TFF #020 - How to use ChatGPT Plug-Ins + 3 Favourites

TFF #020 - How to use ChatGPT Plug-Ins + 3 Favourites

1-2-3 Newsletter - Read Time - 4 Mins

Hello, and welcome to a another edition of the Tech for Finance Newsletter where we have:

  • 1 Tutorial on how to use ChatGPT plugins
  • 2 Expert resources on AI & ML strategy & presentation skills
  • 3 Tech tools for you to investigate for team productivity, debt collection and machine learning predictions.

1/ How to use ChatGPT plugins

Plug-ins should now be available to everyone using the Pro (paid) version of ChatGPT. If you don’t have it, feel free to skip to sections 2 & 3 of this newsletter.

If you’re looking for a free alternative, you may want to checkout Google Bard plugins. For instructions on how to set that up, refer to my previous newsletter - How to use Google Bard with Wolfram Alpha.

IMPORTANT - A lot of plugins are still not validated by OpenAI. Mainstream ones like Zapier and Expedia are, but the majority are not. So please proceed with caution.

Step 1 - Open Settings

By clicking the bottom left of your screen next to your name and selecting settings.

Step 2 - Enable Plugins

By clicking on Beta features and switching the toggle. If you don't see it, it's because the release hasn't made it to you yet, or you're not using the paid version of ChatGPT (Pro).

Step 3 - Switch your model

Click the drop down at the top of your screen under the GPT-4 Model

Step 4 - Open the plug-in store

By clicking the link

Step 5 - Install your plugin

There's no plugin search yet, so you'll have to choose from new, popular, or all plugins, and just scroll through the pages until you find one you want to install.

Step 6 - Select your plugin

By clicking on the GPT-4 dropdown and selecting the plugin you want to use.

My recommendation is you only have one plugin selected at a time right now as it’ll likely lead to less errors / work quicker.

My favourite plugins right now:

1. Noteable [Unvalidated] - Use ChatGPT to create Jupyter notebooks and create data visualisations. More info here, and examples here.

2. Ask Your PDF [Unvalidated]- Upload your PDF and ask it questions from within ChatGPT. More info here.

3. Zapier [Validated] - Chat to your other apps and automate workflows from within ChatGPT. More info here.

2/ Expert Resources

1. [Podcast] I recently had the pleasure of interviewing Tariq Munir - Head of Finance - Operations & SC at PepsiCo Australia. He shared some invaluable insight on AI & machine learning, his work with python and data visualisation, as well as sharing tips on how to approach transformation. Check out the full discussion here.

2. [Post & Guide] Earlier this week, I posted 4 step-by-step tips for improving your presentations based on my previous conversations with Soufyan Hamid and Nicolas Boucher. You can find the post here. And you can also grab a copy of their newly release PowerPoint for Finance guide here.

3/ Tech Tools

1. Loopin - Browser extension that helps you run more productive meetings, so you can focus on the conversation. Find out more here.

2. Paymefy - Optimise your debt collection with AI - Find out more here.

3. Simple ML for Sheets - Make predictions using your data in Google sheets without any developer expertise - Find out more here.

So that’s it for this week. Did you like it?

I’m always looking for feedback, so anything you don’t like, or anything you want to see more of, let me know by replying to this e-mail.

Until next time.


Wanting more?

Make sure to join the waitlist for ‘The Ultimate GPT Framework for Finance: ChatGPT, AutoGPT & Beyond”

It will include:

  • Detailed guidance on how to use the 6 element framework
  • Example prompts and templates you can use to speed up your workflow
  • Guidance on when you should be using AutoGPT and what for
  • Instructions on how you can use ChatGPT + Python to auto-generate PowerPoint presentations and Excel spreadsheets
  • FREE tool recommendations
  • And much much more

Join the waitlist here.

Know someone else that'll like this? It'd mean a lot to me if you could forward on 🙂


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©2022 by Adam Shilton. Privacy Policy - Terms of Use

©2022 by Adam Shilton. Privacy Policy - Terms of Use