Workspace
HOW TO
Set up Optiform.
Install. Ask. Connect when prompted.
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1
Install Optiform
Open ChatGPT Plugins. Search Optiform. Choose Install. Connect when ChatGPT asks.
Open ChatGPT plugins
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2
Tell Optiform what to do
Ask for the finished result in plain language.
“Create a client intake form.”
“Fill my agreement, get approval, then email the signed PDF.”
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3
Connect Google when asked
If the task needs Forms, Drive, or Gmail, choose Connect Google in the chat.
