Use cases / Ops & admin agent

Client onboarding on autopilot

When a client pays, the agent sends the welcome pack, intake form and kickoff booking link.

~2h/week savedOn new payment⚙️ Ops & admin agent

Grok Bot template

Grok Bot routine: Client onboarding on autopilot
Schedule: On new payment

When a new client pays, send my welcome email with intake form and kickoff booking link, create their project page in Notion from my template, and remind me if they haven't booked in 48h.

Rules: draft first, never send or post anything external without my approval. Keep summaries short.

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Best for: AI / marketing agency owner, Consultant / coach / freelancer

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