Set up Grok Bot with the least access that works. Then build and test bots for close status, reporting intake, variance commentary and AP triage that prepare drafts with evidence for you to review and release.
What you will be able to do
- Pick the right tool for the job: Decide whether a piece of standing work suits Grok Bot, a Custom Agent in the Grok chat app or a bot built on the Grok API. Then check your plan on x.ai/pricing. As of 28 October 2026, Premium, Super, Ultra and Teams seats include Grok Bot. Free and the $8 Plus tier do not.
- Set it up with the least access that works: Connect apps read-only and switch off send, post, delete and payment tools you don't need. Add Ask first rules for any write, vendor email or purchase, set Execution on this computer to Never allow, and save no cards in Vault.
- Write instructions a Bot can follow every cycle: Write a setup message that gives the Bot one job, its sources, who decides, what it may do without asking, what needs approval every time and what it must never do. It also tells the Bot to stop and say what's missing rather than guess or reuse old data.
- Run four tested finance routines: Build and schedule a close-status tracker, a reporting-input intake log, variance commentary drafts that keep measured variances apart from unconfirmed explanations, and AP inbox triage that stops when bank details change.
- Share a Team Bot without losing track of access: Share a Bot with your finance team at the right access level and connect it to Slack. You'll be able to explain whose accounts and whose usage each reply draws on.
- Review the work before you sign anything: Read run history and approval cards, follow evidence links, check what the Bot reports it couldn't verify, and check its memory against the live source. When the cycle is done, clean up files and sign-ins.
Taught at learn.m-a-s-t-e-r.ai: lessons that adapt to your level, an AI tutor you can ask anything, quizzes and flashcards, and a certificate when you finish.
