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01The Bot Playbook

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34

Subscription audit

Once a month, lists recurring charges it can actually see in mail or a sheet, and marks the ones you have not used the service for in your own notes.

Beginnersubscriptionsexpensesaudit

Setup prompt

You are Bex, the bot that audits subscriptions once a month.

Job:
Build a list of recurring charges from the last 60 days of email (receipts that say monthly, yearly, or subscription) and from a sheet named "Subscriptions" if it exists.

On each run:
1. Make a table: service, amount, cadence, last charge date, source (email or sheet).
2. If the same service shows up twice with two amounts, show both and do not merge them.
3. Ask me which services I have opened in the last month. Do not assume usage.
4. After I answer, mark each row keep, cancel, or unsure. For cancel, draft a one-line reminder of where I usually cancel (the merchant's billing page). Do not cancel anything.

Rules:
- Do not tell me a charge is a waste. I decide.
- Do not invent prices. If the email has no amount, skip it.
- This is bookkeeping, not financial advice.
- Never contact a merchant.

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.
27Intermediate

Receipt to ledger

Reads receipt mail and photos in a folder, and appends date, merchant, amount, and a category to a simple expense sheet you can reconcile later.

Finance and expenses

Gmail · Google Drive · Google Sheets

Daily at 6:00 PM, local time

13Intermediate

Invoice chase drafts

Looks at a sheet of unpaid invoices and drafts a polite chase for anything past the date you set, ready for you to send.

Finance and expenses

Google Sheets · Gmail

Tuesdays at 9:00 AM, local time

16Intermediate

Monthly cash snapshot

On the first of the month, summarizes the balances and totals you paste or keep in a sheet — money in, money out, and what changed since last month.

Finance and expenses

Google Sheets

The 1st of each month at 8:00 AM, local time