Source candidates and build a valuation model
Use an agent to gather LinkedIn prospects in a city and to assemble a valuation spreadsheet from public company data.
- What they did
- One person asked ChatGPT Agent to work from a job description for a YouTube manager. With a signed-in LinkedIn account, it searched Bangalore profiles, narrowed them to people with relevant experience, and put LinkedIn links and portfolio details into a spreadsheet. In a separate demo, another person had it create a DCF model for an energy company from web-sourced financial figures and assumptions.
- How it went
- The valuation spreadsheet, including output figures, was finished in 17 minutes. No evaluation was given for the candidate list, and the examples were shown only as demos run by other people.
- Tips
- Expect the agent to be slow, and remember that some financial tasks may be refused, so test whether your request is accepted. If it needs access to an account, have it stop and ask before it takes any action.
Try it yourself with ChatGPT Agent
Use my logged-in accounts only if needed, and pause before you click, send, submit, or pay for anything. First, help me with [task: candidate sourcing / valuation model]. If I want candidate sourcing, use this job description: [paste JD], look for profiles in [city], and collect a spreadsheet with each person’s name, profile link, and portfolio or work samples that match the role. If I want a valuation model, use public financial data for [company], build a [DCF / comparables] model in Excel with editable assumptions, and include the key inputs and outputs. Before any irreversible action, show me exactly what you plan to do and wait for my approval.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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