Set up Grok Bot with the least access that works, write clear Bot instructions, and run four tested routines that draft and flag. Every send, commitment and handover still waits for your approval.
What you will be able to do
- Know when Grok Bot is the right tool: Decide whether a piece of recurring project work suits Grok Bot. Tell it apart from Custom Agents in the Grok chat app and from bots built on the Grok API, and know which decisions stay with you.
- Set it up with the least access that works: Connect only the apps each Bot needs and switch off app tools you don't use. Keep Auto-review on, with Ask first rules for sending, posting, deleting and purchasing. Set Execution on this computer to Never allow, and save no cards in Vault.
- Write instructions a Bot can follow: Write a setup message that gives the Bot one job, its in-bounds sources, who decides what, what needs approval and what it must never do. Add a rule that tells it to stop and report when data is missing.
- Run four tested professional Bots: Build a meeting and request brief, an evidence watch that keeps the last accepted version of each source, an action follow-through that only drafts reminders, and a weekly status and RAID log. Save each one as a skill and test it before you schedule it.
- Share a Team Bot without leaking client work: Share a Team Bot with colleagues, in the app or in Slack. Know whose accounts and usage it draws on, and keep client secrets and confidential files off it.
- Review Bot work before anything leaves your desk: Use run history, source links, approval cards and the work log to catch duplicates, owners or dates the Bot guessed, and quiet scope changes. Then clean up when the engagement ends.
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.
