Background – We are an organization wanting to make a private customGPT that can be used by our employees + departments in the effort to minimize research time. We are General Contracting Company so we work with many outside entities (clients, client reps, vendors, engineers, architects).
Basically we want to create an AI assistant who can parse company wide data and provide answers to questions anyone might have.
We have acquired a ChatGPT Teams subscription.
Use Cases – (These are very crude examples…)
- Compare the AR and AP of project ____ and consolidate what we can pay out to vendors provided we have received payment from clients.
- List all open projects running between March 2023 and December 2024 that made a loss.
- Make a MS project schedule for this project with based on past projects in the prior year.
- List all projects completed at ____ address where ____ was the project manager.
- Give me the schedules of the last 10 projects we completed with a certain client.
- How many items are late across all projects.
Dilemma –
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How to provide real-time data on network drives?
We have network drives where all our information is stored in folder structures. A lot of info concerning projects was put into a spreadsheet and uploaded into the knowledgebase of the customGPT. But the knowledge base does not allow more than 5 uploads and the drives are updated in Realtime. Need some way to have customGPT access the network drives and query them to answer questions. -
How to provide users with permissions and access.
The customGPT was made but giving others admin access is problematic. Anyone in the workspace can access it but it seems only the creator is able to get to the configure settings page.
Any and All suggestions welcome. Thank you.