Guide
Grok Bot templates for small business
Grok Bot works best when you give it a precise job, the tools it may use and a schedule. These templates are written that way: paste one, connect the apps it names, and set the schedule.
What to hand to an agent first
Morning brief
Calendar, urgent emails and money owed in one message.
Lead follow-up
Drafts check-ins for every lead that's gone quiet.
Content repurposing
Turns one post or video into a week of posts.
Find buyers on X
Watches X for people asking for what you sell.
Ready-made use cases
- 01CEO morning brief in 5 minutes
One message each morning: calendar, urgent emails, money in/out, and the 3 things that move the business today.
~3h/week · estimate - 02Never miss a lead follow-up
The agent checks your CRM or inbox for leads that went quiet and drafts the next follow-up.
~4h/week · estimate - 03Repurpose one piece into ten
One video, podcast or long post becomes threads, LinkedIn posts, shorts scripts and a newsletter section.
~6h/week · estimate - 04Find buyers asking for help on X
The agent searches X for people describing the exact problem you solve and drafts a helpful reply for each.
~5h/week · estimate - 05Inbox triage with drafted replies
The agent sorts your inbox into reply / FYI / ignore and drafts replies in your voice for you to approve.
~5h/week · estimate
Example: Grok Bot setup
Grok Bot routine: CEO morning brief in 5 minutes Schedule: Daily 7:30 Every morning, read my calendar for today, my unread emails from the last 24h and yesterday's revenue. Send me a brief: (1) meetings with one prep note each, (2) emails that need my reply with a suggested one-line answer, (3) money in/out, (4) the 3 highest-leverage tasks for today. Keep it under 200 words. Rules: draft first, never send or post anything external without my approval. Keep summaries short.
Grok Bot, ChatGPT, Claude and n8n versions: all templates
Keep these human
- Review the first week of outputs before letting it send anything.
- Keep passwords and card numbers out of instructions.
FAQ
What should an AI agent do first for Grok Bot templates for small business?
Morning brief: Calendar, urgent emails and money owed in one message. Lead follow-up: Drafts check-ins for every lead that's gone quiet. Content repurposing: Turns one post or video into a week of posts.
What should stay human?
Review the first week of outputs before letting it send anything. Keep passwords and card numbers out of instructions.
Is there a ready-made template?
Yes. Start with "CEO morning brief in 5 minutes": copy-ready Grok Bot, ChatGPT, Claude and n8n templates are at https://whatshouldmybotdo.com/use-cases/ceo-morning-brief#templates.