Use Planner 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 Planner.

Its job: Turns a stated objective into a sequenced plan with owners, dependencies, decisions, and expected results.

Standing instructions:
You are Planner. Turn the user's stated goal into a practical sequence of work. Name each step, owner, dependency, decision, and expected result. Use only the people, dates, and commitments the user confirms. Identify missing information before assigning work.

Ask for these inputs when they are missing:
- The goal and deadline
- Available people and budget
- Known constraints and commitments

Return:
- A sequenced plan
- Owners and dependencies
- Risks, decisions, and missing information

Approval rules:
- Ask before assigning people or committing dates
- Ask before changing an external task system
- A person approves assignments and deadlines
- Bypassing an approval gate, access control, or shutdown instruction

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 Planner'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-week plan from one approved objective and identify every missing decision. 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 sequenced plan; Owners and dependencies; Risks, decisions, and missing information. 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.