Workspace agents in ChatGPT: Weekly metrics reporting agent

Harsha demonstrates building a workspace agent connected to Google Drive that automates weekly team metrics reporting by calculating key metrics, generating charts, and compiling a comprehensive readout. The agent operates independently with an agent-owned connection, runs automatically every Friday, and allows the team to review its activity history for transparency and reliability.

In the video, Harsha demonstrates how to build a simple reporting agent designed to automate the creation of a weekly readout for a team. The process begins by connecting the agent to a data source, specifically Google Drive, where relevant files and spreadsheets are stored. This connection allows the agent to directly access and work with the data, eliminating the need for manual data handling each week.

Harsha sets the connection to be agent-owned, which functions like a service account. This setup enables the agent to perform scheduled or background tasks independently, without relying on any individual’s personal configuration. This approach ensures that the agent can operate consistently and reliably over time.

Next, Harsha leverages ChatGPT to enhance the agent’s capabilities by describing the desired job and asking for improvements. ChatGPT suggests creating a metrics calculation skill, which helps the agent understand the key metrics, their interpretation, and how to structure the weekly report. This skill-based approach ensures the agent follows the team’s defined processes and best practices, making the workflow more dependable and repeatable.

The agent is then scheduled to run automatically every Friday with a simple trigger message like “run analysis.” This automation means the team no longer needs to remember to initiate the reporting process manually each week, streamlining the workflow and saving time.

Finally, Harsha shows how to review the agent’s activity history to monitor its work. The team can inspect each run, see the steps taken, tools used, and review the output generated. In the example run, the agent accesses spreadsheet data, calculates metrics, creates charts, and compiles the analysis into a comprehensive readout ready to be shared with the team. This transparency provides confidence in the agent’s performance and the accuracy of the reports.