🎯 What you'll have at the endYou'll have a Grok Bot that knows how to use the software you run your business on, so you can say 'invoice the Lee job' from your phone and check it before it goes.

⚡ One-click install

Checked install pages (app stores, official sites and template pages): tap to get it straight away.

⬇️ Get Grok Bot on iPhoneApp Store ⬇️ Get Grok Bot on AndroidGoogle Play ⬇️ Download for desktopOfficial download page

🧰 Before you start

Grok Bot (install buttons on this page)
The web address and a login for your business software (ideally a separate staff login with limited rights)
A list of the 3-5 jobs you do most in it (invoice, new booking, move a date, update prices)

⏱️ Time needed1-2 hours, then a few minutes a day

💵 Rough costYour Grok Bot plan

🪜 Step by step

🐣 Beginner mode: showing the 6 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 7.

✅ 0 of 7 steps done 📄 Printable page

1
☐
Create a bot for your software
In Grok Bot, create a new bot and give it a name (the source owner called his 'Manny'). Tell it this bot only looks after your business software.
Mark as done
2
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Sign it in once
Ask the bot to open your software in its browser. Log in yourself when it asks (use a staff login, not the owner login, if your software allows).
Mark as done
3
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Show it one job
Walk it through one task step by step, e.g. creating an invoice. Ask it to write the steps down as a saved skill (a reusable recipe) so it can repeat them.
Mark as done
4
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Repeat for your top jobs
Teach it each of your 3-5 common jobs the same way, one at a time.
Mark as done
5
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Set your safety rule
Tell it: 'Always show me the customer, amount and line items and wait for my OK before sending anything to a customer.' The source doesn't mention a check, so add your own.
Mark as done
6
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Use it from your phone
Between jobs, message the bot in the Grok Bot app: 'Create an invoice for [customer], [service], [date].' Check the preview and reply 'send'.
Mark as done
7
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Optional: review weekly
Once a week ask it for a list of everything it did in the software, and correct anything that looks wrong.
➕ Extra step: hidden in 🐣 Beginner mode Mark as done

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Teach the bot a job

You are [bot name], my assistant for [software name] at [web address]. I'm going to show you how to [task, e.g. create and send an invoice]. Watch each step, then write it down as a saved skill called '[task name]'. Note which fields are required and what to do if something is missing. Never delete records. Ask me whenever you're not sure.

💬 Daily job from the road

Please [create an invoice / make a booking / move a job] in [software] for [customer name]: [service], [date], [price or 'use the price list']. Show me the customer, amount and line items, and wait for my 'send' before anything goes to the customer. Flag any missing or changed billing details.

⚠️ Tips & common mistakes

Use a login with the fewest rights the bot needs; never give it your bank login.
The owner says he's still training it and it's sometimes frustrating: expect a learning period.
Keep a weekly check of what it changed, especially prices.