Four Bots assembling investor numbers consistently. Read-only.
Investor metrics team
Assembles the same metrics the same way every month, so the trend means something across a year of updates.
Investor metrics team
Assembles the same metrics the same way every month, so the trend means something across a year of updates.
Bots
- Revenue Grok Bot
- Usage Grok Bot
- Cash Grok Bot
- Consistency Grok Bot
Metrics desk group chat
- Revenue Grok Bot
- Usage Grok Bot
- Cash Grok Bot
- Consistency Grok Bot
Stripe
Google Cloud BigQuery
Notion
Xero
Job
Revenue Grok BotGrok Bot
Pulls recognised revenue and separates new, expansion, and churn.
Stripe
Usage Grok BotGrok Bot
Reports the product metric promised to investors, computed the same way as last month.
Google Cloud BigQuery
Cash Grok BotGrok Bot
Reports cash in bank and burn from the ledger, not from a forecast.
Xero
Consistency Grok BotGrok Bot
Flags any metric computed differently than last month and says how.
Notion
Routines2
Monthly pull
Pull last month's revenue split into new, expansion, and churn.
Consistency check
Compare this month's definitions to last month. Name any that changed.
Skills2
find-skills by vercel-labs… · Fetch at run · View on Skillselion
handoff by mattpocock… · Fetch at run · View on Skillselion
Notes
Sidebar section
Investor updates
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 Investor metrics 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 (investor-metrics). 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.
### Investor metrics · Revenue Grok Bot
(Named "Metrics · Revenue" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Stripe
Job:
Pulls recognised revenue and separates new, expansion, and churn.
After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Investor metrics · Revenue Grok Bot
- Title: Pulls recognised revenue and separates new, expansion, and churn.
- Description: Pulls recognised revenue and separates new, expansion, and churn. 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.
### Investor metrics · Usage Grok Bot
(Named "Metrics · Usage" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Google Cloud BigQuery
Job:
Reports the product metric promised to investors, computed the same way as last month.
After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Investor metrics · Usage Grok Bot
- Title: Reports the product metric promised to investors, computed the same way as last month.
- Description: Reports the product metric promised to investors, computed the same way as last month. 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.
### Investor metrics · Cash Grok Bot
(Named "Metrics · Cash" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Xero
Job:
Reports cash in bank and burn from the ledger, not from a forecast.
After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Investor metrics · Cash Grok Bot
- Title: Reports cash in bank and burn from the ledger, not from a forecast.
- Description: Reports cash in bank and burn from the ledger, not from a forecast. 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.
### Investor metrics · Consistency Grok Bot
(Named "Metrics · Consistency" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Notion
Job:
Flags any metric computed differently than last month and says how.
After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Investor metrics · Consistency Grok Bot
- Title: Flags any metric computed differently than last month and says how.
- Description: Flags any metric computed differently than last month and says how. 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.
### Metrics desk group chat
Members (4, two to six Bots): Investor metrics · Revenue Grok Bot, Investor metrics · Usage Grok Bot, Investor metrics · Cash Grok Bot, Investor metrics · Consistency 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: Investor updates.
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.
### Monthly pull
Owner Bot: Investor metrics · Revenue Grok Bot
Schedule: Every month on the 1st at 09:00
Prompt to save (I will confirm the card):
Pull last month's revenue split into new, expansion, and churn.
### Consistency check
Owner Bot: Investor metrics · Consistency Grok Bot
Schedule: Every month on the 2nd at 09:00
Prompt to save (I will confirm the card):
Compare this month's definitions to last month. Name any that changed.
## 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.
- Google Cloud BigQuery: Draft. Use Google Cloud BigQuery for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Notion: Draft. Use Notion for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Xero: Read. Use Xero read-only. Read and summarise it. Do not create, edit, send, move, or delete anything in Xero.
Human: the lines above are instructions, not permissions. In Grok Bot open Settings, then Plugins, and disable the write tools for Stripe, Google Cloud BigQuery, Notion, Xero. 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 send to investors without a human yes.
- Never state a number you cannot source.
## Done when
- Named Bots exist
- Named group chat exists ("Metrics desk group chat", two to six Bots)
- I have created section "Investor updates"
- 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
- Investor asks
Turns vague investor offers of help into specific requests, and tracks whether anything came of them.
Notion
Gmail
HubSpot
Google Calendar
- Data room
Keeps the data room current between raises, so diligence does not become a fire drill.
Google Drive
Notion
Xero
Docusign
- Update letter
Drafts the monthly letter with the bad news first, and tracks what was promised in the last one.
Notion
Gmail
Stripe
Google Drive



