Bot Black Book

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3,141 entries13 jobs27 kits

Finance & money

106 entries

, and too

  • Prompt13-R4

    Prompt: Connect your expense system and finance inbox first. Changes nothing

  • Use caseB-181

    Use case: Inventories SaaS spend from Ramp and bills, finds unused seats, duplicates and cheaper options, and drafts vendor counters; never spends, signs or sends

    Works with Ramp, bills, email

    DraftsEasy
  • Use caseEditor's pickB-182

    Use case: Builds the weekly expense summary, matches receipts from your finance inbox, flags missing categories and policy exceptions, and drafts one follow-up per person. It's the official Expense Manager role as a ready-made Bot

    Works with Your expense system, email, Google Drive, Google Sheets

    DraftsMedium
  • Use caseB-183

    Use case: A bookkeeper you can talk to in voice chat. It enters invoices and bills, records payments and matches them to invoices. A routine can't start a voice chat, so the Friday routine sends you a reminder and you start the chat

    Works with QuickBooks Online (from Connect apps)

    Acts for youMedium
  • Use caseB-184

    Use case: Reads bank data and checks your books for errors; one test on 3 months of made-up books found all 27 planted items

    Works with Finance integration (bank accounts). You attach the accounting export

    Read-onlyMedium
  • Use caseB-185

    Use case: Send receipts and invoices from your phone as they happen; the Bot tracks them and prepares figures at tax time

    Works with Google Sheets. Send receipts in chat, email needs a routine on your Bot's address

    DraftsEasy
  • Use caseEditor's pickB-186

    Use case: Goes through your email and saves every invoice and receipt to one Google Drive folder, each named by date, provider and amount. Several Gmail accounts? Add each one in Connect apps, then Gmail, then Add Another Account, give it a label, and tell the Bot which labels to search

    Works with Gmail, Google Drive

    DraftsEasy
  • Use caseB-187

    Use case: Tracks insurance, taxes, bills, card benefits and refunds for family finances while you work abroad; never pays or files without OK

    Works with Email, Sheets

    DraftsMedium
  • Use caseB-188

    Use case: Finds business purchases made on personal cards before the business bank account existed and organizes them for reimbursement

    Works with Gmail. You attach your card statements

    DraftsEasy
  • Use caseB-189

    Use case: Grok Bot reads your invoices in QuickBooks, Xero or a sheet, finds what’s overdue, drafts a polite or firmer reminder depending on days late, skips anyone reminded recently, and logs every reminder

    Works with QuickBooks or Xero, Gmail, Google Sheets

    DraftsMedium
  • Use caseB-190

    Use case: Grok Bot signs in to your property-management software in its own browser (you log in once), pulls income and expenses per property, and builds a Google Sheet P&L with one tab per rental, flagging numbers that look missing or odd. Read-only

    Works with Google Sheets. It uses your property-management software in its own browser, and you attach bank exports

    DraftsMedium
  • Use caseB-191

    Use case: When supplier invoices land in your inbox, Grok Bot reads them, checks each against past invoices and purchase orders, and flags duplicates, wrong amounts and missing tax (GST or VAT) numbers

    Works with Gmail, Google Drive, QuickBooks or Xero

    DraftsMedium
  • Use caseB-192

    Use case: A CFO Bot connected to Stripe, your accounting app (Xero or QuickBooks) and Gmail. Each week it scans for spending you may have missed, runs a regular cost-of-goods check, and writes a monthly one-page CFO report. Anything it can't confirm, such as runway, it leaves blank instead of guessing

    Works with Stripe, Xero or QuickBooks, Gmail

    Read-onlyMedium
  • Use caseB-193

    Use case: A private expense ledger you feed by text, receipt photo or voice note (Chinese-language template, optional Feishu sync)

    Works with Chat, photos, Sheets

    DraftsEasy
  • Use caseB-194

    Use case: Reconciles deal materials and writes the credit-committee pack back into Box through MCP

    Works with Box MCP

    DraftsAdvanced
  • Use caseB-195

    Use case: Every week it builds a P&L readout: revenue, retention, money leaking out and ad efficiency, and traces anything heading the wrong way back to a cause. It only reads your data

    Works with QuickBooks or Xero, Stripe or store data, Google Sheets

    Read-onlyMedium
  • Use caseB-196

    Use case: Matches receipt emails in Gmail to Ramp card charges every day and fills in missing receipts and memos, so cards don’t get locked for missing paperwork

    Works with Gmail, Ramp (browser)

    Acts for youEasy
  • Use caseEditor's pickB-197

    Use case: Compares your calendar, email and project notes with your invoices and flags client work you did but never billed, with a draft invoice line for each item for you to check

    Works with Gmail, Google Calendar, your invoicing app

    Read-onlyEasy
  • Use caseB-198

    Use case: Watches the bank balances and upcoming bills of each company you run and flags cash shortfalls or overdraft risk before they happen

    Works with Finance integration (bank accounts), accounting app

    Read-onlyMedium
  • Use caseEditor's pickH-066

    Use case: Keeps the dates that matter, gives you a weekly look-ahead two weeks out, suggests gifts by budget and interests, and drafts the card message

    Works with Google Calendar, plus your contacts or a list

    DraftsEasy
  • Use caseH-160

    Use case: Daily 15-minute challenges on business, money, sports and confidence for you to run with your kids, plus a weekly note for you

    Works with No apps needed

    DraftsEasy
  • Use caseH-074

    Use case: Knows what medical supplies you have, asks each week what you used, warns when something is low or near expiry, and drafts the reorder or prescription request; it can also review a monthly device report (such as a glucose CSV) for trends to discuss with your care team

    Works with Google Sheets, Gmail, and your pharmacy or supplier site

    DraftsMedium
  • Use caseH-040

    Use case: With the AgentPhone plugin, Grok Bot can place calls for you: ask an insurer a question, wait on hold and hand the call to you, check store stock, or book a table, and report back in chat. It works with setup, not out of the box

    Works with AgentPhone (from Connect apps, with a phone number you buy), Google Calendar, Gmail

    Acts for youAdvanced
  • Use caseH-048

    Use case: Send Grok Bot your grocery list (typed or a photo of a handwritten one) and it compares prices and pack sizes across your stores, then gives you the cheapest option per item and the total per store

    Works with Google Sheets. It checks store sites in its own browser

    Read-onlyEasy
  • Use caseEditor's pickH-052

    Use case: Grok Bot checks the items you want on a schedule and messages you only when the price really drops below your target, with no buying

    Works with Retailer sites, in its own browser

    Read-onlyEasy
  • Use caseH-083

    Use case: Watches your online purchases for price drops in the first 30 days and asks the seller for the difference

    Works with Gmail, store chat

    Acts for youMedium
  • Use caseH-044

    Use case: Grok Bot plans a birthday or date night: drafts messages asking friends for stories, compiles them, finds a dinner reservation and a bakery within budget, and holds every booking for your OK

    Works with Gmail, Google Calendar. It searches in its own browser

    Acts for youEasy
  • Use caseEditor's pickH-064

    Use case: Learns what you like to do on weekends and your budget, hunts for events every Thursday, lists the ones that cost nothing and asks before signing you up, and asks before anything paid

    Works with Google Calendar. It searches in its own browser

    Acts for youEasy
  • Use caseH-057

    Use case: Helps you lock down accounts, devices, location, money, family and reputation with proportional, legal steps, and walks you through incidents

    Works with Web search

    Read-onlyEasy
  • Use caseH-080

    Use case: The Finance plugin (announced by @bot as the Finance integration) links your bank, card and investment accounts through Plaid, so you can ask about spending, investments and more. It's read-only and may not be on every account yet

    Works with Finance (from Connect apps)

    Read-onlyEasy
  • Use caseH-081

    Use case: Builds an HTML dashboard with charts and KPIs and finds subscriptions you should cancel

    Works with Finance (from Connect apps)

    DraftsEasy
  • Use caseEditor's pickH-082

    Use case: Hunts unrefunded returns in your email and drafts a note to each merchant, and digs out forgotten flight credits and vouchers (one user found a $150 Southwest credit he thought he'd lost). One user, @darian314, says it recovered more than their plan costs (their own claim)

    Works with Gmail, merchant sites

    Acts for youMedium
  • Use caseEditor's pickH-084

    Use case: Lists every subscription in a ledger and decides keep or cut with you. The official template finds subscriptions and unsubscribes from what you approve; community posts show Bots also cancelling paid plans through live chat

    Works with Gmail or Outlook, your card statements, and sites in its own browser (you sign in)

    Acts for youMedium
  • Use caseH-085

    Use case: Gets auto and home insurance quotes across many carriers and helps you land cheaper coverage

    Works with Carrier sites, in its own browser. Quotes by phone need AgentPhone (Advanced)

    Acts for youMedium
  • Use caseH-086

    Use case: Advises which card to use for each purchase, tracks unused benefits and misrouted recurring charges, and runs a monthly review

    Works with A list of your card names that you paste (never card numbers)

    Read-onlyEasy
  • Use caseH-087

    Use case: One-line totals like a whole trip’s flights, hotels and Uber, or this month’s Costco runs vs last month

    Works with Finance (from Connect apps), Gmail

    Read-onlyEasy
  • Use caseH-088

    Use case: Pings you when anything is due, and maps bills so they land after payday

    Works with Gmail, Finance (from Connect apps)

    Read-onlyEasy
  • Use caseH-089

    Use case: Grok Bot opens a company’s support chat or contact form in its browser, explains your billing problem, asks for credits or a lower rate within your rules, and lets you sign in yourself when needed

    Works with Gmail. It uses the company's support chat in its own browser (you sign in)

    Acts for youMedium
  • Use caseH-090

    Use case: Forward a claim denial and Grok Bot pulls the denial reason, deadline and policy details, gathers your supporting records from Gmail and Drive, and drafts an appeal letter plus a submission checklist for your review

    Works with Gmail, Google Drive

    DraftsMedium
  • Use caseH-091

    Use case: Grok Bot runs a Monte Carlo simulation of your retirement plan on its computer, including a test that drops historical bear markets early in retirement, and reports your success rate and worst cases. Education only

    Works with Google Sheets, plus brokerage exports (CSV files) you attach

    Read-onlyMedium

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