Grok Bot gives an AI assistant access to a persistent cloud computer and connected tools. A useful first session begins with one small job, not a long list of everything you hope to automate.
This guide explains the setup path described in the official documentation. It is not a hands-on installation review.
Check access before installing
Use the download link on the official Grok Bot page. The app's sign-in flow checks account access; eligible legacy subscribers may need to link their subscription. Our plan explainer covers the current distinction between new and legacy plans.
Before connecting a work account, decide which task requires it. A first experiment using an uploaded, non-sensitive document is easier to inspect than a task that immediately spans your inbox, calendar, and customer database.
Give one Bot a focused job
After setup, define a role with an outcome, a source, and a boundary. For example:
You are my research organizer. Turn the material I provide into a short, source-linked brief. Separate direct evidence from your suggestions. Ask when an important input is missing. Keep this as your ongoing role.Avoid a vague role such as “manage my business.” It gives you little basis for checking whether the result is useful.
Run a task you can verify
Choose a short document whose contents you already understand. Try this first request:
Read this document and return five main points, every explicit deadline, and a list of unresolved questions. Link each item to the relevant section. Do not edit the original. If a date is implied rather than stated, label it as an inference.Check the output against the input. Did it preserve the dates? Did it invent a decision? Is the result concise enough to use? Your corrections become a better role definition.
Connect tools only as needed
When a task requires a service, follow the app connection or secure sign-in flow. Keep credentials out of ordinary chat. For an early inbox experiment, limit the request to preparing a small review list rather than sending messages.
Decide what to automate next
Run the same kind of task with a second input. If it works without extensive corrections, describe the method as a reusable process. Then move on to skills and routines. A useful finish line is a result you can verify, not simply a Bot that says it is done.