Put your project prep and follow-up on Grok Bot routines you control

Module 1Does Grok Bot Fit Your Project Work?3 lessons

1. 1What Grok Bot Is and Who Makes It

   • Describe what a Bot can do on its cloud computer and in connected apps
   • Explain why Bots on one account are not separated from each other
   • Name the maker correctly and find the official product, docs and pricing pages
2. 2Grok Bot, Custom Agents and API Bots: Telling Them Apart

   • Distinguish Grok Bot, a Grok Custom Agent and an API-built bot by what each can do
   • Choose which of the three suits a given piece of recurring project work
   • Explain how @grok and @bot on X relate to Grok Bot
3. 3Does Your Recurring Work Suit a Bot?

   • Break a one-line request into the recurring jobs behind it
   • Choose which jobs suit a Bot and which decisions stay with you
   • Write a one-line job statement for each candidate Bot

Module 2Plans, Usage and Client Rules Before You Start3 lessons

1. 4Plans, Prices and the Weekly Usage Pool

   • Identify whether your current plan includes Grok Bot
   • Explain how routine runs and Bot replies draw on the weekly pool
   • Judge which planned schedules and triggers risk using up a week's usage
2. 5Client Confidentiality, Consent and What Never to Connect

   • List the permissions you need before connecting work accounts or real client data
   • Spot client-confidential and personal data that must stay out of a Bot
   • Decide when to use the sample project instead of real material
3. 6Planning Your Bot Roster: One Bot per Job and per Engagement

   • Draft a roster of Bots, each with one primary job
   • Plan folder separation for each client in /workspace
   • Choose which work belongs in a personal Bot and which in a Team Bot

Module 3Install and Set Up Grok Bot with the Least Access That Works5 lessons

1. 7Install, Sign In and Create Your First Bot

   • Install Grok Bot on macOS, Windows or Linux and sign in
   • Create a named Bot from the sidebar
   • Name what you can do only on the desktop app and what also works on a phone
2. 8Connect Only the Apps a Bot Needs

   • Connect an app through Connect apps and confirm it is authorized
   • Choose read-mostly sources for each planned Bot
   • Handle website sign-ins without pasting secrets into chat
3. 9Switch Off App Tools You Don't Need

   • Find an app's individual tools from the connected count in Connect apps
   • Disable the send, post, delete and payment tools a Bot doesn't need
   • Explain why blocking an app doesn't block that service's website
4. 10Auto-review and Ask First Rules for Sending, Posting, Deleting and Buying

   • Find Auto-review or Permissions in Settings on your app version
   • Write Ask first rules for sending, posting, publishing, deleting, purchasing and changing permissions
   • Read an approval card and choose Allow once, Deny or Not now
   • Explain what approvals don't cover
5. 11Local Execution, Vault, Payments and Notifications

   • Set Execution on this computer to Never allow
   • Explain why no card should be saved in Vault
   • Turn on notifications so approvals don't expire

Module 4Writing a Bot's Instructions4 lessons

1. 12The Request Formula: Outcome, Sources, Constraints, Deliverable, Stop Points

   • Write a request with all five parts
   • Rewrite a vague request into one with a clear finish line
   • Add a no-action line to every request
2. 13The Bot Setup Message

   • Write a setup message using the official structure
   • State who decides what and which actions need approval
   • Add a rule to stop and report when data is missing
3. 14Guardrail Phrases for Professional Work

   • Add draft-only, UNVERIFIED and data-not-instructions lines to instructions
   • Explain why prompt injection is controlled with approvals, not prompts alone
   • Use a quiet-when-nothing-is-new rule
4. 15Checking Memory and Test-Driving Your Instructions

   • Review a Bot's memory with 'What do you remember about me?'
   • Run a safe trial task and check it against the setup message
   • Explain why memory is not a source of truth

Module 5From Chat Task to Tested Routine3 lessons

1. 16Save a Finished Task as a Skill

   • Save a working process as a named skill
   • Check the saved skill for approval rules and output format
   • Describe when Teach a task helps
2. 17Build a Routine: Schedule, Time Zone, Input, Output and Failure Rule

   • Write a routine request with owner, schedule, time zone, input, output and failure rule
   • Set the Bot time zone
   • Choose between a schedule and an event trigger
3. 18Test, Pause and Manage Routines

   • Run Test on a routine with safe inputs
   • Pause, edit or delete a routine from the Details tab
   • Diagnose why a routine didn't run

Module 6Bots for Preparation and Evidence4 lessons

1. 19Meeting and Request Brief Bot: Build the Brief

   • Set up a Meeting Brief Bot for one engagement
   • Produce a linked one-page brief for a meeting
   • Separate the stated request from assumptions and missing facts in the brief
2. 20Put the Meeting Brief on a Routine

   • Save the meeting brief as a skill
   • Schedule and test a weekday brief routine
   • Fix a brief that pulls in the wrong meetings
3. 21Evidence Watch Bot: Source Table and Last Accepted Version

   • Ask for a source table before any synthesis
   • Record the last accepted version of each source
   • Write a sourced synthesis that keeps facts, estimates and interpretation apart
4. 22Evidence Watch: Surface Conflicts Instead of Rewriting

   • Write a routine that compares sources against the last accepted versions
   • Surface a conflict without merging it into the brief
   • Spot duplicate or irrelevant change reports
   • Save, schedule and test the evidence watch routine

Module 7Bots for Actions and Status4 lessons

1. 23Action Follow-through Bot: Extract Actions from Approved Notes

   • Extract actions with owner, task, due date and a source quote
   • Flag actions with no owner instead of filling one in
   • Prevent repeated inputs from creating repeated actions
2. 24Reminders Held for Send and Weekly Past-Due Checks

   • Schedule reminder drafts that wait for approval
   • Send or discard a held draft from its card, and ask the Bot in chat to revise it
   • Write a weekly past-due check with evidence of progress
3. 25Weekly Status and RAID Log Bot

   • Draft a weekly status with RAG status and reason
   • Update a RAID log with dated, owned and sourced items
   • Keep the Bot read-only in the project tools
4. 26Catching Silent Slips and Scheduling the Status Pack

   • Compare this week's status with last week's to find silent slips
   • Schedule and test a weekly status routine
   • Release the status pack yourself after review

Module 8Sharing a Team Bot2 lessons

1. 27Share a Team Bot: Roles and What Comes Attached

   • Set up a fresh internal Team Bot rather than sharing an engagement Bot
   • Share a Bot with chosen people or the team
   • Choose between Collaborator and Manager roles
   • Check a Bot's apps, secrets, skills and files before sharing
2. 28Bring a Team Bot to Slack: Accounts, Usage and Deletion

   • Connect a Team Bot with Bring to your team's Slack
   • Explain whose apps and usage each reply uses
   • Handle Slack approval cards correctly

Module 9Reviewing Bot Work and Closing an Engagement3 lessons

1. 29Run History, Evidence and Approval Cards

   • Check a routine's run history and the Bot's work log
   • Ask for the evidence a review needs
   • Read an approval card before allowing it
2. 30Catch Duplicates, Inferred Commitments and Quiet Scope Changes

   • Spot duplicate reports and repeated tasks or messages
   • Spot inferred owners or dates shown as agreed
   • Spot a revision that expands scope or drops an accepted requirement
3. 31Engagement End: Clean Up, Sign Out and Revoke

   • Remove client files from /workspace
   • Sign out of sites and revoke app access in the source services
   • Pause or delete routines and Bots for a finished engagement