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Using OpenAI Assistants in GPT for Excel

OpenAI Assistants provide a powerful way to customize AI behavior for specific tasks. This guide shows how to create an OpenAI Assistant and use it in GPT for Excel.

Create an OpenAI Assistant​

To use an OpenAI Assistant in GPT for Excel, you'll first need to create one. Here's how:

  1. Go to the OpenAI platform and click Create.

    Click Create

  2. Configure your assistant:

    • Give your assistant a Name that describes its purpose.
    • In the Instructions field, provide detailed instructions for the assistant's behavior and capabilities.
    • Choose an appropriate Model, typically gpt-4o.

    Configure your assistant

  3. If your Assistant needs specific files for reference, upload them using the Files button in the File search section. Learn more.

    Upload files

  4. Enable additional capabilities like Code Interpreter if needed for your use case.

Use an OpenAI Assistant in GPT for Excel​

Once you've created your assistant, you can use it in GPT for Excel:

  1. Open the GPT for Excel add-on, and set up your OpenAI API key.

  2. Select the assistant in the model switcher in GPT for Excel.

    3. OpenAI Assistant selected in the model switcher

Your OpenAI Assistant will now be used to execute bulk tools and GPT functions in GPT for Excel, using the same instructions and knowledge as your original Custom GPT.

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