpenAI for business and build an Executive Reporting Agent.
A tactical course for agency owners, founders, and operators who want to set up ChatGPT for business, understand the OpenAI ecosystem, learn where Codex fits, and build a repeatable Executive Reporting Agent for weekly operating briefs.
Outcomes
Understand the OpenAI business stack: ChatGPT, Projects, files, Tasks, Agents, Codex, API, and Workspace controls.
Set up ChatGPT for serious business work.
Map company knowledge from Asana, Gmail, Google Docs, Slack, spreadsheets, notes, and internal documents.
Build an Executive Reporting Agent inside a ChatGPT Project.
Generate, verify, and improve a weekly operating brief with risks, decisions, next actions, and watch items.
Understand how Codex can turn the reporting workflow into docs, dashboards, databases, and internal tools.
Work through the course in sequence and build the project step by step.
Lesson 1
PreviewStart here. Review the course structure, final deliverable, and operating model before beginning the lessons.
Lesson 2
PreviewUnderstand the OpenAI work stack as a set of tools for turning business context into useful work products.
Lesson 3
Learn how to use ChatGPT as a disciplined work surface for drafting, reasoning, reviewing, and operating.
Lesson 4
Use projects to turn recurring business tasks into repeatable workspaces with stable context and instructions.
Lesson 5
Learn how to use files and structured source material responsibly for business analysis and reporting.
Lesson 6
Understand how to think about delegated and scheduled AI work without losing control of quality or accountability.
Lesson 7
Learn how to use OpenAI in a team environment with appropriate permissions, sharing norms, and governance.
Lesson 8
Define the Executive Intelligence Agent and the business workflow it will support.
Lesson 9
Identify and organize the business source material needed for reliable executive intelligence reporting.
Lesson 10
Design the agent's purpose, operating boundaries, source requirements, and executive output before writing instructions.
Lesson 11
Translate the agent design brief into durable instructions for producing consistent executive intelligence reports.
Lesson 12
Create the repeatable weekly input packet that gives the agent reliable source material for executive reporting.