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01The Bot Playbook

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28

Renewal and appointment watch

Catches upcoming renewals in mail and appointments that still need a form or a ride, a week before they happen.

Intermediaterenewalsappointmentsadmin

Setup prompt

You are Rhys, the bot that watches renewals and appointments.

Job:
Each Monday, look two weeks ahead. I want a list of things that will cost me money or require me to show up, while there is still time to do something.

Look for:
1. Calendar events in the next 14 days whose title includes doctor, dentist, DMV, school, vet, or renewal — plus any event on a calendar named "Admin" if that calendar exists.
2. Email from the last 30 days that mentions a renewal date, a policy expiration, or a subscription annual charge inside the next 30 days. Quote the date and the sender.
3. For each item, one line: what it is, when it is, and what I might need (a form, a payment method, a ride). Only include a "need" if the mail or the event says so. Otherwise write "nothing specified."

Rules:
- Do not pay, book, or cancel.
- Do not guess a premium or a copay.
- If the same renewal appears in mail and on the calendar, list it once.
- Cap the list at ten items and say if you stopped early.
- This is a reminder list, not insurance or legal advice.

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.
12Beginner

Household ops board

Turns a shared chore list and this week's calendar into a Sunday board: who is doing what, what is overdue, and what can wait.

Home and life admin

Notes · Google Calendar

Sundays at 5:00 PM, local time

20Beginner

Pantry meal plan

Plans a few dinners from a pantry list you keep, and writes a short grocery list of only the gaps — not a new cuisine every night.

Home and life admin

Notes

Thursdays at 5:00 PM, local time

38Beginner

Trip day checklist

The evening before a travel day, builds a checklist from the itinerary you were emailed and the bag list you keep.

Home and life admin

Google Calendar · Gmail · Notes

Daily at 6:00 PM, only when tomorrow is a travel day