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Record a task once, turn it into instructions, and let an agent repeat it

A sales-ops user narrated a screen recording of a recurring reporting task, explaining why each click mattered, then had Gemini turn the video into detailed step-by-step instructions. Pasted into ChatGPT Agent, those instructions let it pull a Salesforce report, cross-check the same account in Gong, summarise the last seven days and assemble a Word document, pausing only for the user to enter credentials and a one-time code. The output matched the manual version exactly. The upfront cost is making the narrated recording and handling logins and MFA each run.

Tools used

  • ChatGPT Agent
  • Gemini
  • Salesforce
  • Gong
  • Loom

Sources (2)