Grok Bot for small business: what it does and recipes to try

Reply to quote requests faster and ask for the details you’re missing

Find missing job details, suggest priority and prepare a reply for you to check.

Follow up on quotes that got no reply

Find quotes and proposals you sent that got no reply, with a suggested follow-up for you to send.

Research a prospect before a sales call

Build a short, sourced brief on a named company from public pages and your own account notes, then prepare five neutral questions and an opener for the call.

Write the follow-up email, CRM update and tasks after every sales call

Paste your call notes or transcript, or let Claude read the deal in HubSpot, and get a recap email that promises only what was agreed, CRM changes you approve and a task list with owners and dates.

Plan and review an existing content update

Use a planner, editor and reviewer to prepare a small, supported update to an existing article.

Keep agreed meeting actions in one review list

Compare new meeting notes with an accepted action list and draft traceable updates for review.

Prepare a supplier renewal review

Compare supplied renewal summaries and notices, then prepare owner questions before a renewal decision.

Find deadlines buried in your emails and put them on your calendar

Paste client and supplier emails and get every explicit deadline with its date, time zone, source and quote, questions for vague timing, and a calendar file you can import after checking each entry.

Prepare a brief for tomorrow's meetings

Get a short brief for each of tomorrow's meetings, built from your calendar and recent email threads.

Sort your inbox every morning and draft replies in your voice

Every morning, get a short list of the emails that need you, the promises you made and who still owes you an answer, with reply drafts that sound like you. Nothing is sent.

Prepare a clear list of missing receipts

Compare transaction rows with a document index and prepare a precise request list for your accountant or client.

Find every subscription and recurring bill you’re paying

Turn a card or bank statement export, and optionally your receipt emails, into one list of recurring charges with price changes, duplicates, ending trials and annual renewals flagged for you to check.

Write my weekly project update from Slack, email and the board

Turn the week’s raw updates from Slack, email and the board into a short status brief with a decisions-needed section, keeping the same facts, risks and unknowns.