watch · distill · act

ChatGPT Work Setup: Master Checklist in 15 Steps

Set up ChatGPT Work desktop with a folder, rules file, and plugins so it follows your preferences automatically — every session.

Based on: Learn 95% of ChatGPT Work in Under 20 Minutes by Jeff Su

Learn 95% of ChatGPT Work in Under 20 Minutes▶ Watch the source video on YouTube

Why You Need This Checklist

What if ChatGPT actually remembered how you work — your formatting preferences, your tool rules, your writing voice — and applied them automatically every single time, without you repeating yourself?

Most people using ChatGPT Work are still treating it like a chatbot. They type a prompt, get an answer, and start from scratch the next session. Sound familiar? The problem isn't your prompts. It's that nobody — not even OpenAI — has clearly explained what you're actually supposed to do differently. So you keep getting inconsistent results, re-explaining your preferences over and over, and wondering why this supposedly powerful tool still feels like a glorified search engine.

Here's what changes everything: a mounted folder with a single rules file inside it. Jeff Su, a former Googler and one of the clearest AI productivity voices on YouTube, breaks down exactly how ChatGPT Work transforms from a fancy chatbot into a personal AI system that gets smarter the more you use it. We're talking about an AI that automatically applies your calendar formatting rules, routes travel requests to your travel folder, writes in your voice without being told, and manages your tools — Gmail, Notion, Slack, Google Calendar — according to your specific preferences.

Imagine opening ChatGPT Work and asking it to schedule a meeting. Instead of a generic calendar event, it creates a 45-minute block with a bottom-line-up-front description and three context bullets — because you taught it to do that once and it never forgot. That's the system this checklist helps you build.

Jeff's framework — the agents.md master rulebook, the tool-conventions.md file, the routing map, and the skill-building workflow — is laid out in this checklist step by step, in the exact order you need to execute it. Every specific file name, folder structure, plugin rule, and side-panel shortcut from his video is captured here so you don't have to rewatch anything or take notes.

This checklist is your shortcut from confused beginner to someone running a personal AI operating system. Follow it once, set it up properly, and ChatGPT Work starts compounding — getting more useful with every task you complete together.

Grab the checklist, open the desktop app, and build your AI system today.

What's Inside — Preview

Every checklist item comes with actionable notes to guide you — things like "Don't forget to do this before you start," "Avoid this common mistake," or "Set a reminder for 30 days out." Nothing vague, just clear next steps.

DOWNLOAD Download the ChatGPT Work desktop app (not the web version)
DOWNLOAD Download the starter agents.md template from Jeff Su's link in the video description
DO Rename the downloaded file exactly to 'agents.md' — nothing else
BUILD Create a new folder anywhere on your desktop to serve as your Work OS workspace
DO Move the agents.md file into the new workspace folder

+ 10 more action items inside...

Get the Full Checklist

Instant PDF download. Start taking action today.

$3.99 one-time
Get Instant Access →

✓ Instant download  ·  ✓ PDF format  ·  ✓ No subscription