How to Create a Sales Meeting Recap GPT

Quick summary

This tutorial shows you how to create a custom GPT on ChatGPT specifically designed to generate sales meeting recaps, covering configuration, instructions, knowledge upload, and publishing. By the end, you will have a fully functional sales meeting recap GPT ready to use and share.

Steps

1. In ChatGPT's main interface, go to the left-side panel and click Explore GPTs.
2. Click Create at the top-right corner to start building a new GPT.
3. Switch from the Create tab to the Configure tab.
4. Click the Add icon to set a distinctive display photo for your sales meeting recap GPT and select your image file.
5. Enter a unique Name and Description for your GPT in their respective input fields.
6. Click the Instructions field and write a detailed description covering the purpose, behavior, and capabilities of your GPT.
7. Add text prompt examples one by one into the Conversation Starters input field to guide users.
8. Scroll to the Knowledge section, click Upload Files, and import any reference documents you want the GPT to use.
9. In the Capabilities section, tick the checkboxes for the GPT functions you want to enable and configure any Actions for third-party integrations.
10. Go to the Preview Area, enter a test prompt, and click Submit to evaluate your GPT's output.
11. If satisfied with the results, click Create at the top-right corner to proceed.
12. Choose your preferred access configuration and click Save.
13. Your sales meeting recap GPT is now created and published.