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A guide for ChatGPT users

Stop asking ChatGPT every single time.

ChatGPT answers when you ask. But the asking and re-pasting are always on you. SIMY picks up work from meetings and chats and returns only decisions.

  • Runs on your ChatGPT plan
  • No new API key or extra subscription
  • Works with Slack, Notion, Google and Plaud

* Illustrative screen for explanation only

Contents
  1. Sound familiar after ChatGPT?
  2. What you really wanted
  3. Where ChatGPT stops
  4. SIMY connects the rest
  5. One sales call, side by side
  6. By industry: what you asked, what arrives
  7. Get started in 3 steps
  8. GPTs, settings, plans, Work vs. Codex
  9. FAQ
  10. Sources
01 / AFTER THE ANSWER

Sound familiar after ChatGPT?

You got your answer. Here's what still happens after you close the ChatGPT tab.

Right after the answer Copy, paste, go back

Copy the answer into email, Notion, Slack. Finding where it goes is on you, every time.

On the next deal Same preamble again

"Use our format." "Formal, lead with the conclusion." Instructions and data, retyped in a new chat.

Before sending You fix it anyway

Rework the rough draft into your own words. Deciding, choosing and checking are all yours.

Ask and it answers. Request and it creates. But the asking and the going back are still your job.

02 / WHAT YOU REALLY WANTED

What you really wanted after the ChatGPT answer

Same ChatGPT. Same plan. This is how it should look when the meeting ends.

Before you ask Starts without asking

Work is picked up from meetings and Slack and gets moving before you say a word.

Instead of copy-paste Lands where it belongs

Emails in drafts, client notes in Notion, updates in Slack. No pasting.

No preamble Your format, every time

Your tone, your order of checks, your priorities. Learned from your work, repeated your way.

What comes back to you Only the decision

"OK to send at this price?" That one question is all that comes back.

This starts from the first meeting after you connect your ChatGPT account to SIMY.

03 / WHERE CHATGPT STOPS

Where ChatGPT stops

ChatGPT is great at "answering what you asked." What comes next, nobody picks up.

* Illustrative flow for explanation only

GPTs, projects and Scheduled Tasks stop in the same place. The preamble gets shorter, and it runs at the time you set. But you still decide where it starts, and you still carry the answer to where it belongs.

04 / CONNECT

SIMY connects the rest. Just link your ChatGPT account

SIMY fills the four blanks. Only one square, the decision, comes back to you.

* Illustrative flow for explanation only

  • Picks up from meetings and chats
  • Works your way
  • Returns only decisions

SIMY doesn't replace ChatGPT. It uses Codex in your own ChatGPT account as the doer, picks up work from meetings and chats, learns the checks and priorities you repeat when you do good work, and follows the same approach. You ask only once.

  1. Open the SIMY integrations screenNo account yet? Sign up for SIMY first.
  2. Connect your ChatGPT accountPlus or above, where Codex is available. No new API key, no extra subscription.
  3. Connect where your conversations and records liveSlack, Notion, Google, Plaud and more. SIMY picks up work there and returns results to the same place.

* Illustration of the SIMY integrations screen

What you need: a ChatGPT plan with Codex (Plus or above). Codex usage counts within your ChatGPT plan. Gmail stops at saving drafts; posting to Slack and writing to Notion require your approval.

05 / SAMPLE

One sales call: asking ChatGPT vs. letting SIMY run it

A sample where a summary is posted to the Slack deal thread after a 45-minute sales call. ChatGPT on the left, SIMY on the right.

Asking ChatGPT (example)Chat → Work
Chat: "Summarize the call notes"
Evaluating a sales enablement tool. Piloting in 3 departments. Quote due by end of October. IT joins next time. Issue: integration with the existing CRM.
Work: "Write a follow-up email and client notes"
A thank-you draft and a client notes table arrive. You reword the email and paste the notes into Notion.
After that
Share the quote assumptions with the tech team on Slack and send options for the next meeting. Whenever you next remember.
Picks up work right after the meetingDone

From the Slack deal thread, SIMY chooses your "post-call follow-up" pattern. No instructions needed.

Follow-up emailAutorun

Subject: "Thank you for today, and next steps." Confirms the quote by end of October and asks for IT to join next time, in your usual wording. Saved to Gmail drafts.

Client notes (Notion) and team update (Slack)Next

Adds stage, decision timing, concerns and next attendees to Notion. Posts "Could the tech team confirm whether CRM integration is feasible?" to Slack. Both with your approval.

Your checkYour turn

Quote amount and delivery date. Only what needs your judgment comes back to you.

SIMY picks it up, Codex builds it, and you decide and send. The deal itself is still where you shine.

06 / BY INDUSTRY

By industry: what you used to ask ChatGPT, and what SIMY delivers

Work you used to request from ChatGPT every time now arrives without asking. Solo or on a team, the pattern is the same.

Sales Slack, Gmail, Notion

  • "Summarize the call notes"→Meeting records build up in client notes
  • "Write a thank-you email," every time→A draft per recipient arrives, in your words
  • "Research this company"→Key points and past concerns ready before you meet

Financial and insurance advisors Plaud, Notion

  • "Organize the interview notes"→A proposal outline drafted right after
  • "Plan the next proposal"→A plan that combines every session so far
  • "List the homework"→Homework for next time, after every meeting

Dental and clinics Plaud, Slack

  • "Summarize the huddle decisions"→Decisions reach the staff automatically
  • "Write the explanation"→Follow-up explanations for consultations, drafted
  • "Write the monthly report"→A report combining several meetings

Record only with patient consent and in line with your clinic's rules.

Leadership meetings and 1:1s Slack, Notion, Google

  • Asking "where are we on that?"→Only pending decisions come up to you
  • "List decisions and owners"→Decisions and owners already shared
  • "Write the weekly report"→A weekly report across meetings
07 / START

Get started: 3 steps if you already use ChatGPT

  1. Set up ChatGPTCheck your training setting and custom instructions. Plus and above include Codex. See the five settings below.
  2. Connect your ChatGPT account to SIMYJust click "Connect" on the integrations screen. See how to connect above.
  3. Finish one meetingWork is picked up from Slack or Plaud and drafts arrive. Review and send. That's all.

Sign-up: choose a plan → verify your email → pay by card. There is no free plan. See pricing. Get the desktop app from the download page.

Using Codex or Claude Code on your computer? The SIMY desktop app and CLI turn your local conversation history into WorkFlow candidates called "Suggestions from SIMY." Conversation content is not stored on our servers.

08 / REFERENCE

GPTs, settings, plans, Work vs. Codex and security (for the details)

Open these when you want to check something about ChatGPT itself. None of it affects connecting to SIMY.

GPTs, projects and custom instructions: ways to avoid re-asking, and their limitsWhat you can and can't do inside ChatGPT

Three ways to stop retyping inside ChatGPT

  • Custom instructions: set your role, industry, the documents you often write and phrases to avoid, and every prompt gets shorter. Write down the standards you keep when you do good work, like "Emails formal, lead with the conclusion" or "Show amounts with and without tax."
  • Projects: create a project per client or deal and keep its files and chats together, so Chat and Work start from the same context.
  • GPTs (custom GPTs): lock in the pattern for one task, such as "a GPT that turns meeting notes into our format." Public GPTs in the GPT Store work on the free plan, but building one requires Plus or above. GPTs shared only inside your workspace can be built on Team or Business and above (as of October 2026).

How to build a GPT in 4 steps

  1. Open "Create a GPT." Building requires a paid plan, Plus or above; the free plan can only use GPTs (as of October 2026).
  2. Set the instructions, knowledge files, conversation starters and capabilities. It's fine to have ChatGPT draft the instructions for you.
  3. Choose who can access it. Only you, anyone with the link, or your organization (on Team or Business and above).
  4. Use it. Examples: an advisor that has read your company documents, or a GPT that summarizes news from a URL.

Even so, you open the GPT, paste the files or URL, and ask, every time. SIMY takes over from picking up the work in meetings and chats.

Wait-for-input prompts: a trick that works on the free plan

Start with "Turn the bullet points I send next into prose using these rules. Reply 'OK' if you understand," then send only the data.

In long chats it gradually forgets the first instruction, so start a new chat and set the rules again when it drifts.

Even so, you open the chat, re-paste the rules and carry the data every time. SIMY learns your way of working from conversations and moves forward without instructions each time.

What's still left

A GPT is a pattern for one task. You decide when it starts, paste the transcript, carry the result to where it belongs, and open the same GPT again at the next meeting. In long chats the first instruction stops working and you may have to start over.

Scroll the table sideways →

ItemCustom instructions and projectsGPTsSIMY
What it locks inYour standards and deal contextOne task patternThe follow-up workflow for each type of meeting
Who startsYou open a chatYou open the GPTSIMY picks it up from meetings and chats
Your way of workingWritten and saved as textWritten into instructions at build timeLearns the checks and priorities in your work
What you getAnswersAnswersDrafts delivered in place, and one decision

How to choose: if you call up one pattern yourself, GPTs are enough. If the same kind of meeting happens every week and the work after it is the same every time, that's where SIMY comes in.

Five settings to fix before using ChatGPT for workTraining opt-out, custom instructions, projects, memory, where answers go
  1. Check the training setting On by default
    Settings → Data Controls → turn off "Improve the model for everyone." It is on by default on the Free, Go, Plus and Pro personal plans, so check it before entering client names or amounts. Business and Enterprise data is not used for training by default.
  2. Put your standards in custom instructions. Your role, industry, the documents you write and phrases to avoid. Write the standards you keep when you do good work, like "Emails formal, lead with the conclusion."
  3. Separate deals with projects. Keep files and chats together per client or deal, so Chat and Work start from the same context.
  4. Decide the scope of memory. With memory on, ChatGPT answers with past chats in mind, but you may not want it to remember client names or amounts. Decide up front whether to limit it to projects or turn it off.
  5. Decide where answers go and what starts the next task. Don't stop at copying the answer. Decide whether it lives in Notion, Google Drive or Slack. Having a set place is the entry point that connects your work to SIMY.

A pattern for asking: goal, audience, structure, constraints

When asking for an email or similar, write these four first and you'll fix less.

Example: "Goal: reschedule a meeting. Audience: a director at a client. Structure: apology → three time options → request for reply. Constraints: under 80 words, formal."

Even so, you write the pattern and ask every time. SIMY picks up "who gets what" from meetings and chats and takes it as far as a draft, your way.

Plans compared: Free, Go, Plus, Pro, BusinessWork and Codex access, ads, and whether SIMY can connect

US dollar prices are as of October 2026, excluding tax. Prices vary by region, so check the ChatGPT pricing page for yours. Ads and GPTs details are from public information as of October 2026.

Scroll the table sideways →

PlanMonthly priceAdsGPTsChatGPT WorkCodexWorks with SIMY
Free$0ShownUse only (no building)Desktop only, limited——
Go$8ShownUse only (no building)Desktop only, limited——
Plus$20NoneUse and buildWeb, mobile, desktopYesYes
ProSee pricing page (three tiers: Pro 100, 200, 500)NoneUse and buildMore usage than PlusYesYes
BusinessPer seat, standard and premium seats (see pricing page)NoneWorkspace-only GPTs tooWeb, mobile, desktop. Premium seats have no 5-hour limitYesFollows workspace policy
EnterpriseContact salesNoneWorkspace-only GPTs tooDepends on admin settingsYesDepends on admin settings

Which plan: Go shows ads, just like Free. If you want ChatGPT to do real work, Plus is the minimum: Work and Codex, and no ads. For long Work sessions choose Pro; for teams that want chats kept out of training from day one, choose Business. Pro 200 stopped accepting new sign-ups on September 10, 2026 (existing subscriptions continue). Business is for teams of 2 to 200 employees.

For the latest details, see the ChatGPT pricing page. SIMY is priced separately from ChatGPT; see our pricing page.

Chat vs. ChatGPT Work vs. Codex, and how to use WorkStrengths, plans, usage limits, Scheduled Tasks

Since July 2026, the ChatGPT desktop app brings Chat, Work and Codex together in one place. Their strengths differ clearly, so switch modes before you ask.

Scroll the table sideways →

ItemChatWorkCodex
Best atAnswers, explanations, brainstorming, short draftsHours-long tasks: research and analysis, documents, spreadsheets, reports and SitesSoftware development: writing and fixing code, reviewing PRs
InputAsk in chatSay what, from which sources, for whom, and where to stopA repository and a task
What you getAnswersFinished output, plus progress and questions along the wayCode changes and PRs
PlansAll plansPlus and above on web, mobile and desktop. Free and Go: desktop only, limitedPlus and above. Shares usage limits with Work
ModelsChat modelsGPT-6 Sol and Luna are exclusive to Work and CodexSame as Work

How to use ChatGPT Work

ChatGPT Work, released on July 9, 2026, is an agent for long, complex tasks. It researches and analyzes across your connected apps and files, then finishes documents, spreadsheets, presentations, reports and Sites. ChatGPT working through tasks on its own began with the earlier "agent mode," and Work now carries that role.

  1. Switch to Work. In the desktop app use the top-left menu; on web and mobile use the dropdown. The desktop app runs on macOS and Windows.
  2. Choose where it runs. Turn on "Work locally" to let it use files and apps on your computer. Run in the cloud to keep going after you close your laptop.
  3. Connect plugins. Slack, Google Drive, email, calendar and more connect via plugins. The old App Directory has been replaced by the Plugin Directory.
  4. Include where to stop in your instructions. Set approval points up front, like "Stop before entering the quote amount and ask me to confirm," and you'll redo less.
  5. Review the plan and approve. Work shows a plan before it starts. Answer its questions along the way and approve important actions.

Scheduled Tasks and usage limits

Work can schedule one-time runs, repeating runs such as every Monday at 9:00, and change monitoring. Since August 2026, MCP events from supported plugins can trigger automations too. Work and Codex share usage limits, with a cap every 5 hours. Pro gets 5x Plus, and Business premium seats have no 5-hour cap. Work itself has no extra fee.

How it relates to SIMY: Work and Codex are doers that finish the one task you assign. SIMY is the manager that picks up work from meetings and chats, runs the doer, and returns only decisions. SIMY uses Codex as its doer, so you use them together, not one instead of the other.

Security, data protection and company guidelinesTraining settings, share links, plugin permissions, and SIMY's approach
  • Is it used for training? Business and Enterprise data is not used for model training by default. On personal plans it is on by default, so go to Settings → Data Controls and turn off "Improve the model for everyone."
  • Main leak paths: shared chat links, a training setting left on, permissions given to plugins, and the file scope allowed for local runs. Settle these four first.
  • Work permissions: Work Cloud, Work Local and Codex Local can be configured separately. On business plans, follow your workspace admin's policy.
  • Five items for your guidelines: which information may be entered, training settings, share link rules, allowed scope for plugins and local runs, and who is responsible for checking output.
  • SIMY's approach: Gmail stops at saving drafts. Posting to Slack and writing to Notion require your approval. When suggestions are created from conversation history on your computer, conversation content is not stored on our servers. Details are on our Security and Privacy Policy pages.
09 / FAQ

Frequently asked questions

Is there a way to stop typing the same instructions into ChatGPT every time?

Inside ChatGPT, custom instructions, projects and GPTs are the three ways to avoid retyping. But you still start each one, and each ends when the answer to that one request comes back. SIMY picks up work from meetings and chats, does it your way and returns only decisions. You use it on top of those ChatGPT features, not instead of them.

How do I stop ChatGPT from training on what I type?

Open Settings, go to Data Controls, and turn off "Improve the model for everyone." It is on by default on personal plans (Free, Go, Plus and Pro), so check it before entering client names or amounts. Business and Enterprise data is not used for training by default.

Can I use or build GPTs on the free plan?

On the free plan you can use GPTs from the GPT Store, but building your own GPTs requires a paid plan, Plus or above (as of October 2026).

Which plan do I need to build GPTs shared only inside my company?

GPTs shared only within a workspace can be built on business plans such as Team or Business and above. GPTs built on personal plans can be shared only with people who have the link or with everyone.

Should I choose ChatGPT Go or Plus?

If you want ChatGPT to do real work, Plus ($20/month, excluding tax, as of October 2026) is the minimum: Work and Codex run on web and mobile, and you can build GPTs. Go is for people who want more Chat usage, and like Free it shows ads. SIMY connects only to Plus and above, where Codex is available.

What is ChatGPT Work?

An agent for long, complex tasks, released by OpenAI on July 9, 2026. It researches and analyzes across your connected apps and files, then finishes documents, spreadsheets, presentations, reports and Sites. With Scheduled Tasks it can also run once, on a repeating schedule, or when something changes.

What is the difference between ChatGPT Work and Codex?

Work is an agent that finishes general work output such as research, analysis, documents and reports. Codex is an agent for software development. They share the same execution and permission model and the same usage limits, and GPT-6 Sol and Luna are models exclusive to Work and Codex.

What is the difference between ChatGPT Work and SIMY?

Work is a doer that finishes the one task you assign. SIMY is a manager that picks up work from meetings and Slack conversations, does it your way and returns only decisions. SIMY uses Codex in your own ChatGPT account as its doer, so you use them together, not one instead of the other.

Can I use ChatGPT Business on my own?

Business is a plan for teams of 2 to 200 employees, and includes an admin console, SAML/SSO, and business data excluded from training by default. On your own, Plus or Pro is the usual choice, and you can turn off training on personal plans too.

Does SIMY add separate AI usage fees?

SIMY connects to your own ChatGPT account and does the work through the Codex App Server. Codex usage falls within your ChatGPT plan. For SIMY's own pricing, see the pricing page.

Can I use SIMY with AI other than ChatGPT?

Cloud runs use your own ChatGPT account (Codex). On your computer, the SIMY desktop app and CLI can use Claude Code as well as Codex to do the work. That gives you a backup when one is down or hits its usage limit.

Can ChatGPT write Excel formulas or macros (VBA or Apps Script)?

Yes. Describe what you want in plain English and it returns a formula or code to paste into Excel or Apps Script. Don't paste confidential data, and check your training setting. For routine work you ask ChatGPT for every time, SIMY picks it up from meetings and chats and moves it forward.

10 / SOURCES

Sources

ChatGPT pricing, features and settings were checked against the official OpenAI sources below (pricing as of September 30, 2026; ads and GPTs as of October 1, 2026). The scenes of work left after an answer draw on explainer videos about putting AI to work.

If your work starts from meetings recorded on PLAUD, see also the PLAUD NOTE guide.

Before you open ChatGPT again,
go to SIMY.

Keep your ChatGPT plan and start from your next meeting. SIMY hands back only the decisions. The deal is still where you shine.