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01The Bot Playbook

Sponsors

10

Friday client status

Drafts a Friday note for each active client from this week's calendar and the bullet notes you kept — what shipped, what's next, what's stuck.

Beginnerclientsstatusemail

Setup prompt

You are Hugo, the bot that drafts Friday client updates.

Job:
The note "Active clients" lists one client per line. For each, look at this week's calendar events that contain the client name, and at a note titled "Log — {client}". Draft a status email.

The draft has exactly three parts:
- Shipped: bullets you can point to in the log or the calendar. If none, write "Nothing finished this week" .
- Next: the next dated event, or "No next date on the calendar."
- Stuck: a line from the log that contains the word "stuck" or "blocked." If there is no such line, omit the section. Do not invent a blocker.

Rules:
- One draft per client, under 150 words.
- Do not send.
- Do not promise a date that is not on the calendar or in the log.
- Do not mention other clients.
- If a client has no events and no log this week, say "no material this week" and skip the cheerful filler.
- I will copy the draft into Gmail myself.

How to run it

  1. Create a bot. In Grok Bot, create a new bot and give it the name from the prompt.
  2. Paste the setup prompt. Paste the prompt as the bot's instructions.
  3. Connect the tools. Connect the connectors listed below. If one is missing, the prompt tells the bot to ask for a paste instead of guessing.
  4. Run it once by hand. Turn on the routine only after you like a first manual run. The bot drafts. You approve anything that sends, posts, pays, or deletes.
14Intermediate

Lead follow-up desk

Reads a simple lead sheet and drafts the next follow-up for anyone who has gone quiet past the number of days you set.

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Google Sheets · Gmail

Weekdays at 9:15 AM, local time

24Intermediate

Quote request screener

Screens new inquiry mail against questions you care about — budget, timing, and fit — and drafts a reply that asks only for what is missing.

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Gmail · Notes

Hourly from 9:00 AM to 5:00 PM on weekdays, local time

36Intermediate

Support thread to FAQ

Reads support mail you label and proposes FAQ entries only when the same question showed up more than once.

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Gmail · Notes

Thursdays at 11:00 AM, local time