Four Bots chasing money. Drafts every chase, sends none.
Accounts receivable team
Chases what the company is owed: who is late, by how long, and what the follow-up should say, ready for a human to send.
Accounts receivable team
Chases what the company is owed: who is late, by how long, and what the follow-up should say, ready for a human to send.
Bots
- Aging Grok Bot
- Failures Grok Bot
- Chase Grok Bot
- Escalate Grok Bot
Receivables desk group chat
- Aging Grok Bot
- Failures Grok Bot
- Chase Grok Bot
- Escalate Grok Bot
Stripe
Xero
Gmail
Google Calendar
Job
Aging Grok BotGrok Bot
Builds the aged debtor list from Xero and Stripe, grouped by how late each one is.
Xero
Stripe
Failures Grok BotGrok Bot
Watches Stripe for failed and retried charges and separates a card problem from a customer problem.
Stripe
Chase Grok BotGrok Bot
Drafts the chase for each late invoice, firmer the later it is. Never sends one.
Gmail
Escalate Grok BotGrok Bot
Names the accounts that need a human call rather than another email, and books the slot.
Google Calendar
Routines2
Aging pass
Build the aged debtor list grouped by 30, 60, and 90 days late. Name the five worst.
Chase drafts
Draft a chase for every invoice that crossed a lateness threshold since yesterday. Never send.
Skills2
find-skills by vercel-labs… · Fetch at run · View on Skillselion
handoff by mattpocock… · Fetch at run · View on Skillselion
Notes
Sidebar section
Bookkeeping
Prompt Installer for Grok Bot
Paste the prompt into Grok Bot. This is not one-click OAuth and nothing is installed on this site.
# Grok Bot Teams installer
Set up a team for me called Accounts receivable team. Create the named Bots, then the group chat, then save the routines.
Ask me only for things you cannot see. Do not start OAuth. If a connector is missing, tell me to connect it in Settings, then Plugins.
From https://botteams.ai (bookkeeping-ar). Source: https://github.com/ellelion/botteams.
## 1. Create these Bots
Create each Bot below. Use the names exactly, including any prefix. After create, set Name, Title, and Description on the profile, then tell me to set the avatar.
A Bot is a single persistent, named agent. Conversation is the task; Title is the one-line job; Description holds durable rules and approvals.
### Accounts receivable · Aging Grok Bot
(Named "AR · Aging" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Xero, Stripe
Job:
Builds the aged debtor list from Xero and Stripe, grouped by how late each one is.
After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Accounts receivable · Aging Grok Bot
- Title: Builds the aged debtor list from Xero and Stripe, grouped by how late each one is.
- Description: Builds the aged debtor list from Xero and Stripe, grouped by how late each one is. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.
### Accounts receivable · Failures Grok Bot
(Named "AR · Failures" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Stripe
Job:
Watches Stripe for failed and retried charges and separates a card problem from a customer problem.
After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Accounts receivable · Failures Grok Bot
- Title: Watches Stripe for failed and retried charges and separates a card problem from a custome…
- Description: Watches Stripe for failed and retried charges and separates a card problem from a customer problem. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.
### Accounts receivable · Chase Grok Bot
(Named "AR · Chase" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gmail
Job:
Drafts the chase for each late invoice, firmer the later it is. Never sends one.
After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Accounts receivable · Chase Grok Bot
- Title: Drafts the chase for each late invoice, firmer the later it is.
- Description: Drafts the chase for each late invoice, firmer the later it is. Never sends one. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.
### Accounts receivable · Escalate Grok Bot
(Named "AR · Escalate" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendar
Job:
Names the accounts that need a human call rather than another email, and books the slot.
After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Accounts receivable · Escalate Grok Bot
- Title: Names the accounts that need a human call rather than another email, and books the slot.
- Description: Names the accounts that need a human call rather than another email, and books the slot. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.
## 2. Create this group chat
Open a group chat with two to six of the Bots above. Do not add more than six.
### Receivables desk group chat
Members (4, two to six Bots): Accounts receivable · Aging Grok Bot, Accounts receivable · Failures Grok Bot, Accounts receivable · Chase Grok Bot, Accounts receivable · Escalate Grok Bot
## 3. Sidebar section
You cannot create sidebar sections. When the Bots and group chat exist, tell me to Move to, then New section.
I will name that section exactly: Bookkeeping.
Ask me to move the group chat and Bots into it.
## 4. Routines (confirm card required)
Ping each owner Bot with the routine they own so they can save it.
A routine is owned by one Bot, and one Bot can own up to 50 of them. A confirm card will appear. I will confirm each one.
Do not assume a routine is saved until I confirm.
### Aging pass
Owner Bot: Accounts receivable · Aging Grok Bot
Schedule: Every Monday at 09:00
Prompt to save (I will confirm the card):
Build the aged debtor list grouped by 30, 60, and 90 days late. Name the five worst.
### Chase drafts
Owner Bot: Accounts receivable · Chase Grok Bot
Schedule: Every weekday at 10:00
Prompt to save (I will confirm the card):
Draft a chase for every invoice that crossed a lateness threshold since yesterday. Never send.
## 5. Connectors and how far they go
Connectors are account-wide. They must already be connected.
If any are missing, tell me to connect them in Settings, then Plugins, first.
Do not walk an OAuth flow from this prompt.
Every Bot on this account can reach every connected tool. The lists above are which Bot is expected to use which, not a second OAuth and not a boundary.
- Stripe: Read. Use Stripe read-only. Read and summarise it. Do not create, edit, send, move, or delete anything in Stripe.
- Xero: Read. Use Xero read-only. Read and summarise it. Do not create, edit, send, move, or delete anything in Xero.
- Gmail: Draft. Use Gmail for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Calendar: Draft. Use Calendar for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
Human: the lines above are instructions, not permissions. In Grok Bot open Settings, then Plugins, and disable the write tools for Stripe, Xero, Gmail, Calendar. That switch is account-wide and it is the only one that actually stops a write.
## 6. Skills
Skills live under Settings → Plugins → Yours, and they are per Bot. Enable the ones listed here for the named Bots. Reference a skill with /.
You cannot flip the human Notifications toggle. Tell me to leave Settings → “Get notified when this Bot finishes or needs input” on.
Do not pin or hide a Bot unless I say so. Hide does not pause routines.
Sidebar sections are human-only: tell me to Move to → New section. A group chat holds two to six Bots. An account holds 50 Bots and group chats combined. One Bot can own 50 routines. Confirm cards stay on me.
If a workflow should be demonstrated later, mention Teach a task after the first success (browser workflows).
Connect the Skillselion connector first if any skill below is Fetch at run (Settings → Plugins). Do not start OAuth from this prompt.
### find-skills
https://skillselion.com/skills/vercel-labs/skills/find-skills
Creator: vercel-labs
Scope: every Bot on this team (team scope).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:vercel-labs/skills#find-skills`. Connect Skillselion in Settings → Plugins first.
### handoff
https://skillselion.com/skills/mattpocock/skills/handoff
Creator: mattpocock
Scope: every Bot on this team (team scope).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:mattpocock/skills#handoff`. Connect Skillselion in Settings → Plugins first.
## 7. Also
Standing instructions for every Bot on this team:
- Never move money. Read the ledgers and report.
- Never file anything with a tax authority.
## Done when
- Named Bots exist
- Named group chat exists ("Receivables desk group chat", two to six Bots)
- I have created section "Bookkeeping"
- Each routine has a confirmed save (or I declined)
- Connectors listed above are already connected
Uninstall: delete the Bots and group chats in the Grok Bot sidebar.
There is no remote uninstall from this catalog.Teams that share these connectors
- Accounts payable
Watches what the company owes: bills in, duplicates caught, and nothing paid twice or paid late by accident.
Gmail
Xero
RampQuickBooks
- Payroll run
Walks the monthly payroll: headcount changes checked, hours confirmed, and every variance explained before anyone approves a payment.
Gmail
Google Calendar
Xero
Ramp
- VAT and filings
Keeps filing deadlines and the numbers behind them in one place, so a return is never assembled the night before it is due.
Xero
Google Calendar
Gmail
Google Drive



