How to Set Up and Use Dot Copilot on iPhone: A Step-by-Step Guide

Dot Copilot can works seamlessly on iPhones! By integrating with iOS Shortcuts, you can activate Dot Copilot with a simple double-tap gesture on your iPhone's back. This guide will walk you through the installation and setup process, including entering your license key, binding Dot Copilot to gestures, and making the most of its features.

Download Link: https://dotcopilot.ai/shortcut/install

Step 1: Install the Dot Copilot Shortcut

Install the Dot Copilot Shortcut
  1. Download the Dot Copilot Shortcut:
    • Visit download link to install the iOS Shortcut.
    • Tap the Get Shortcut and open it in the Shortcuts app.
  2. Add the Shortcut to Your Library:
    • Tap Set Up Shortcut to save Dot Copilot to your Shortcuts Library.
  3. Input Your License Key:
    • Get your license key at page My License Key.
    • When prompted during installation, enter your Dot Copilot license key.
    • This step verifies your account and activates the assistant.

Step 2: Bind Dot Copilot to Back Tap Gesture

Dot Copilot can be triggered with a simple double-tap on the back of your iPhone using the Back Tap feature. Here's how to set it up:

open settings appselect accessibilityselect back tapselect double tap
  1. Enable Back Tap:
    • Open the Settings app on your iPhone.
    • Go to Accessibility -> Touch -> Back Tap.
  2. Assign Dot Copilot to Back Tap:
    • Choose Double Tap or Triple Tap (depending on your preference).
    • Scroll down and select Run Shortcut.
    • Find and select the Dot Copilot shortcut from your list.
  3. Test the Gesture:
    • Double-tap or triple-tap the back of your iPhone to activate Dot Copilot.
    • The assistant should launch, ready to assist with screen recognition, automation, or other tasks.

Step 3: Create Custom Actions for Dot Copilot

Dot Copilot allows you to create custom actions tailored to your needs. Here's how to set them up:

  1. Visit the Dot Copilot Shortcuts Page:
  2. Create a New Custom Action:
    • Click on the "Create Action" button.
    • Enter a Name for your custom action.
    • Write a Prompt that describes what the action should do.
    • You need enable this new action, Once enabled, you can use it on your phone.
  3. Link Private Data (Optional):
    • If you've set up private data (see Step 5), you can link it to your custom action.
    • Select the relevant private data from the private data list.
  4. Save and Test:
    • Click "Save" to create your custom action.
    • Test the action by activating Dot Copilot and using the custom command.

Step 4: Set Up Private Data for Dot Copilot

You can enhance Dot Copilot's capabilities by adding private data. Here's how:

  1. Access the Private Data Page:
  2. Create New Private Data:
    • Click on "Add Private Data".
    • Choose a name for your private data set.
  3. Add Text Data:
    • Select "Plain Text" as the data type.
    • Enter or paste your private text data.
  4. Import Data from URL:
    • Alternatively, select "Import from URL" as the data type.
    • Enter the URL of the data you want to import.
    • Dot Copilot will fetch and process the data from the provided URL.
  5. Save and Confirm:
    • Click "Save" to add your private data.
    • Verify that your data appears in the list of available private data sets.

Remember, you can link this private data to your custom actions (created in Step 4) to make Dot Copilot even more powerful and personalized.

Step 5: Using Dot Copilot To Track Expenses With Google Sheet

Dot Copilot can be your expenses tracker, it help you extract data from receipts and automatically upload it into a Google Sheet. Follow these steps:

  1. Grant access to Google Sheet:
    • Create a Google Sheet using the template, template address: Google Sheet Template, Do not change the CashFlow sheet name
    • Share your Google Sheet to email: [email protected] with editor role.
    • Get your Google Sheet ID from the URL: https://docs.google.com/spreadsheets/d/1uJw0kE8okxTUsnHKuWIibasaivLkcW0rr26quY94XkBOo/edit, the blue part is Google Sheet ID.
    • Then go to page /google-sheet-config, Paste Google Sheet ID -> Finally Save.
  2. Activate Dot Copilot:
    • With Dot Copilot set up on your iPhone, you can double-tap the back of your phone to activate it.
    • Then select the Track expenses and deposits item from menu shown.
  3. Process the Receipt:
    • AI will "Take a screenshot" after you choose the action.
    • Dot Copilot will extract key details such as the store name, date, itemized list, and total cost.
    • Dot Copilot will push these data to Google Sheet automatically.
  4. Verify the data:
    • Open the Google Sheet to confirm the data has been correctly formatted and saved.
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