Choose one complete job, such as 'customer order to delivery' or 'tenant enquiry to signed tenancy'. Don't try the whole business at once.
Copy every spreadsheet the job touches into a new folder. The bot works on the copies so nothing real can break.
Use your computer's screen recorder and talk through one real example from start to finish, saying which file you open and why.
Upload the copies and the recording to Grok Bot and paste the prompt below. It will first list duplicates, conflicts and rules it needs you to clarify.
Reply to each question in plain words (e.g. 'stock is counted on Fridays'). This is where the hidden rules in your spreadsheets get written down.
Ask it to replay last month's real jobs through the app and compare totals with your spreadsheets. Look at every mismatch it flags.
Have one staff member use the preview alongside the old files. Collect what's confusing and send it back to the bot.
Only when the first one matches your records, add the next job to the same app.
Turn this workflow into a working application. 1. Inspect the files, formulas and manual steps. Identify duplicate records, conflicting values and rules that need clarification. Ask me about anything unclear before building. 2. Design a shared data model. Preserve a link from each imported record to its source, and keep the original files unchanged. 3. Delegate the interface, business logic and data import to separate coding agents. Give each agent explicit acceptance checks. 4. Replay historical transactions through the app. Compare totals, stock movements and order status with the original records, then return a working preview and the discrepancies. Start with one [order / job] from [entry] to [completion] before expanding.๐ฌ Explain it to my team
Write a one-page guide for my staff on using the new app for [job]. Use short numbered steps, plain British English, and a 'what to do if a number looks wrong' section.
From https://usecasy.com/use-case/grokbot-spreadsheets-to-app/ ยท Guide checked 16 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).