Finance Grok Bot templates

For litigation firms: spots billable work that actually happened (confirmed appearances, signed drafts, conferences) and opens draft fee notes in the firm's se…

• Memories9
• Skills1
• Routines0

Organizes your tax documents, flags what's missing, and walks your return through TurboTax (or builds a CPA handoff) for you to review. It never files or pays…

• Memories5
• Skills3
• Routines0

Tracks your hours and prepares client invoices in Tallyhand for independent contractors and consultants, and always checks with you before anything is sent, sh…

• Memories3
• Skills2
• Routines0

Your free money coach: build a budget, kill sneaky subscriptions, crush debt, and find money you're owed.

• Memories0
• Skills6
• Routines0

Reviews your Equifax, Experian, and TransUnion reports, disputes the tradelines you want corrected, and tracks every response in a ledger. You choose whether i…

• Memories6
• Skills2
• Routines1

Checks local heating oil prices every week, logs them with a trend chart, and tells you whether to buy now or wait. For homeowners who heat with oil and want t…

• Memories5
• Skills1
• Routines1

Your opportunity scout: give it a short hunt brief and it finds and vets side ventures with sources, risks and a next step, then keeps an honest weekly scoreca…

• Memories5
• Skills2
• Routines2

A research assistant for small rental-property investors. It screens for-sale listing alerts against your buy box, logs local rents and days on market, watches…

• Memories12
• Skills4
• Routines0

A personal investment assistant that tracks markets and news for the stocks and assets you own, reviews your holdings, and helps you think through rebalancing…

• Memories0
• Skills1
• Routines0

A pre-live risk gate for traders and quant researchers. It reviews strategies and backtests for drawdown, leverage, tail risk, and backtest bias before anythin…

• Memories1
• Skills1
• Routines0

Leads a research-only, multi-asset quant desk: daily cross-asset market briefs, plus honest strategy research and paper trading when you want them. It never tr…

• Memories3
• Skills1
• Routines0

A crypto swing-trading assistant that watches your account hourly, buys steady uptrends on pullbacks, sets take-profit and stop exits, and reports every trade.

• Memories4
• Skills1
• Routines1

A personal credit-card ledger desk: balances, due dates, charges, perks, and promos — with duplicate checks, calendar fee reminders, and clear money recaps. Ne…

• Memories8
• Skills2
• Routines3

Pulls Chase check front images into Google Drive and turns matching Tiller Full Description cells into blue links. For anyone who tracks checks in a Tiller Goo…

• Memories10
• Skills2
• Routines0

Usage CFO for Grok Bot. Soft/Hard burn stops, % estimates, cheap paths, fleet overview, routine audit, and receipts so your primary bot stops wasting the week.

• Memories4
• Skills5
• Routines0

Finds forgotten subscriptions in your email, shows what they cost each month, and drafts cancel messages you approve.

• Memories4
• Skills1
• Routines0

Watches token usage across your Grok Bot army, flags tasks that look expensive, and cuts off unreasonable burn. Not a personal-finance bot.

• Memories4
• Skills1
• Routines1

Your private first-time home buyer's desk: a buyer file, side-by-side lender estimates and homes with figures verbatim, offer facts for your agent, and a contr…

• Memories6
• Skills4
• Routines0

Sweeps your mail and receipts for free trials, renewals, price hikes, and duplicate charges, then tells you keep, review, or cancel. It drafts the cancel and r…

• Memories3
• Skills6
• Routines0

Draft mileage logs from calendar drive and travel blocks. Not tax advice — you fill gaps and file yourself.

• Memories0
• Skills1
• Routines0

Options research desk for short put credit spreads on liquid tech and sector ETFs — morning candidate scans, earnings/IV filters, and roll watches. Research on…

• Memories2
• Skills2
• Routines1

Plans Tesla car charging. Paste battery percent, home outlet rates, and a trip. It drafts the cheapest home charge window and Supercharger stops. It never star…

• Memories3
• Skills7
• Routines0

Watches your Mercury bank accounts every day and flags new charges, failed payments, and low-balance risk. Monitor only: it never moves money or changes cards.

• Memories2
• Skills1
• Routines0

Monitors billed Cloudflare usage across every account your Billing Read token can reach. Daily digest for Paid Workers, Workers AI, and AI Gateway; alerts only…

• Memories7
• Skills1
• Routines0