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.
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).
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.
Teach it each of your 3-5 common jobs the same way, one at a time.
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.
Between jobs, message the bot in the Grok Bot app: 'Create an invoice for [customer], [service], [date].' Check the preview and reply 'send'.
Once a week ask it for a list of everything it did in the software, and correct anything that looks wrong.
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.
From https://usecasy.com/use-case/grokbot-runs-your-business-software/ · Guide checked 16 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).