š”ChatGPT Plugins & Browsing
Everyone on ChatGPT Plus gets access to 70+ Plugins and the Browsing model this week. To enable them, go to Settings>Beta features.
Plugins
These let you work with your other apps from ChatGPT. For example, create an invoice in QuickBooks from ChatGPT, or summarize the emails you got over the weekend in ChatGPT. When you start a new ChatGPT conversation, you can enable any number of plugins. Its still VERY early days for plugins, and many of them are broken. A few notable plugins available now:
AskYourPDF - Chuck big files into it, then summarize/chat/query the doc
Wolfram - Do complex math stuff in ChatGPT
Polygon - Fetch current or historical market data - ie hereās a list of securities, give me a table of ticker symbols, share price at 12/31, etc
Zapier - this is the most interesting plugin at the moment, since it could theoretically be used to connect with thousands of other apps
The Zapier implementation seems smart. Hereās the process to pull customer and vendor info from my QBO final into ChatGPT. Any number of actions can be built out in your Zapier plugin, and itāll only reference those actions when you do so in a conversation.
Itās amazing in theory. In practice, right now for me itās super busted. Iām having trouble getting anything to work reliably, but will share more once theyāve sorted out the issues.
Browsing
The idea behind the āBrowsingā model is it will fetch recent web results, theoretically bridging its knowledge gap of everything outside its September 2021 training window. A few best-practices Iāve learned from initial testing:
Only give it one job at a time - if I feed it a list, it tries to search for each item in the list and eventually gives up
Tell it where to search - for example if youāre looking into a tax matter, say only pull info from the IRS, the Oregon Department of Revenue, etc
The more abstract your request, the more itāll struggle. So get very specific about the one thing you want, and where it ought to be pulled from
Having good luck with Plugins or Browsing? Iād love to hear about it!
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š This Week
I made an advanced ChatGPT guide for accountants - hereās the beginner and intermediate versions
OpenAI just announced ChatGPT for iOS including voice inputs šš
AI thinkpeople descended on capital hill to talk AI regulation - hereās a 30 minute superedit, itās a good discussion of what AI reg should look like
Brad Nelson shared a swipeable MS Power Automate bot thatāll extend tax returns in Drake
Today I shared some thoughts on how to improve your website
Zapier tables is now in open beta, and itās pretty cool. Better granular access control than Airtable, and you can trigger Zaps from the table itself
And if youāve ever struggled to build your own Zaps, they just launched a tool to describe the Zap you want, and itāll generate a starting point (see the end of this article)
Ashley the CPA launched a 30 day course to help accountants get comfortable with AI - 5 minute daily activities - upskill yourself + your team
Weāre running job placement ads on my daily pod now - shoot me a message for more info if you have a job to promote, because imagine hiring the sort of nerd that listens to my pod š¤š
Parthean is a GPT personal finance assistant - itās a good window into what tax & accounting assistants will look like, many of which will have regular ole accounting firms behind them
Sticky raises a $2M seed - create NFC āstickiesā for physical spaces
A notion template for managing your business - thereās an opportunity here to build a Notion template for DIY finance, to attract early-stage folks in your niche who could develop into clients down the road
After the recent article about ChatGPT bombing the CPA exam, I ran my own test that yielded very different results
šFrom The Community
05/19 š¤ Show & Tell - KeeperĀ with Jake Kessenich
05/19 š» Demo Day - LiveFlowĀ with Jason Staats
05/24 š¤ Who Runs The World - āThis girl is on fireāĀ with Twyla Verhelst
05/29 š EOS-Ish with Rachel Fisch - ScorecardsĀ with Rachel Fisch
05/31 š The Content Farm - Publishing For AudioĀ with Jason Staats
06/06 š Swiping Right - Tech & Client Education with Kellie Parks
06/07 š„³ AICPA Engage - Realize Cabana PartyĀ with Jason Staats
06/20 š» Demo Day - CopilotĀ with Jason Staats
My community Realize is a private space for people to swap ideas & collaborate. At $180/mo itās also the way I finance everything else I do, pay a full-time creative director, and a part-time developer in an effort to make the accounting industry a slightly better place š The community is currently about 300 members strong.