Warm-up
Check yourself
Codex asks to use your banking app during a spreadsheet task. Which answer fits your approval rule?
Exercise 4
Automate Your Monday Money Check
About 35 min
Your task
You'll write an approval rule into your agent brief, run one tightly scoped computer use task on a spreadsheet, then turn a proven task into a weekly automation that flags transactions and drafts (but never sends) follow-ups. At the end you'll have a Monday report that writes itself and waits for your review.
- Time
- 35 minutes
- You'll need
- Codex on Mac or Windows 11 (computer use isn't available everywhere; check your region), your tools project, a sample bank export CSV (instructions below)
- Builds on
- Lesson 4
Coaching clients
This course comes with private coaching.
Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.