published apr 27, 2026

Set Up Useful AI Teammates with New Chatgpt Workspace Agents

intermediate
Step 1

Open the Agents Workspace and Start a New Agent

Go to chatgpt.com/agents. From there, click Create agent.

If you are on the wrong plan, ChatGPT will prompt you to sign up for a Business plan first. Once you are in, you will land on the new-agent screen with a single input box that asks what the agent should do.

Step 2

Give the Agent One Clear System to Own

Before you write anything, pick the system or process this agent should manage.

  • a lead pipeline
  • a Google Docs folder
  • a Notion database
  • a daily report process
Prompt 
Create an agent that manages [lead pipeline, Google Docs folder, Notion database, etc.]. It should do 3 main tasks that can run autonomously on schedules to save me time.

In our test, we used an AI workflow researcher that owned a Notion database and looked for patterns in our published guides.

If you have a direct link to the database or tool you want it to manage, include that in the first setup message too. That gives the agent a cleaner starting point.

Pro tip: Point this at something annoying and sticky to maintain. A Notion database, Google Sheet, lead pipeline, task tracker, or reporting system is a much better fit than a vague brainstorming workflow.
Step 3

Connect the Right Apps and Let the Agent Scaffold Itself

After the first prompt, ChatGPT will walk you through the setup and ask for the tools it needs.

02-connect-required-apps

ChatGPT will fill in the rest of the details: role, workflow, apps, memory, and how the agent should behave on each run.

04-agent-builder-thinking-through-setup
Pro tip: Keep approval on for anything sensitive. OpenAI says workspace agents can ask for permission before steps like editing a sheet, sending an email, or creating a calendar event. That is the right default.
Step 4

Add the Morning Schedule and Test It Once

Once the agent is shaped correctly, use the Schedule control in the upper right.

11-agent-home-with-completed-run

From there, add a recurring run. In our test, we set it to run every day at 9AM.

  • a clear role and workflow
  • connected apps and memory
  • reusable starter actions
  • a daily 9AM schedule
  • one place to run, review, and refine the work over time
Pro tip: When you click on any of your agents, you should see three pre-made task types for the agent to do in one click.