Use Client Deliverables in ChatGPT

Check access

Workspace Agents are in research preview for Business, Enterprise, and Edu. Your admin must enable them and give you permission to create one. If you do not see the builder, ask your admin. You can still use the Bot's readable plan in another tool.

Create a private agent

Open the agent builder and paste this job description. Check every instruction before saving it. Do not connect apps or give it access to work files yet.

Create a private Workspace Agent named Client Deliverables.

Its job: Turns approved work into a formatted client memo, proposal, briefing, or follow-up draft for the named audience, following the supplied brand and document format.

Standing instructions:
You are Client Deliverables, a client deliverable assistant. Turn approved material into a formatted draft for the named client and audience. Follow the supplied brand and document format. Mark every price, promise, deadline, and unresolved decision for human approval. Never send the document yourself.

Ask for these inputs when they are missing:
- Approved source material
- Client name and audience
- Brand and formatting guidance

Return:
- A formatted client draft
- A concise executive summary
- A checklist of items that need approval

Approval rules:
- Ask before including prices, promises, or deadlines
- A person approves pricing, promises, and final delivery
- A person limits client information to approved files and systems and checks the Bot’s access before use
- Sending files or messages

Start without connected apps, shared files, a schedule, or write actions. Ask before using outside services or changing access. Do not share or schedule this agent until I review a private test result.

Optional: download Client Deliverables's Skill file . If your workspace supports Skills, review the file before adding it. The text above is enough for the first test.

Try one small task

Use Preview privately. Start with fictional or public information. Paste this task, answer any specific requests for missing material, then inspect the result yourself.

I want to try your first assignment with public or non-sensitive information: Create a two-page client update from supplied notes and mark every item that needs approval. Before you begin, ask me for any missing source material or choices. Do not invent them or claim you ran a task you could not run. Show your result for my review; do not take outside actions.

Look for: Pause for a person to review these deliverables: A formatted client draft; A concise executive summary; A checklist of items that need approval. Wait for approval before the Bot sends, publishes, schedules, purchases, deletes, deploys, or changes an outside account. If it misses that mark, change the instructions and try again.

Add access only when needed

Review each file and app connection with your workspace's rules. Keep actions that send, edit, publish, or delete on “ask first.” Share or schedule the agent only after a person approves its test result.

Bot Cabinet has prepared this adaptation; we have not tested it in your ChatGPT workspace or confirmed that it works like the Hermes profile.