Log in to your phone provider and look for 'call recording', 'transcripts' or 'email recordings'. Turn it on and add a short recorded notice so callers know.
Open Grok Bot, tap + (New chat) then Create new Bot. Give it a name that says the job, so you always know who does what.
Paste the 'Call summariser' prompt. When asked, connect your email (where recordings arrive) and Slack or Teams.
Make a test call to your business line, then ask the Bot to summarise it. Check the to-dos are right and the right person is tagged.
Paste the 'Local lead spotter' prompt. Name the forums or groups where locals ask for recommendations (e.g. your city's subreddit or a public community page).
When the Bot flags a post, reply yourself in a helpful, non-salesy way. Don't let a Bot post for you in community groups.
When a new call recording or transcript arrives in my email from [phone provider], write a summary in our [Slack channel]: - Who called and their number - What they want, in one line - Any address, date or price mentioned (MYR) - To-dos, each tagged to the right person: [name = role, name = role] If it sounds like an urgent job or a complaint, tag me at the top. Keep it under 8 lines. Never call or text the customer yourself.💬 Local lead spotter
Every day at [9 a.m.], check [list of public forums/groups] for new posts from people in [town/area] asking for [your service]. Send me the links with one line each on why it's a good fit and a suggested friendly reply I could post myself. Do not post, comment or message anyone.
From https://usecasy.com/use-case/grokbot-calls-and-local-leads/ · Guide checked 15 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).