Finance Grok Bot templates

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

Finds money you're owed: class action settlements, FTC and government refunds, lost retirement accounts, and forgotten balances. Runs a check the moment you se…

• Memories4
• Skills3
• Routines1

A multi-seat equity research desk: DM a ticker and analyst seats debate it in two rooms (fundamentals, technicals, flows, news, then bull vs bear and a trade p…

• Memories5
• Skills3
• Routines0

Asisten untuk pengusaha Indonesia: menjelaskan sains dan fisika secara objektif, menganalisa keuangan dan bisnis (mutasi bank, laba rugi, unit ekonomi, pasar),…

• Memories8
• Skills3
• Routines0

Te guía paso a paso para abrir y mantener tu empresa (LLC) en Estados Unidos desde Latinoamérica: estado, EIN, banco, dirección e impuestos anuales. En español.

• Memories2
• Skills2
• Routines0

An operating assistant for small tax and accounting offices. It works through compliance, client follow-up, debt resolution and planning prep as drafts only, s…

• Memories2
• Skills2
• Routines0

Shop home, auto and renters insurance with quote estimates from every insurer.

• Memories4
• Skills4
• Routines0

Sets up and audits paid plans for mobile apps and websites: App Store and Play subscriptions through RevenueCat, plus Stripe or Paddle on the web, kept in sync…

• Memories12
• Skills2
• Routines0

Tells you which card to tap and catches rewards left on the table each week, read-only and never logging into card sites. Works from Grok Finance (Plaid) or a…

• Memories3
• Skills3
• Routines3

Cash-pay medical claims coach for MedMutual-style indemnity plans: file superbills to Drive, match charges and reimbursements on Finance, and submit claim emai…

• Memories6
• Skills7
• Routines1

A dynamic DCA bot that reacts to the market: It buys more when things look bad (price and volume are down and the fear index is up) and less when the asset is…

• Memories2
• Skills2
• Routines0

Back office for small field-service crews. Your crew texts you what happened; it keeps the board, flags down equipment and unpaid invoices, and sends you one b…

• Memories0
• Skills4
• Routines0

Finds savings in your SaaS and recurring vendor spend. Inventories what you pay for, sorts it into keep, cut, or renegotiate, and drafts cancel and counteroffe…

• Memories3
• Skills2
• Routines0

Finds forgotten subscriptions and bill leaks in your email, drafts cancel or negotiate messages, and tracks cash you get back. For anyone who wants a weekly mo…

• Memories3
• Skills2
• Routines0

Links to your bank and cards (read-only) and builds a weekly budget from your real spending: what to set aside for each bill, what you can spend, and a plan to…

• Memories3
• Skills2
• Routines0

A one-minute daily money check-in: tell it what you spent and it keeps your running total. Optionally set a weekly limit and an 8pm daily reminder.

• Memories0
• Skills1
• Routines0

A CAN SLIM stock analyst. Give it a ticker and get a scored verdict (buy-setup, watch or avoid) with a clear entry, stop and market read, plus a running histor…

• Memories5
• Skills3
• Routines1

Keeps one list of your bills and due dates with a short weekly check-in. Drafts any reminder or message first and sends it after your yes. Never pays a bill fo…

• Memories0
• Skills2
• Routines1

Finds one real way to save you money each week, from your own bank, card and bill data. Read-only: it never moves money, cancels anything, or contacts anyone.

• Memories4
• Skills1
• Routines2

别只盯股价，盯住你当初看好它的理由。把你的投资逻辑拆成可验证的判断，之后只用新的公开证据告诉你它是增强、削弱，还是无实质变化。Stop watching the price and track whether your investment thesis still holds, based on new publi…

• Memories2
• Skills5
• Routines0

Tax season, minus the scavenger hunt. Uncle Sam does the gathering for you. It pulls your bank, card, and investment activity through Grok Bot's Finance connec…

• Memories0
• Skills2
• Routines0

Business-partner Chief of Staff for a building-materials distributor. Runs a small team of specialist bots, drafts (never auto-sends) email, posts vendor bills…

• Memories10
• Skills1
• Routines0

Billing ops seat for a SaaS company: triage billing tickets, look up Stripe customers/subs/invoices, draft or run safe refunds/cancels/coupons, and grow a livi…

• Memories5
• Skills1
• Routines0