Codex · June 2026 · Free Guide

WHICH CODEX PLUGIN IS FOR YOUR JOB

OpenAI just launched 6 role-specific plugins inside Codex — and none of them require coding. Here's the complete breakdown of which plugin works for your specific job, what it connects to, and exactly how to access it today.

By Unnati · @aiwithunnati · aiwithunnati.com
Step One

HOW TO ACCESS CODEX TODAY

1
Go to ChatGPT

Visit chatgpt.com and log in. You need a paid plan — ChatGPT Plus, Business, or Enterprise. Plus costs $20/month.

2
Open Codex

In the left sidebar, look for "Codex" — it appears as a separate section below your chats. Click it to open the Codex workspace.

3
Find Plugins in the Sidebar

Inside Codex, click the sidebar icon (top left). You'll see "Plugins" listed. Click it to browse all available role-specific plugins.

4
Select Your Role Plugin

Choose the plugin that matches your job from the list below. Click "Install" or "Activate." It takes less than 30 seconds — no technical setup needed.

5
Connect Your Tools

After activating, Codex will ask you to connect the apps it needs (Figma, Salesforce, Snowflake, etc.). Each connection uses standard OAuth login — just click "Allow" on each one.

6
Start With a Text Instruction

Type exactly what you want done in plain English. Example: "Pull last month's sales data from Salesforce and create a summary report." No code. No technical commands.

Note: Codex plugins are available to ChatGPT Plus, Business, and Enterprise users. If you don't have a paid plan, ChatGPT Plus at $20/month is the most affordable entry point. A free trial may be available — check chatgpt.com/pricing for current offers.

The 6 Plugins

FIND YOUR JOB ROLE BELOW

DATA ANALYTICS

Plugin 1
For: Analysts · Business Teams · Data Managers · Operations

This plugin connects to your data sources and does the analysis for you. You type what you want to understand — it pulls the data, finds patterns, and builds the report. No SQL. No Excel formulas.

Connects to:
Snowflake Databricks Genie Hex Tableau
What it does:
  • Explores your product and business data on demand
  • Finds what changed in your key metrics and why
  • Creates visual reports and dashboards automatically
  • Answers data questions in plain English — no coding needed

CREATIVE PRODUCTION

Plugin 2
For: Marketers · Designers · Content Creators · Brand Teams

You give it a campaign brief. It turns it into a full set of reviewable creative assets — campaign boards, ad variations, product image sets. Connected directly to the design tools you already use.

Connects to:
Figma Canva Shutterstock Picsart Fal
What it does:
  • Turns a written brief into campaign boards and visual assets
  • Creates multiple display ad variations in one go
  • Generates product image sets for different formats
  • Works inside Figma and Canva — no switching apps

SALES

Plugin 3
For: Sales Teams · Account Managers · Business Development

This plugin connects to your CRM and communication tools to handle the research, preparation, and follow-up work that takes hours every day. You focus on the conversation — it handles everything else.

Connects to:
Salesforce HubSpot Slack Outreach Clay Rox
What it does:
  • Identifies your highest-priority accounts automatically
  • Prepares meeting briefs and talking points before calls
  • Writes and sends follow-up emails after meetings
  • Updates CRM records and flags at-risk deals

PRODUCT DESIGN

Plugin 4
For: Product Designers · UX Designers · Product Managers

Takes your early ideas and moves them toward prototypes. Review user flows, generate interactive prototypes from a live URL, and turn static screenshots into interactive designs — all inside Figma.

Connects to:
Figma Canva
What it does:
  • Reviews and improves user flows with AI suggestions
  • Creates interactive prototypes from a URL or screenshot
  • Turns static designs into clickable prototypes in Figma
  • Speeds up early-stage design iteration dramatically

PUBLIC EQUITY INVESTING

Plugin 5
For: Equity Analysts · Investment Researchers · Finance Students

Built for anyone who needs to research stocks and companies quickly. Reviews earnings, compares companies side by side, tracks market signals, and tests investment theses — all from a text instruction.

Connects to:
Financial data APIs Market data feeds
What it does:
  • Reviews earnings reports and extracts key insights
  • Compares multiple companies across key financial metrics
  • Tracks signals and flags relevant market movements
  • Tests whether an investment thesis holds up with real data

INVESTMENT BANKING

Plugin 6
For: Investment Bankers · Financial Analysts · Corporate Finance Teams

Handles the research-heavy and document-heavy work in investment banking workflows. Builds financial models, prepares pitch materials, and processes large volumes of financial data faster than any manual process.

Connects to:
Financial databases Document tools
What it does:
  • Researches companies and industries for deal preparation
  • Builds financial models and runs scenario analysis
  • Prepares pitch deck content and executive summaries
  • Processes large financial documents and extracts key data

More plugins coming soon: OpenAI has confirmed that Corporate Finance, Private Equity, Marketing Strategy, Strategy Consulting, and Legal plugins are all on the roadmap. An open ecosystem is planned where third-party partners will also build and deploy plugins inside Codex and ChatGPT.

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