Services · AI assistant setup
AI assistant setup and workflow automation
Set up a desktop AI assistant (Grok Bot or similar) for your operations work, using the setup checklist, training loop, and use cases from the Grok Bot Training Plan.
Setup
- Name the assistant and write standing instructions for your work.
- Privacy rules: what never goes into chat.
- A shared prompt library with name, use case, prompt, last win date, and notes.
- A training loop: real work, critique, improve the prompt, save the winner.
Operations workflows
- Data extraction: pull fields from PDFs, emails, sheets, or exports into a table you check.
- File naming: batch rename rules and consistent patterns from a sample list.
- Assisted CRM-style migrations: field maps, cleanup rules, and count checks between systems you control.
- Routines: Monday briefings, inbox triage outlines, and meeting notes to action lists.
Boundaries
- The assistant helps with structure and cleanup. You run the transfer in systems you control.
- No API keys, passwords, tokens, or full account numbers in chat. Use redacted samples or exports you are allowed to process.
- No bypassing logins, no unauthorized access, and no invented customer data.
- Unverified system claims are marked [VERIFY] for a human to check.
Built on: Grok Bot Training Plan and Prompt Library Pack.
Book a call or request a quote
Email us with your team size, the work you want to practice on, and the AI tools you use. Pricing is quoted per project.