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MASTERCLASS :

HOW TO MAKE YOUR CUSTOM GPT

Christian Martinez

Finance Analytics Manager at Kraft Heinz

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Table of

Contents

01

Introduction

02

Best GPTs Out There

03

How to build a GPT?

04

Break out Rooms – Build your GPT

05

Brainstorm – Which other GPTs should you build or should exist

06

Q&A / Open discussions

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GPT Timeline

OpenAI was established

December 2015

GPT-1, first LLM of OpenAI

June 2018

Release of GPT-2

November 2019

GPT-3 available

May 2020

Chat GPT was born

November 2022

GPT-4 available

March 2023

GPTs launched

November 2023

GPT Store with be open

2024

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What is a GPT?

  • It’s a custom version of ChatGPT that you can create for a specific purpose.

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  • GPTs are a new way for anyone to create a tailored version of ChatGPT to be more helpful in their daily life, at specific tasks, at work, or at home—and then share that creation with others.

​

​

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Best GPTs Out There

For Website Click here

For Website Click here

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Other interesting GPTs

Excel wizard for finance pros.

Helps with SEC reporting, compliance and regulations

Assistance with Tax

Expert in data cleaning, analysis, and visualization, drawing on 2800+ pages of data analysis documentation for optimized performance

Helps with deep insights into International Financial Reporting Standards (IFRS) and United States Generally Accepted Accounting Principles (US GAAP)

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Best GPTs Out There

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How to Build a GPT?

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How to Build a GPT?

Ideate

Prompt

Customize

1

2

3

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Exercise: Building a GPT

Instructions: Please follow these three simple steps to build a GPT model customized for your specific needs.

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We will go through the steps together.

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First, we’ll define our use case clearly, identifying the problem you want the model to solve.

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Next, we’ll use the prompt provided to build a GPT model using “ Create a GPT “.

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Finally, we’ll customize it via “Settings”.

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How to Build a GPT?

Ideate

1

  1. What problem you want to solve?

B. Core Functionalities*

C. Constraints*

D. Capabilities

Others: Logo*, name*, public or private

*Remember you can ask “regular” Chat GPT for this

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Ideate

1

What problem you want to solve?

Core Functionalities*

Constraints*

Capabilities

Others: Logo*, name*, public or private

*Remember you can ask “regular” Chat GPT for this

A.

B.

C.

D.

E.

F.

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How to Build a GPT?

Prompt

2

Build a GPT that helps Fractional CFOs to analyse financial statements of their clients.

Core Functionalities:

  • Task Automation: It automates routine financial tasks such as data entry, report generation, and basic analysis, particularly in Quickbooks, Sage, and Google Sheets.
  • Data Analysis: The AI can analyze financial data to extract insights, identify trends, and detect anomalies.
  • Strategic Planning Support: It aids in budgeting, forecasting, and financial decision-making.

Constraints:

  • Interaction Style: The AI's interaction should be structured and clear, providing options in a simple format. It aims to be concise for quick and efficient responses.
  • Clarification and Tailoring: It should ask for clarifications straightforwardly and tailor responses to the user's needs while maintaining a professional tone.

Logo should be background in blue with a simple illustration of a calculator

Name should be “Fractional CFO AI Assistant"

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Ideate

1

Build a GPT that helps Fractional CFOs to analyse financial statements of their clients.

Core Functionalities:

    • Task Automation: It automates routine financial tasks such as data entry, report generation, and basic analysis, particularly in Quickbooks, Sage, and Google Sheets.
    • Data Analysis: The AI can analyze financial data to extract insights, identify trends, and detect anomalies.
    • Strategic Planning Support: It aids in budgeting, forecasting, and financial decision-making.

Constraints:

    • Interaction Style: The AI's interaction should be structured and clear, providing options in a simple format. It aims to be concise for quick and efficient responses.
    • Clarification and Tailoring: It should ask for clarifications straightforwardly and tailor responses to the user's needs while maintaining a professional tone.

Logo should be background in blue with a simple illustration of a calculator

Name should be “Fractional CFO AI Assistant"

A.

B.

C.

D.

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How to Build a GPT?

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How to Build a GPT?

Customize

3

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How to Build a GPT?

Customize

3

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Brainstorm together

Discussion:�how to use Custom GPTs in your own environment?

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Part 1: individually, think about 1 to 3 use cases (2 minutes)

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Part 2: let’s discuss the results

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Q&A / Open discussion

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THANK

YOU