Hand Grok Bot your routine brand prep, and keep every approval yourself

Module 1Is Grok Bot Right for Your Brand Work?3 lessons

1. 1Three Things Called Grok Bots

   • Explain what a Grok Bot is and what its shared cloud computer does
   • Compare Grok Bot, a Custom Agent and an API-built bot on actions, running while you're away, setup and billing
   • Spot the official URLs and avoid look-alike sites such as grok-bots.com
2. 2Does Your Standing Canva Job Fit a Bot?

   • Choose the right option for a given recurring content task and justify the choice
   • List which of your standing jobs (intake, post drafts, resize sets, brand checks, release checks) are preparation work and which need you
   • Write a one-line rule for what never leaves your hands
3. 3Plans, Prices and the Weekly Usage Pool

   • Identify whether a given plan includes Grok Bot
   • Explain how routines and Bot replies draw from the weekly usage pool
   • Check current eligibility and prices on x.ai/pricing before buying

Module 2Setting Up Grok Bot with the Least Access That Works5 lessons

1. 4Before You Install: Accounts, Files and What Never to Connect

   • Choose a separate or least-privilege work account for the Bot
   • List what must never be connected or uploaded in brand work, and why
   • Check that a Cursor account is not on Privacy Mode (Legacy)
2. 5Install, Sign In and Create Your First Bot

   • Install Grok Bot on macOS, Windows or Linux from an official download page
   • Sign in and connect an eligible plan, either a new subscription or a legacy link
   • Create a Bot with a name that states its single job
3. 6Connect Only the Apps Your Brand Work Needs

   • Connect an app and confirm it shows as Installed and signed in
   • Check whether the Canva plugin is available in your own Connect apps
   • Use takeover for a sign-in step without pasting secrets into chat
4. 7Set Approval Rules and Switch Off Tools You Don't Need

   • Write Ask first rules covering publish, share, schedule, export or download (including for a print order) and purchase
   • Disable send, post, delete and payment tools a Bot doesn't need
   • Explain what Auto-review does not cover
5. 8Lock Down Your Computer, Vault and Notifications

   • Configure local execution, traffic routing and Vault to the course's baseline
   • Turn on per-Bot notifications
   • Explain why saved cards are not allowed in this course

Module 3Writing a Bot's Instructions4 lessons

1. 9Prepare the Brief, Facts Sheet and Brand Rules the Bot Reads

   • Write a one-page brief with audience, message, format and action
   • Build a facts sheet in Google Sheets with count, sizes, prices, claims, dates and approvals
   • Write brand rules as four lists: true, fixed, may flex, never ships without you
   • Start a permissions list for photos, fonts, stock and generated elements
2. 10Write the Setup Message: One Job, Sources and Three Settings

   • Write a complete setup message for a brand Bot from your three documents
   • Sort every action the Bot might take into always fine, ask every time or never
   • Write a concrete example of good output
3. 11Guardrails: Data Not Instructions, Blanks Stay Blank

   • Add guardrail lines to a setup message
   • Spot a request in an email or brief that the Bot must treat as data
   • Explain why prompt injection can't be fully prevented and what that means for approvals
4. 12Test Your Instructions on a Safe First Task

   • Run a first task on safe inputs and judge the output against the facts sheet
   • Confirm the Bot stops on a deliberate gap instead of guessing
   • Confirm the Bot treats a planted instruction as data
   • Review and correct the Bot's memory

Module 4Skills and Routines3 lessons

1. 13Save a Working Process as a Skill

   • Save a skill with the save-as-skill prompt
   • Review a saved skill for missing approval limits
   • Decide when Teach a task helps and when to skip it
2. 14Create a Routine: Schedules, Triggers and Time Zone

   • Create a scheduled routine in plain language
   • Choose between a schedule, a Slack trigger and an email trigger for a brand job
   • Set and check the Bot's time zone
3. 15Test, Pause and Budget Your Routines

   • Test a routine on desktop before relying on it
   • Pause, resume, edit and delete a routine
   • Estimate a routine's usage and spot why one didn't run

Module 5Bot 1: Design Request Intake3 lessons

1. 16Build the Design Intake Bot

   • Write the intake Bot's setup message
   • Create a Requests sheet with the required fields
   • Run intake on three sample requests
2. 17Duplicates and Missing Details: Ask at Most Twice

   • Write rules for merging duplicates that keep both requests' decisions
   • Set a two-ask limit that then pauses and flags the owner
   • Test with a duplicate and an incomplete brief
3. 18Put Intake on a Routine with a Friday Summary

   • Save the intake process as a skill
   • Create a trigger-based intake routine
   • Schedule a Friday summary sent privately to you
   • Spot repeat requests that should become templates

Module 6Bot 2: A Week of Product Post Drafts3 lessons

1. 19Draft Seven Posts from the Product Sheet

   • Run the product-post drafting prompt on your sheet
   • Check every price, claim, date and call to action against the sheet
   • Generate alternatives and choose by meaning and reading order
2. 20Create the Designs as Canva Template Copies

   • Create filled copies without touching the masters
   • Choose the plugin route or the browser route based on what you verified
   • Check each copy on a phone at buyer size
3. 21When a Fact Changes: Rerun Only What It Touches

   • Save the post workflow as a skill with a weekly routine
   • Rerun only the affected posts after a price change
   • Escalate a contradiction instead of choosing a value

Module 7Bot 3: Campaign Resize Set and Brand Check3 lessons

1. 22Resize One Master into a Channel Set

   • Run the resize prompt on a duplicated master
   • Stop after thumbnails and approve before the rest are made
   • Name each version so it traces back to the master
2. 23Run a Brand Check That Reports, Not Fixes

   • Run a read-only brand check returning design, issue, location and fix
   • Approve corrected copies only for the items you choose
   • Separate the Bot's report from your own judgment
3. 24Check the Set Yourself and Save It as a Skill

   • Check each export on a phone for readability and reading order
   • Save resize plus brand check as one skill
   • Set a trigger or on-demand routine for new masters

Module 8Bot 4: Release Check After a Late Change3 lessons

1. 25Build the Release Manifest

   • Build a manifest with source link, export file, fact version and approver
   • Set up a read-only release check Bot
   • Run a first check on a clean set
   • Save the release check as a skill and schedule it for launch week
2. 26Thirty Becomes Thirty-Six: Flag Every Stale File

   • Update the facts sheet and run the release check
   • Spot exports whose content contradicts the record
   • List every item missing an approval after the change
   • Return stale items for redoing
3. 27Test on Purpose and Hand Off Between Two Bots

   • Run deliberate failure tests on the release check
   • Confirm pause and resume don't recreate work
   • Set up a two-Bot handoff with a no-publish line

Module 9Sharing Team Bots and Slack2 lessons

1. 28Prepare and Share a Team Bot

   • Audit a Bot's attachments before sharing
   • Share with the team or invited people as Collaborator or Manager
   • Explain whose accounts and usage a Team Bot uses
2. 29Bring the Bot into Slack and Approve There

   • Connect a Team Bot with Bring to your team's Slack
   • Link a teammate's Slack account
   • Approve or deny an action from Slack

Module 10Reviewing What the Bots Did3 lessons

1. 30Review Run History and Evidence

   • Find a routine's run history and the evidence for each run
   • Compare reported results with the actual files
   • List what couldn't be verified
2. 31Press Check: Approve or Return Each Item

   • Approve or return each item with a reason
   • Record the named person who publishes
   • Write the operating rules down as a short client policy
3. 32Clean Up Files, Sessions and Access

   • Clear sensitive files from /workspace
   • Sign out of sites and revoke app access in the source service
   • Remove team access that's no longer needed
   • Pause or delete routines you no longer need