Agent Mode in ChatGPT: Automate Research, Clicks & Workflows for Your Firm

Agent Mode turns ChatGPT from a smart chat partner into a hands-on doer. In this video, you’ll see how Agent Mode combines Deep Research with “Operator-style” actions to browse, click, and deliver real outputs: CSVs, spreadsheets, and more, so you can automate research and routine work across your firm.

Perfect for accountants, bookkeepers, and advisors who want practical wins.

💡 Use cases: QBO/Xero tasks (recs, journals, bank feed checks)
💡 Competitor research + client sentiment from reviews/forums
💡 Turn unstructured images/notes into clean CSVs
💡 Build prospect lists and personalise outreach
💡 Schedule agents to prep weekly meeting intel
💡 Prompt engineering tips for reliable agent workflows

If this helped, please like, subscribe, and comment with the use case you’ll try first, or what you want covered next!

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