32-lesson course · about 10 hours

Grok Bot for CEOs: let Bots prepare the standing work while you make the call

For CEOs, founders, managing directors, business owners and senior leaders

Everything for CEOs

Set up Grok Bot with the least access that works. Then build four Bots for your leadership work, put them on tested routines and approve each draft before it reaches anyone else.

Try lesson 1 freeSee what you’ll learn

What you’ll be able to do

By the end, you can…

Know whether Grok Bot fits the jobFor any piece of recurring work, you'll decide whether it belongs with Grok Bot, a Custom Agent in Grok chat or a bot built on the Grok API. You'll also know which plans include Grok Bot as of 28 October 2026: Premium, Super, Ultra or a Teams seat. Free and the $8 Plus plan don't include it.
Set it up with least-access defaultsInstall Grok Bot and sign in. Switch off the send, post, delete and payment tools you don't need, and add Ask first rules for risky actions. Set Execution on this computer to Never allow, keep cards out of Vault, keep Pages private and turn notifications on.
Write instructions a stranger could followGive each Bot one job, its approved sources, the people who decide, the actions that always need your approval, and a rule to stop and report when data is missing or conflicting. Then save a corrected hand run as a reusable skill.
Run four Bots on tested routinesBuild a market-signal watch, an operating review that turns numbers into questions, a scenario Bot that compares versioned assumptions and can propose but never commit, and a decision log that drafts follow-ups and escalations for your approval.
Share safely, or decide not toBefore you share a Bot with your team or bring it into Slack, check which accounts, files, secrets and skills go with it. Board, acquisition and people matters stay on a private personal Bot.
Review what your Bots didUse run history, work logs, source links, UNVERIFIED labels and usage to catch stale inputs, invented figures, duplicate follow-ups and unapproved drafts before anything reaches another person.

How it works

A tutor that meets you where you are

  1. Hands-on lessons that adapt to your levelEach of the 32 lessons is a tutorial you follow with Grok Bot open. Every lesson gives you a goal, what you need first, numbered steps, prompts you can copy and paste, a worked example from leadership work, and a checkpoint. The lessons adjust to what you already know, so a first-time agent user and a seasoned chat user each start where it makes sense for them.
  2. An AI tutor you can ask anythingAsk questions by typing or out loud. You might ask how to word an Ask first rule for your calendar, or why your routine didn't run. The tutor works one-on-one with you, using your own situation.
  3. Quizzes and flashcards tied to each lessonShort quizzes and flashcards help the settings, the instruction formula and the review checks stick, so you can use them without going back to the notes.
  4. Progress tracking and a certificateYou can see where you are across the nine modules and pick up where you left off. You get a certificate of completion when you finish.

Curriculum

The curriculum

The course runs in nine modules, in the order you'd do the work. First you decide whether Grok Bot fits and set it up safely. Then you write instructions, put skills on routines and build four Bots one at a time. The last two modules cover sharing with your team and reviewing what your Bots did.

Module 1Is Grok Bot Right for This Work?3 lessons

  1. 1Delegate the Preparation, Own the Call
    • Separate a decision you must make from the preparation a Bot can do
    • Sort tasks into three tiers: prepare, propose and approve
    • Choose one piece of your own recurring leadership work to build around
  2. 2Grok Bot, Custom Agents and API Bots: Which Fits
    • Describe how a Bot works: a shared cloud computer, memory, connected apps, skills and routines
    • Choose between Grok Bot, a Custom Agent and an API-built bot for a given task
    • Tell Grok Bot apart from @grok and @bot on X
  3. 3Plans, Platforms and Beta Status as of 28 October 2026
    • Identify whether your current plan includes Grok Bot
    • Choose a device setup that supports testing routines and teaching tasks
    • Find the official pricing, docs and changelog pages

Module 2Install and Set Up Safely5 lessons

  1. 4Decide Which Accounts and Data Your Bot May Touch
    • Choose a least-privilege or separate work account for the Bot
    • List the material that must never reach the Bot without written approval
    • Draft the questions to take to IT or legal
  2. 5Install, Sign In and Create Your First Bot
    • Install Grok Bot from an official source and sign in
    • Create and name a Bot with one job
    • Resolve a sign-in loop or Privacy Mode (Legacy) error
  3. 6Connect Apps and Switch Off Tools You Don't Need
    • Connect an app and confirm it is signed in, not just installed
    • Turn off send, post, delete and payment tools none of your Bots needs
    • Handle an SSO, CAPTCHA or two-factor step by taking over the computer
  4. 7Set Auto-review, Ask First Rules and Local Execution
    • Write Ask first rules for sending, posting, publishing, purchasing, deleting and permission changes
    • Set Execution on this computer to Never allow
    • Explain what Auto-review does not cover
    • Read an approval card and choose Allow once, Always allow or Deny
  5. 8Vault, Pages, Notifications and Clean-up Defaults
    • Keep payment cards out of Vault and add an Ask first purchase rule
    • Set Pages to Only you for confidential work
    • Turn on notifications so approvals don't expire

Module 3Write Instructions a Stranger Could Follow4 lessons

  1. 9The Request Formula: Outcome, Sources, Constraints, Deliverable, Stop Points
    • Write a request with all five parts
    • Rewrite a vague topic as a repeatable outcome
    • End every request with a no-action line
  2. 10Write a Bot's Setup Message
    • Write a setup message from the official template for one job
    • Name the people who decide and the actions that always need approval
    • Check what the Bot remembered
  3. 11Tag Every Claim: Sources, Assumptions and UNVERIFIED
    • Write instructions that require a source or an assumption label on every claim
    • Spot an output that smooths over a gap
    • Ask for the evidence that proves a run worked
  4. 12Run It by Hand, Correct It, Save It as a Skill
    • Correct a hand run until the output meets your standard
    • Save a skill that includes inputs, steps, checks, output format and approval rules
    • Review and edit a skill drafted by Teach a task

Module 4Put Skills on Routines3 lessons

  1. 13Turn a Skill into a Routine
    • Write a routine request with schedule, source, output and no-action line
    • Set the Bot's time zone
    • Choose between a schedule and an event trigger
  2. 14Test, Pause and Handle a Missing Source
    • Run a routine's Test on desktop with safe inputs
    • Pause, resume, edit or delete a routine
    • Diagnose why a routine didn't run
  3. 15Limits, Usage and the Weekly Pool
    • Estimate which schedules and triggers will use the most usage
    • Set a sensible frequency for each routine
    • Stop Bots chattering with each other

Module 5Bot 1: The Market-Signal Watch3 lessons

  1. 16Define the Signal Watch Before You Build It
    • Write the leadership question the watch answers
    • List approved sources and what's out of bounds
    • Write a setup message for a Market Watch Bot
  2. 17Run the Watch by Hand and Separate Fact from Interpretation
    • Run the first digest and check every item has a date and link
    • Correct items that mix fact with speculation
    • Save the corrected digest as a skill
  3. 18Seed Test Items, Then Schedule the Weekly Watch
    • Seed a duplicate, an outdated item and a material change, and check the Bot's handling
    • Schedule and Test the weekly routine
    • Fix a digest that has drifted into a news feed

Module 6Bot 2: The Operating Review4 lessons

  1. 19Agree Metric Definitions and Periods First
    • Write a metric register with definition, period label, source and data owner
    • Identify where sales and operations define a metric differently
    • Add the register to the Bot's sources
  2. 20Build the Operating Review Morning Brief
    • Run the morning brief by hand from mail, Slack and calendar
    • Rank items by your stated priorities
    • Schedule and Test the brief with a disconnected-source rule
  3. 21Turn the Numbers into Questions
    • Write a numbers-check request that cites file and cell for every figure
    • Rewrite a causal claim as a question to the data owner
    • Build a private numbers-check Page
  4. 22Pause on Clashing Definitions, Then Schedule the Review
    • Seed a clashing definition and a mismatched period label and check the Bot pauses
    • Schedule and Test the operating review routine
    • Spot stale inputs in a review

Module 7Bots 3 and 4: Scenarios and the Decision Log5 lessons

  1. 23Set Up Approved Assumption Sets as Versions
    • Build an assumption-set sheet with version, owner, approval status and date
    • Write the rule that the Bot reads versions and never edits them
    • Turn off Sheets edit tools on your account, or add an Ask first rule for any sheet edit
  2. 24Build the Scenario Bot: Propose, Never Commit
    • Write a scenario Bot setup with a never-commit line
    • Run a comparison between two assumption versions
    • Confirm the Bot halts when the hiring date can't meet the start date
    • Schedule and Test the comparison routine
  3. 25Draft a One-Page Decision Memo with Options
    • Request a one-page memo limited to named sources
    • Check that the options really differ
    • Use a skeptical-board-member prompt to test the recommendation
  4. 26Build the Decision Log Bot
    • Define the decision-log fields
    • Log the contract decision with versions
    • Query the log before the next similar decision
  5. 27Draft Follow-ups and Escalations for Approval
    • Schedule a dependency check that drafts follow-ups
    • Approve or discard a draft follow-up
    • Prevent duplicate follow-ups across runs

Module 8Share with Your Team and Slack2 lessons

  1. 28What a Shared Bot Brings with It
    • Audit a Bot's attachments before sharing
    • Explain whose accounts and usage a shared Bot uses
    • Decide which Bots must never be shared
  2. 29Share a Team Bot and Bring It into Slack
    • Share a Bot with Collaborator or Manager roles
    • Connect a Team Bot to Slack
    • Handle Slack approval cards

Module 9Review What Your Bots Did3 lessons

  1. 30Read Approval Cards and Drafts Before You Say Yes
    • Read an approval card's operation and inputs before approving
    • Choose between Allow once, Always allow and Deny
    • Ask the Bot to explain an unclear action
  2. 31Check Run History, Work Logs and Evidence
    • Inspect a routine's run history and the Bot's work log
    • Spot-check figures against their cited cells
    • Find stale inputs, invented figures and duplicate follow-ups
  3. 32Usage, Clean-up and Your Weekly Review Routine
    • Check usage against the weekly pool and adjust frequencies
    • Clean sensitive files and sessions
    • Write your own weekly Bot-review checklist

Who it’s for

Made for you if…

Made for: CEOs, founders, managing directors, business owners and senior leaders

CEOs and founders who carry the big calls

Say you're deciding on a large customer contract while capacity is uncertain and the board chair wants a view by Friday. You want the evidence, the comparisons and the follow-up drafts prepared without giving up the decision or the conversation with the people responsible.

Managing directors and business owners without a large staff

You run the weekly operating review and track commitments yourself. Bots on routines can prepare the source-linked groundwork while you're away, under approval rules you set.

Senior leaders who already use a chat assistant

You've used ChatGPT or Grok chat, but you haven't yet given an AI agent standing work, connected it to your accounts or put it on a schedule. This course takes you through each of those steps safely, with no coding.

Questions

Good to know

Do I need a Grok Bot plan to take this course?

Yes. The course doesn't include a Grok Bot subscription. As of 28 October 2026, new customers get Grok Bot with Premium, Super or Ultra, or with a Teams seat. Free and the $8 Plus plan don't include it. Note that the older SuperGrok Plus plan is a different product and does include it. Plans and prices change, so check x.ai/pricing before you buy.

Do I need to know how to code?

No. You set up and instruct your Bots by writing to them in plain language. The course explains how API-built bots differ, but it doesn't teach you to code one.

What device do I need?

A desktop or laptop running macOS, Windows or Linux. You can approve actions and pause routines from a phone, but testing routines and teaching tasks by demonstration only work on desktop.

Will my Bots send emails or make commitments without me?

Not if you use the settings the course teaches. You turn off the tools a Bot doesn't need, add Ask first rules for sending, posting, publishing, purchasing, deleting and permission changes, and keep follow-ups as drafts for your approval. The course is also clear about the limits: Auto-review doesn't check everything, and an approval stops an action before it runs but can't undo one that has already happened.

Is it safe to use for board, acquisition or employee matters?

The course teaches you to keep that material on a private personal Bot, never on a shared Bot, a public template or a link-shared Page. It also teaches you to check your company's rules on approved cloud tools first. Module 2 helps you prepare the questions to take to IT or legal. The course is not legal advice on disclosure, material non-public information or employment law.

Grok Bot is in beta. Will the screens match the lessons?

Not always. Menu labels have changed between app versions. Where a label may differ, the lessons say so and describe the step in general terms. They also point you to the official docs and changelog.

Does the course cover Custom Agents in Grok chat or Slack bots built on the API?

Only so you can choose between them and Grok Bot. Step-by-step setup of Custom Agents isn't covered, because their menu paths and limits aren't officially documented. Coding your own API bot isn't covered either. For Slack, the course teaches the no-code route: a Team Bot brought into your team's Slack.

Grok Bot for CEOs: four Bots on routines you approve

$97

One payment · lifetime access

  • 32 hands-on lessons in 9 modules, with steps, copy-paste prompts and checkpoints
  • Least-access setup: app tools, Ask first rules, local execution, Vault, Pages and notifications
  • Four complete Bot builds: market-signal watch, operating review, scenario comparison and decision log
  • Guidance on sharing Team Bots, bringing a Bot into Slack and reviewing run history and evidence
  • An AI tutor you can ask by typing or out loud, plus quizzes and flashcards for every lesson
  • Progress tracking and a certificate of completion (Grok Bot plan sold separately)

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Refunds: Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.

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