A step-by-step guide to using OpenAI's Codex to audit your finances and communications. The speaker found $5,000 in unused AppleCare, $20,000 in hidden credit card fees, and $50,000 in unpaid client invoices, saving $100,000 in one week by connecting Gmail, bank statements, company records, and Slack to the AI.
AI saved me $100,000 in one week. I want you to know how I did it because I care about you. Here is what you should do. Number 1, download the Codex app by OpenAI. Then go to Codex and click on Plugins and then connect your Gmail to Codex. Then type, find me subscriptions in my Gmail that I am paying for that I no longer use. It found in my email that I'm paying for an iPhone 11 AppleCare for 10 years. I canceled it and saved $5,000. Number 2, give it your bank statements. Open your bank and download 12 monthly statements for the last 12 months and drag them into Codex. Then type, look into every file and find transactions I should not be paying. It found $20,000 in hidden interest fees from American Express. Shame on you! I called American Express and complained and got some money back. Number 3, give it access to more emails. Company email, finance email, company transaction. Then type this: Look into every invoice in my email and see which invoices are not paid based on my transaction files. So compare your email with your bank and see if they match. It found $50,000 in invoices in my email that don't have a payment in my bank. So now we're chasing the clients. Number 4, connect your work conversations to AI by clicking on the plugin Slack. Then type, look at every work chat I have and tell me who am I nice to at work and who am I an asshole to? asshole to you at work. It found that I'm a nice CEO to some people and a harsh CEO to other people. So now I'm learning to be better with everybody. I hope you get it by now. If you give AI your bank statements, your email, or your work chat, it will show you magic. And it saved me $100,000 this way. Maybe you can save some money too. See you next week.
