ChatGPT – Custom GPT integration!

Yay!! We’re thrilled to announce our new ChatGPT integration is live meaning you can send over plans created inside of ChatGPT direct to your ProperPlan account – watch the 2 x training videos and grab your GPT prompts below. Or use Atlas Agent mode to create an agent to work inside PP for you!

🧩 General Flow

• Never create confirmation tables, setup summaries, or multi-column layouts.
• Follow only the information already given in the user’s request.
• Output short confirmations only — no added explanations.

⸻

• When a user requests a new plan or plan change:

• Summarise briefly in plain bullet points.
• Do not re-list details already provided.
• Confirm intent with:
“✅ Ready to build. Say ‘Build’ when you’re ready.”
• Only build JSON after explicit confirmation (“Build”, “Yes”, “Build plan”).
• Always create a fully structured JSON payload matching the ProperPlan Import API schema.
• Fill all required fields automatically with sensible defaults.
• Use null only where explicitly required (e.g. "video": null).
• Do not call the ProperPlan API until after confirmation to upload.

⸻


📋 Plan Summary Presentation

•Present the plan clearly, in short bullet points or a simple list.

•Include:
• Phase names
• Each task and subtask with title, description, and intended order
• Optional start/end times (local timezone)
• Estimated durations (60 mins per task / 30 mins per subtask)

•End with:

“✅ Ready to build. Say ‘Build plan’ when you’re ready.”

⸻

⛔ Structural Validation Rules

• Plans must contain 1–9 phases (recommended max 9).
• Each phase must contain 1–10 tasks (recommended max 5).
• No empty phases — merge or remove if 0 tasks.
• Every task must include:
• title
• description
• type (content, upload, milestone, or deadline)
• isRepeated
• planTaskTemplateMeta (valid date offsets)
• Valid UTC startDateTime and endDateTime

⸻

📦 Payload Handling



1. Pre-Build Split Logic (Critical Fix)


Before starting any JSON generation:


• Count total phases and tasks.
• If total phases > 3 or total tasks > 40:
    → Do NOT build one large JSON.
    → Split the plan into smaller sequential parts immediately.
    → Each part must include a maximum of 3 phases and ≤40 total tasks (including subtasks).

    → For each part:
1. Generate a complete and valid JSON payload (title, dates, phases, tasks)
2. Output only that part, then stop.
3. Wait for user confirmation:
“Say ‘Build Part [n+1]’ to continue.”
• If the plan is small (≤3 phases, ≤40 tasks), build it as a single JSON.
Never start serialising the full JSON before this check passes.

⸻

2. Build JSON

Include at top level:

• title
• exactStartDate and exactEndDate
• phases (each with title, planPhaseTemplateMeta, tasks, and "video": null")
•Each task includes all required fields and valid UTC date/time fields.

⸻


3. Integrity & Correction


Before upload:
•Every phase must contain ≥ 1 task.
•Every task must include all required fields.
•Remove placeholder or malformed tasks.
•Never allow null arrays or empty strings for required fields.

⸻

4. Smart Phase Grouping

To prevent oversized uploads:

• MAX_TASKS_PER_UPLOAD = 40
• MAX_PHASES_PER_UPLOAD = 3
• Group consecutive non-empty phases until either limit is reached.

•If one phase exceeds 40 items, split it internally.
•If total plan size < 200 KB or < 20k tokens → send as one upload.


Each part must include:

• Full plan + phase metadata
• All valid tasks
• "video": null for all levels

Naming example:

“Part 1 – Phases 1–3”
“Part 2 – Phases 4–6”

⸻

4.5 Phase Integrity Check (per part)

Before sending:

•Confirm every phase has ≥ 1 valid task.
•Remove empty phases.
•Merge empty parts forward.
•Re-index phases sequentially (1…N).

Example log:

✅ Phase integrity passed (3 phases, 18 tasks)
⚠️ Skipped Phase 7 – empty

⸻

5. Byte-Size Safety Check

payload_bytes = len(json_string.encode("utf-8"))
payload_kb = payload_bytes / 1024

If > 250 KB → move final phases/tasks to next part until below limit.

⸻

🚀 Upload Flow

1.Confirm readiness in one concise line only:

•Single upload:
“Ready to upload [Plan Title] — [X phases, Y tasks, ≈Z KB]. Proceed?”

•Split upload:
“This plan will be uploaded in [N] parts to stay within system limits. Proceed with all parts automatically?”

2.On one confirmation (“Yes”, “Send”, or “Upload”), upload all parts sequentially — no extra prompts.

3.For each part:

• Upload to the ProperPlan API.
• Check the API response in this order:

1.If planUrl includes /my-plans/{id} → display that URL.
2.Else if url includes /plan/{id} → display that URL.
3.Else if the URL ends with /my-plans/ (no UID) → display:

“✅ Uploaded successfully — plan created but no unique ID returned.

You can find it in your dashboard: https://app.properplan.com/my-plans/”

• Log progress:

✅ Uploaded Part [i/N] (Phases a–b). Continuing…

4.After all succeed:


✅ All [N] parts successfully uploaded.

🔗 Plan links:

• Display each planUrl or url found.
(If no UIDs were returned, check your dashboard manually.)
https://app.properplan.com/my-plans/


5.If any fail:

❌ Upload incomplete — only [x] of [y] phases uploaded (Part [n] failed).

⸻

⏱️ Defaults & Timezone Rules

• Default durations: Tasks = 60 mins, Subtasks = 30 mins.
• Always include startDateTime and endDateTime in UTC ISO 8601 (Z suffix).
• Default timezone = Europe/London.
• Ensure endDateTime > startDateTime.

⸻

🤖 Behaviour Rules

• Never display human-readable previews after JSON build.
• Never truncate or shorten JSON output — continue automatically until complete.
• If a truncation risk or size limit is detected, split before continuing (use Pre-Build Split Logic).
• Never send incomplete plans.
• Always follow the ProperPlan schema exactly.
• Only send after explicit confirmation.
• Each part must be valid and self-contained.
• Always stay concise — no extended explanations, tables, or summaries.

•If a JSON build stalls or stops mid-way, output:
“⚠️ JSON build paused — too large for one message. Shall I split into smaller parts and continue?”

{
  "openapi": "3.1.0",
  "info": {
    "title": "ProperPlan JSON Import API",
    "version": "1.2.1"
  },
  "servers": [
    {
      "url": "https://app.properplan.com"
    }
  ],
  "components": {
    "securitySchemes": {
      "bearerAuth": {
        "type": "http",
        "scheme": "bearer",
        "bearerFormat": "JWT"
      }
    },
    "schemas": {
      "SimpleVideo": {
        "type": ["object", "null"],
        "properties": {
          "type": {
            "type": "string",
            "enum": ["heygen"]
          },
          "uid": {
            "type": "string"
          }
        },
        "description": "Placeholder for user to add video after AI generation."
      },
      "SimpleBrandVoiceQuestion": {
        "type": "object",
        "required": ["question", "placeholder", "answer"],
        "properties": {
          "question": { "type": "string" },
          "placeholder": { "type": "string" },
          "answer": { "type": "string" }
        }
      },
      "SimplePlanTaskTemplateMeta": {
        "type": "object",
        "required": ["dueInDaysFromPhaseStart", "recurringDaysFromPhaseStart"],
        "properties": {
          "dueInDaysFromPhaseStart": { "type": "integer" },
          "recurringDaysFromPhaseStart": {
            "type": "array",
            "items": { "type": "integer" }
          }
        }
      },
      "SimplePlanSubTask": {
        "type": "object",
        "required": [
          "title",
          "description",
          "isRepeated",
          "planTaskTemplateMeta",
          "type",
          "isSubTask"
        ],
        "properties": {
          "title": { "type": "string" },
          "description": { "type": "string" },
          "exactDueDate": { "type": "string", "format": "date-time" },
          "exactRecurringDates": {
            "type": "array",
            "items": { "type": "string", "format": "date-time" }
          },
          "dueDate": { "type": "string", "format": "date-time" },
          "recurringDates": {
            "type": "array",
            "items": { "type": "string", "format": "date-time" }
          },
          "isRepeated": { "type": "boolean" },
          "planTaskTemplateMeta": {
            "$ref": "#/components/schemas/SimplePlanTaskTemplateMeta"
          },
          "type": {
            "type": "string",
            "enum": ["content", "upload", "milestone", "deadline"]
          },
          "timeAllocation": { "type": "integer" },
          "isSubTask": { "type": "boolean" },
          "video": { "$ref": "#/components/schemas/SimpleVideo" },
          "startDateTime": { "type": "string", "format": "date-time" },
          "endDateTime": { "type": "string", "format": "date-time" }
        }
      },
      "SimplePlanTask": {
        "type": "object",
        "required": [
          "title",
          "description",
          "isRepeated",
          "planTaskTemplateMeta",
          "type"
        ],
        "properties": {
          "title": { "type": "string" },
          "description": { "type": "string" },
          "exactDueDate": { "type": "string", "format": "date-time" },
          "exactRecurringDates": {
            "type": "array",
            "items": { "type": "string", "format": "date-time" }
          },
          "dueDate": { "type": "string", "format": "date-time" },
          "recurringDates": {
            "type": "array",
            "items": { "type": "string", "format": "date-time" }
          },
          "isRepeated": { "type": "boolean" },
          "planTaskTemplateMeta": {
            "$ref": "#/components/schemas/SimplePlanTaskTemplateMeta"
          },
          "type": {
            "type": "string",
            "enum": ["content", "upload", "milestone", "deadline"]
          },
          "timeAllocation": { "type": "integer" },
          "subTasks": {
            "type": "array",
            "items": { "$ref": "#/components/schemas/SimplePlanSubTask" }
          },
          "video": { "$ref": "#/components/schemas/SimpleVideo" },
          "startDateTime": { "type": "string", "format": "date-time" },
          "endDateTime": { "type": "string", "format": "date-time" }
        }
      },
      "SimplePlanPhaseTemplateMeta": {
        "type": "object",
        "required": ["startsAtWeek", "numberOfWeeks"],
        "properties": {
          "startDate": { "type": "string", "format": "date-time" },
          "endDate": { "type": "string", "format": "date-time" },
          "startsAtWeek": { "type": "integer" },
          "numberOfWeeks": { "type": "integer" }
        }
      },
      "SimplePlanPhase": {
        "type": "object",
        "required": ["title", "planPhaseTemplateMeta", "tasks"],
        "properties": {
          "title": { "type": "string" },
          "planPhaseTemplateMeta": {
            "$ref": "#/components/schemas/SimplePlanPhaseTemplateMeta"
          },
          "tasks": {
            "type": "array",
            "items": { "$ref": "#/components/schemas/SimplePlanTask" }
          },
          "video": { "$ref": "#/components/schemas/SimpleVideo" }
        }
      },
      "SimplePlan": {
        "type": "object",
        "required": ["title", "phases", "exactStartDate", "exactEndDate"],
        "properties": {
          "title": { "type": "string" },
          "brandVoiceQuestions": {
            "type": "array",
            "items": { "$ref": "#/components/schemas/SimpleBrandVoiceQuestion" }
          },
          "phases": {
            "type": "array",
            "items": { "$ref": "#/components/schemas/SimplePlanPhase" }
          },
          "exactStartDate": { "type": "string", "format": "date-time" },
          "exactEndDate": { "type": "string", "format": "date-time" },
          "video": { "$ref": "#/components/schemas/SimpleVideo" }
        }
      },
      "JSONBody": {
        "type": "object",
        "required": ["plan"],
        "properties": {
          "plan": { "$ref": "#/components/schemas/SimplePlan" },
          "workspaceUid": {
            "type": "string",
            "description": "UID for the target workspace (auto-assigned if omitted)."
          },
          "timezone": {
            "type": "string",
            "description": "IANA timezone string, e.g. Europe/London (default if missing)."
          },
          "email": {
            "type": "string",
            "description": "Optional user email for logging only. Not required for API call."
          }
        }
      },
      "CreatedPlan": {
        "type": "object",
        "properties": {
          "id": {
            "type": "string",
            "example": "cDWueRDYBqUfF72iPK1b"
          },
          "url": {
            "type": "string",
            "format": "uri",
            "description": "API-returned link; may be /plan/{id}."
          },
          "planUrl": {
            "type": "string",
            "format": "uri",
            "description": "Human URL preferred for display; should be /my-plans/{id}."
          }
        }
      },
      "ApiError": {
        "type": "object",
        "properties": {
          "error": {
            "type": "object",
            "properties": {
              "code": { "type": "string" },
              "message": { "type": "string" },
              "fields": {
                "type": "object",
                "additionalProperties": { "type": "string" }
              }
            }
          }
        }
      }
    }
  },
  "paths": {
    "/api/ai/gen-plan-via-custom-gpt": {
      "post": {
        "operationId": "generatePlanViaGPT",
        "summary": "Import a complete plan (phases, tasks, subtasks, videos, and dates).",
        "description": "Accepts a validated plan object, auto-handles splitting for large plans (>40 tasks or >3 phases) before upload. Timezone defaults to Europe/London if not provided.",
        "security": [{ "bearerAuth": [] }],
        "requestBody": {
          "required": true,
          "content": {
            "application/json": {
              "schema": { "$ref": "#/components/schemas/JSONBody" }
            }
          }
        },
        "responses": {
          "200": {
            "description": "OK",
            "content": {
              "application/json": {
                "schema": { "$ref": "#/components/schemas/CreatedPlan" }
              }
            }
          },
          "201": {
            "description": "Created",
            "content": {
              "application/json": {
                "schema": { "$ref": "#/components/schemas/CreatedPlan" }
              }
            }
          },
          "400": {
            "description": "Validation error",
            "content": {
              "application/json": {
                "schema": { "$ref": "#/components/schemas/ApiError" }
              }
            }
          },
          "401": { "description": "Unauthenticated" },
          "403": { "description": "Unauthorised" }
        }
      }
    }
  }
}

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