Half an hour of set-up that saves you later
Go to x.ai/bot on the desktop or web. Your sign-in email can never be changed, so pick it carefully. A trial started in the iPhone app turns into a paid Apple subscription.
grok.com/dashboard/billing → Billing & invoices → Additional usage credits → Monthly additional usage limit → Edit. Leave Auto Top-up off.
Cursor Settings (Cmd+Shift+J on a Mac) → General → Privacy Mode. Do it before you connect anything.
In Grok Bot: Settings → Computer → Execution on this computer → Never allow. Then Settings → Bot → Timezone → Sydney, so 7am means 7am.
Settings → General → Auto-review → Custom Rules → Ask first. Add one rule each for sending, deleting, paying and booking.
Click + → Create a Bot. Paste its card. Connect its apps in Connect apps (a Google Workspace account needs your admin to trust Grok first). Run it by hand. When it's right, say Save this as a skill and run it every day at 7am.
Keep your helpers safe
- One job per helperStart with one bot. Add another only when a job needs its own memory, its own permissions or its own schedule.
- Drafts until you approveEmails, quotes and orders wait for your yes. You press send.
- Give helpers their own email addressSuppliers and forwarded enquiries go there, so your own inbox stays yours.
- Money stays read onlyHelpers can look at invoices and payments. They never pay, refund or change bank details.
