Grok Bot for Small Business

Setups for small and local businesses: trades, clinics, landlords, restaurants, shops and solo consultants. Each one shows the first three steps and the main guardrail, so you can judge the effort before you open it.

• Answer Every Contractor Lead Fast

  Qualify roofing and trade inquiries, answer the phone, and reply to reviews so fewer jobs go to the next quote.

  For: Roofers, contractors and other home-service businesses.

  1. Add Legend Lead Ops and give it your services and service area.
  2. Test it on a few past inquiries.
  3. Decide whether you need phone answering, and check its plan first.

  Guardrail: Quotes and messages stay drafts until you approve them.

  Intermediate · Money level High (Estimate) · 3 bots

• Answer, Quote and Follow Up on Every Home-Service Lead

  A voice receptionist picks up, leads get an instant answer, and every quote gets a day 3, 7 and 14 follow-up.

  For: Landscapers, cleaners, roofers and other trades.

  1. List your services, area and price ranges.
  2. Test the receptionist with a few calls.
  3. Add open quotes to the follow-up sheet.

  Guardrail: Check local rules on cold outreach, calls and texts before contacting anyone.

  Intermediate · Money level High (Estimate) · 4 bots

• Build a Pitch Pack for an SEO Agency

  From prospect list to evidence brief to a clean CRM, so every SEO pitch is specific and lands in a real inbox.

  For: SEO, AEO and GEO agencies and freelancers.

  1. Pick a niche and a region.
  2. Run Lead Scout, then Site Research on the shortlist.
  3. Verify the contacts with Kickbox and update HubSpot.

  Guardrail: You need your own Kickbox and HubSpot accounts.

  Intermediate · Money level High (Estimate) · 3 bots

• Run a Brand's Instagram as a Studio

  Daily ideas, on-brand images and carousels, and a compliance check before anything goes out.

  For: Social media managers and small agencies.

  1. Connect a test account first.
  2. Give Art Director the brand guide.
  3. Route captions through Sentinel.

  Guardrail: Keep posting behind your approval.

  Intermediate · Money level High (Estimate) · 2 bots

• Run a Local SEO Content Engine

  Plan local content, publish city pages after approval, and watch what nearby competitors do.

  For: Local marketing agencies and service businesses.

  1. Pick one business and three cities.
  2. Approve the first month's plan.
  3. Review each article before it publishes.

  Guardrail: Nothing publishes without approval.

  Intermediate · Money level High (Estimate) · 3 bots

• Sell Ad Management to Businesses Already Running Ads

  Target companies that already spend on ads, show them better angles from their own customers and pitch a managed retainer.

  For: Freelance media buyers and small performance agencies.

  1. Choose a niche where you have results.
  2. Run the lead finder and audit the top landing pages.
  3. Build a one-page pitch with three sample angles.

  Guardrail: Every message and document stays a draft until you approve it.

  Intermediate · Money level High (Estimate) · 4 bots

• Sell AI Receptionists to Local Businesses

  Set up voice and chat receptionists that book appointments, then charge a monthly fee.

  For: Automation freelancers.

  1. Build one demo for a clinic or salon.
  2. Offer a two-week trial.
  3. Charge monthly after the trial.

  Guardrail: A person stays reachable for anything the bot is unsure about.

  Intermediate · Money level High (Estimate) · 5 bots

• Sell Bookkeeping Cleanups to Small Businesses

  Audit messy books, validate invoices, log receipts and hand off to monthly bookkeeping.

  For: Bookkeepers and accounting freelancers.

  1. Sell a fixed-price cleanup.
  2. Audit and list fixes.
  3. Fix with the client's approval.

  Guardrail: This is admin help, not legal, tax or financial advice.

  Intermediate · Money level High (Estimate) · 5 bots

• Sell Video Editing to YouTubers Who Are Growing

  Find channels in a niche, show them clips cut from their own outlier videos and pitch a monthly editing package.

  For: Video editors and small post-production studios.

  1. Pick a niche you know.
  2. Find ten channels and their outliers.
  3. Cut one sample per channel and pitch it privately.

  Guardrail: Do not reuse other people's images, words or likeness without permission.

  Intermediate · Money level High (Estimate) · 4 bots

• Sell Websites to Local Businesses That Have None

  Find businesses with no site or a weak one, show them a demo, and pitch a build with the evidence in hand.

  For: Freelance web designers and small agencies. Anyone who can build and host simple sites for local trades.

  1. Add the three bots and pick one city and one trade to start.
  2. Run Lead Scout and Website Hunter once and review the lists by hand.
  3. Have Site Research brief the best ten prospects.

  Guardrail: Every message and quote stays a draft until you approve it.

  Intermediate · Money level High (Estimate) · 3 bots

• Turn Map Listings into Booked Discovery Calls

  Pull local businesses from the map, audit their sites, enrich the contacts and book calls with the ones that need help.

  For: Freelance web and SEO providers who sell to local businesses.

  1. Pick one niche and one city.
  2. Run the map pull and audits, then shortlist ten businesses by hand.
  3. Have Site Research brief the shortlist and enrich the contacts.

  Guardrail: Every message and document stays a draft until you approve it.

  Intermediate · Money level High (Estimate) · 5 bots

• Build a Motivated-Seller Pipeline for Real Estate Deals

  Spot likely sellers, find owner contacts, qualify them by text and underwrite the ones that answer.

  For: Real estate agents, wholesalers and small investors.

  1. Pick one market and your buy box.
  2. Review the flagged list before any contact.
  3. Approve the SMS script and send in small batches.

  Guardrail: Check local rules on cold outreach, calls and texts before contacting anyone.

  Advanced · Money level High (Estimate) · 4 bots

• Run a Local SEO Agency with a Bot Team

  Prospect, audit, publish local pages and handle reviews for each client under one monthly plan.

  For: SEO freelancers growing into an agency.

  1. Pick one trade.
  2. Audit five prospects and pitch two.
  3. Run monthly work per client.

  Guardrail: Check local rules on cold outreach, calls and texts before contacting anyone.

  Advanced · Money level High (Estimate) · 5 bots

• Run a Shopify Store with a Bot Team

  One bot works the catalog and conversion, one coordinates orders, ads and stock, one drafts customer replies.

  For: Shopify store owners and small e-commerce teams.

  1. Start with Shopify Bot on low-risk tasks.
  2. Add Store Manager once you trust the daily digest.
  3. Route customer messages to Reply Desk drafts.

  Guardrail: Shopify Bot can change a live store; test first.

  Advanced · Money level High (Estimate) · 3 bots

• Sell an AI Search Visibility Retainer

  Measure how brands show up in AI answers, fix their sites and report progress monthly.

  For: SEO freelancers and small agencies.

  1. Audit three brands for free to build proof.
  2. Agree a question set with each client.
  3. Ship fixes monthly.

  Guardrail: Check every number and claim before it goes public.

  Advanced · Money level High (Estimate) · 5 bots

• Sell Automation Projects from a Discovery Audit

  Interview the owner, mine their tools for repetitive work, write a spec and close a build project.

  For: Automation consultants and n8n builders.

  1. Sell a fixed-price discovery.
  2. Run the interview and tool scan.
  3. Deliver a spec with priorities.

  Guardrail: Connect only accounts you own and give the least access needed.

  Advanced · Money level High (Estimate) · 5 bots

• Answer Reviews, Messages and Calls

  Draft replies to reviews and messages and answer the phone, so no customer waits.

  For: Local service businesses.

  1. Add Reply Desk and paste your last ten reviews.
  2. Check the drafts and tone.
  3. Decide on phone answering after checking its plan.

  Guardrail: You send every reply yourself.

  Beginner · Money level Medium (Estimate) · 2 bots

• Offer Grant Finding as a Service

  Find live funding programmes for a client and prepare the application pack they review and file.

  For: Consultants, NGO staff and founders.

  1. Describe the client or project.
  2. Check each programme on its official page.
  3. Review the pack with the client and let them file it.

  Guardrail: The bot never submits an application.

  Intermediate · Money level High (Estimate) · 1 bot

• Cut SaaS and Subscription Waste

  Find every charge and renewal, flag what is unused, negotiate or cancel, and keep watching.

  For: Founders and small teams.

  1. Run a first scan.
  2. Mark keep, cut or negotiate.
  3. Send negotiation emails.

  Guardrail: The bots never pay, sign or accept terms for you.

  Beginner · Money level Medium (Estimate) · 5 bots

• Get Paid Faster on Every Invoice

  Send polite escalating reminders, chase late invoices, explain cross-border fees and watch cash daily.

  For: Freelancers, agencies and small firms.

  1. List open invoices.
  2. Approve reminder tone.
  3. Review cash daily.

  Guardrail: Every message and document stays a draft until you approve it.

  Beginner · Money level Medium (Estimate) · 4 bots

• Go from Sales Call to Signed Proposal to Paid Invoice

  After each call, get to-dos, a proposal deck, a quote routed for approval and invoice chasing.

  For: Agencies and consultants.

  1. Set your proposal template.
  2. Run it after every call.
  3. Approve quotes.

  Guardrail: Every message and document stays a draft until you approve it.

  Beginner · Money level Medium (Estimate) · 5 bots

• Qualify Inbound Consulting Leads

  Every collab or consulting request gets a fit brief and a go or no-go summary, so you answer the good ones first.

  For: Consultants, freelancers and creators who get inbound requests.

  1. Connect only the inbox and Slack workspace you own.
  2. Write down what a good lead looks like for you.
  3. Review a week of briefs and tune the criteria.

  Guardrail: The bot never accepts a deal for you.

  Beginner · Money level Medium (Estimate) · 2 bots

• Quote Faster in a Small Maker Shop

  Answer customer questions and price jobs with quantity discounts, then reply in a consistent voice.

  For: 3D print shops and other small custom-order businesses.

  1. Give the helper your material costs and machine rates.
  2. Check its quotes against a few past jobs.
  3. Use Reply Desk for the messages around each order.

  Guardrail: Quotes are drafts until you confirm costs.

  Beginner · Money level Medium (Estimate) · 2 bots

• Run a Consulting Practice from Tidy Meetings

  Prep every call, capture notes and actions, book follow-ups and invoice on time.

  For: Independent consultants and coaches.

  1. Connect calendar and docs.
  2. Review briefs before calls.
  3. Send follow-ups the same day.

  Guardrail: Every message and document stays a draft until you approve it.

  Beginner · Money level Medium (Estimate) · 5 bots

• Run a Virtual Assistant Business with Bot Backup

  Handle client inboxes, calendars, meeting notes and follow-ups with bots doing the first pass.

  For: Virtual assistants and small VA agencies.

  1. Start with one client.
  2. Agree what you may send.
  3. Review drafts daily.

  Guardrail: Connect only accounts you own and give the least access needed.

  Beginner · Money level Medium (Estimate) · 5 bots

• Sell Review Management to Local Businesses

  Find local businesses with weak reviews, show them drafted replies and sell a monthly review-care plan.

  For: New agency owners and freelancers.

  1. Pick one trade and town.
  2. Build a list of 20 businesses with unanswered reviews.
  3. Show three a sample of drafted replies.

  Guardrail: Check local rules on cold outreach, calls and texts before contacting anyone.

  Beginner · Money level Medium (Estimate) · 4 bots

• Turn Instagram Trends into Posts That Sell

  Find what works in your niche, design on-brand versions, publish on schedule and shortlist warm engagers.

  For: Brands and coaches selling on Instagram.

  1. Pick five accounts to learn from.
  2. Approve designs weekly.
  3. Schedule posts from the sheet.

  Guardrail: Do not reuse other people's images, words or likeness without permission.

  Beginner · Money level Medium (Estimate) · 4 bots

• Automate Accounts Payable Without Losing Control

  Capture and validate invoices, route approvals, renegotiate vendors and catch renewals early.

  For: Small businesses paying many vendors.

  1. Point invoices to one inbox.
  2. Approve in the sheet.
  3. Review vendors monthly.

  Guardrail: The bots never pay, sign or accept terms for you.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Build a LinkedIn Thought-Leadership Engine

  Tune your profile, publish approved posts with branded visuals and track the people who respond.

  For: Consultants and B2B founders.

  1. Run the profile audit first.
  2. Plan two posts a week.
  3. Add a card to each post.

  Guardrail: Nothing is posted publicly without your OK.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Build WhatsApp Support Bots for Small Businesses

  Set up a WhatsApp assistant that answers from the business's own documents, then bill a monthly fee.

  For: Freelancers serving local and online businesses.

  1. Pick one client type.
  2. Load their FAQs and documents.
  3. Test with real questions.

  Guardrail: A person stays reachable for anything the bot is unsure about.

  Intermediate · Money level Medium (Estimate) · 5 bots

• Cover Phones and Chat After Hours

  A phone line and chat agent answer from your documents, book appointments and pass on urgent cases.

  For: Clinics, salons and service firms.

  1. Load FAQs and booking rules.
  2. Test with real questions.
  3. Turn on after-hours only.

  Guardrail: A person stays reachable for anything the bot is unsure about.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Fill Rentals Faster with a Listing Lead Desk

  Answer rental inquiries fast, qualify them, book showings and keep the books tidy.

  For: Small landlords and property managers.

  1. Write your rental criteria and showing times.
  2. Let the desk answer and qualify for a week while you review.
  3. Approve showings it books.

  Guardrail: Handle customer and candidate data under your local privacy rules.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Qualify Chat Leads on Telegram and Hand Off to a Closer

  A chat bot qualifies leads, answers fast, books the call and the closer follows up with notes.

  For: Coaches, agencies and info-product sellers using chat.

  1. Write qualifying questions and approved answers.
  2. Run the chat bot on a test group.
  3. Let it book calls for a week.

  Guardrail: A person stays reachable for anything the bot is unsure about.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Run a Construction Field Office from Your Phone

  Turn site photos into issues, log daily notes, precheck plans and keep the back office in step.

  For: Small contractors and project managers.

  1. Start with daily packets.
  2. Add photo issues next.
  3. Precheck the next plan set.

  Guardrail: This is admin help, not legal, tax or financial advice.

  Intermediate · Money level Medium (Estimate) · 5 bots

• Run a Custom Laser or CNC Shop with Bots

  Coordinate artwork and machine work, process quote requests, sell online and get paid.

  For: Laser engraving, CNC and small maker shops.

  1. Set up the quote form.
  2. Approve each quote.
  3. Plan jobs with the shop bots.

  Guardrail: The bots never pay, sign or accept terms for you.

  Intermediate · Money level Medium (Estimate) · 5 bots

• Run a LinkedIn Lead-Magnet Funnel

  Post a free resource, collect the comments as leads in Notion, and keep your profile ready for the visits it brings.

  For: Founders, consultants and B2B sellers who post on LinkedIn.

  1. Run the profile audit and apply the edits you agree with.
  2. Publish one lead-magnet post.
  3. Let the outreach bot log comments into a Notion database.

  Guardrail: Keep daily caps low and review every send.

  Intermediate · Money level Medium (Estimate) · 2 bots

• Run a Shopify Store with an Ops Roster

  Fulfillment, big-order alerts, WhatsApp support and pricing each have one bot; you handle exceptions.

  For: Small Shopify store owners.

  1. Start with fulfillment and alerts.
  2. Add WhatsApp support after a test week.
  3. Review prices monthly.

  Guardrail: A person stays reachable for anything the bot is unsure about.

  Intermediate · Money level Medium (Estimate) · 5 bots

• Run a Small Accounting Practice

  Faster client replies, document chasing and early due-date notices, with the inbox sorted.

  For: Tax and accounting offices.

  1. Load your client list and due dates.
  2. Review drafts for a week.
  3. Let reminders go out once you trust them.

  Guardrail: Not tax or legal advice; a professional owns every filing.

  Intermediate · Money level Medium (Estimate) · 2 bots

• Run LinkedIn Outbound Only to People Showing Intent

  Find buyers showing intent, research their company, open with something they said and learn which messages convert.

  For: B2B founders and small sales teams.

  1. Define your ideal customer in a few lines.
  2. Review the morning intent list and approve who to contact.
  3. Edit openers and send in small batches.

  Guardrail: Keep daily sending caps low and follow each platform's rules on automation.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Sell a Monthly Competitor Intel Report

  Watch rivals' sites, ads, videos and funding for clients, then send a monthly brief.

  For: Consultants and analysts.

  1. Sign one client.
  2. Set five rivals.
  3. Review alerts weekly.

  Guardrail: Check every number and claim before it goes public.

  Intermediate · Money level Medium (Estimate) · 5 bots

• Sell Conversion Audits to Online Stores

  Mystery-shop the store, review screens, fix tracking and deliver a ranked fix list.

  For: UX freelancers and e-commerce consultants.

  1. Audit one store free for a case study.
  2. Sell a fixed-price audit.
  3. Deliver a ranked list.

  Guardrail: Check every number and claim before it goes public.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Sell Managed Care Plans for Client Websites

  Monitor hosting, audit sites monthly and fix SEO slips under one monthly plan.

  For: Web freelancers with existing clients.

  1. Offer the plan to past clients.
  2. Approve fixes before applying.
  3. Send monthly reports.

  Guardrail: Review a sample by hand before you trust a scheduled run.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Take Restaurant Orders and Calls, and Recover Lost Money

  Chat ordering, a voice booking line, delivery-error recovery and review replies for one restaurant.

  For: Independent restaurants.

  1. Start with the recovery bot.
  2. Add the phone line after testing.
  3. Pilot chat ordering.

  Guardrail: A person stays reachable for anything the bot is unsure about.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Turn LinkedIn Posts into a Lead Pipeline

  Post approved content, catch who engages with you and your rivals, vet invites and follow up in a tracked list.

  For: B2B consultants and founders.

  1. Plan two posts a week.
  2. Approve each post by email.
  3. Review new engagers and invites weekly.

  Guardrail: Keep daily sending caps low and follow each platform's rules on automation.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Turn Product Listings into Content That Ranks

  Write blog posts from products, make images and 3D videos, and refresh pages that slip in search.

  For: Shopify store owners.

  1. Pick your top 20 products.
  2. Approve posts before publishing.
  3. Add images and videos.

  Guardrail: Check every number and claim before it goes public.

  Intermediate · Money level Medium (Estimate) · 4 bots

• Turn Instagram Engagement into a Lead List

  People who like and comment on your posts are warm. Shortlist the ones who fit your ideal customer.

  For: Coaches, consultants and small brands that sell through Instagram.

  1. Add the bot and describe your ideal customer in a few lines.
  2. Connect the Instagram account you post from.
  3. Review the first shortlist and correct anything it got wrong.

  Guardrail: You send every message yourself.

  Beginner · Money level Medium (Estimate) · 1 bot

• Analyze and Run a Short-Term Rental

  Underwrite a purchase, track the market, set nightly prices and keep the books.

  For: Small real estate investors.

  1. Set your buy box.
  2. Underwrite three listings.
  3. Decide with the guide.

  Guardrail: The bots never pay, sign or accept terms for you.

  Advanced · Money level Medium (Estimate) · 5 bots

• Find and Price Public Bids for a Trade

  Find bids in your trade, pull grants as a second source, compare subcontractor quotes and prepare the bid.

  For: Electrical, civil and specialty contractors.

  1. Set your trade and region.
  2. Review the weekly recap.
  3. Collect sub quotes.

  Guardrail: This is admin help, not legal, tax or financial advice.

  Advanced · Money level Medium (Estimate) · 4 bots

• Market a Local Practice with a Bot Team

  A lead bot directs ads, creative, video and checks, so the owner stays with clients.

  For: Clinics, practices and other owner-run local services.

  1. Start with one campaign and a fixed budget you set in Google Ads.
  2. Review every ad before launch.
  3. Add creative and video once the first campaign is stable.

  Guardrail: Review every patient-facing ad and post.

  Advanced · Money level Medium (Estimate) · 2 bots

• Sell QuickBooks Desktop Migrations

  Migrate a QuickBooks Desktop company, audit the result and set up a simple ongoing books system.

  For: Bookkeepers and accounting consultants.

  1. Back up the source file.
  2. Run a test migration.
  3. Audit balances with the client.

  Guardrail: This is admin help, not legal, tax or financial advice.

  Advanced · Money level Medium (Estimate) · 4 bots

• Ship SaaS Releases with Fewer Bugs

  Test each release, gate merges on evidence, fix reported bugs and tell users what changed.

  For: Small SaaS teams.

  1. Run QA on the next release.
  2. Turn on merge gating.
  3. Route bug tickets to the fixer.

  Guardrail: Review a sample by hand before you trust a scheduled run.

  Advanced · Money level Medium (Estimate) · 5 bots

• Build a Company Knowledge Base Your Bots Can Use

  Interview the owner, rebuild messy folders into a wiki, keep memory current and publish help articles.

  For: Small teams.

  1. Run the interview.
  2. Rebuild one messy folder.
  3. Assign owners.

  Guardrail: Connect only accounts you own and give the least access needed.

  Beginner · Money level Low (Estimate) · 4 bots

• Catch and Answer Every Brand Mention

  Watch the web and X for mentions, answer them well and turn complaints into product themes.

  For: Small brands and SaaS teams.

  1. List your brand names and URLs.
  2. Review the weekday rundown.
  3. Approve replies.

  Guardrail: Nothing is posted publicly without your OK.

  Beginner · Money level Low (Estimate) · 4 bots

• Earn More from Your Photos with Open Calls and Licensing

  Find open calls, prepare submissions, catch uncredited use and invoice licensing fees.

  For: Photographers.

  1. Pick a portfolio of 50 images.
  2. Submit to two open calls a month.
  3. Review uncredited finds weekly.

  Guardrail: This is admin help, not legal, tax or financial advice.

  Beginner · Money level Low (Estimate) · 4 bots

• Grow an X Account with a Creator Desk

  Plan, write and schedule posts, threads and replies in your own voice, with you approving what goes out.

  For: Creators, founders and freelancers building an audience on X.

  1. Add Creator Desk and share five posts that sound like you.
  2. Feed the thread writer one idea a day.
  3. Approve the week's plan in one sitting.

  Guardrail: Edit drafts in your own voice and check facts.

  Beginner · Money level Low (Estimate) · 3 bots

• Keep Rental Income Books Clean

  Match rent to tenants, flag late payments, sort expenses for tax time and bundle invoices for your accountant.

  For: Landlords with a handful of units.

  1. Connect only the accounts used for the rentals.
  2. Review the first month's matches.
  3. Approve reminders before they go out.

  Guardrail: It never moves money.

  Beginner · Money level Low (Estimate) · 2 bots

• Know What Local Competitors Are Doing

  Weekly cited reports on competitor moves, plus alerts when their sites or rankings change.

  For: Local service businesses and their agencies.

  1. List your main competitors.
  2. Read the first report and check its sources.
  3. Decide one action per report.

  Guardrail: Research only; no outreach or posting.

  Beginner · Money level Low (Estimate) · 2 bots

• Reconcile Team Expenses Every Week

  Match receipts to payments, log forwarded receipts, handle travel claims and route invoices for approval.

  For: Small teams with company cards.

  1. Set one receipts inbox.
  2. Run the weekly match.
  3. Approve exceptions.

  Guardrail: Review a sample by hand before you trust a scheduled run.

  Beginner · Money level Low (Estimate) · 4 bots

• Recover Money Creators Are Owed

  Catch uncredited photo use, missing affiliate commissions, unclear payout fees and unpaid invoices.

  For: Photographers, affiliates and freelance creators.

  1. Run each check once.
  2. Review the findings.
  3. Send polite requests.

  Guardrail: This is admin help, not legal, tax or financial advice.

  Beginner · Money level Low (Estimate) · 4 bots

• Run a Photography Back Office

  Weather-aware shoot confirmations, edited photos filed by address, and trip expenses ready for the invoice.

  For: Real estate, event and drone photographers.

  1. Add the confirmation bot and load next week's shoots.
  2. Try PhotoFix on one finished shoot.
  3. Log expenses on the next trip.

  Guardrail: Check the client list before scheduled emails run.

  Beginner · Money level Low (Estimate) · 3 bots

• Run Support from a Living Knowledge Base

  A Telegram bot answers from docs that stay current with releases and fixed tickets.

  For: Communities and small SaaS teams.

  1. Move FAQs into one doc.
  2. Launch the bot in your group.
  3. Update docs weekly.

  Guardrail: A person stays reachable for anything the bot is unsure about.

  Beginner · Money level Low (Estimate) · 4 bots

• Run Your Store from a Telegram Chat

  Check orders, get big-order alerts and coordinate store bots from one chat on your phone.

  For: Solo store owners.

  1. Set up the Telegram bot.
  2. Add alerts.
  3. Let the manager summarize daily.

  Guardrail: Connect only accounts you own and give the least access needed.

  Beginner · Money level Low (Estimate) · 4 bots

• Sell Through Relationships You Build on X

  Find the right accounts, reply well, track relationships and vet the inbound that follows.

  For: Founders, consultants and creators selling on X.

  1. Describe who you want to know.
  2. Reply to a few posts daily.
  3. Review the CRM weekly and follow up.

  Guardrail: Nothing is posted publicly without your OK.

  Beginner · Money level Low (Estimate) · 4 bots

• Start Every CEO Day with One Brief

  Morning brief, staff answers from a playbook, inbox items as tasks and notes from every meeting.

  For: CEOs of small companies.

  1. Write a short playbook.
  2. Connect calendar and mail.
  3. Read the brief daily.

  Guardrail: Connect only accounts you own and give the least access needed.

  Beginner · Money level Low (Estimate) · 4 bots

• Turn an Agency Inbox into Tracked Projects

  Label and draft replies, turn requests into tasks, run projects and book the calls people agreed to.

  For: Small agencies.

  1. Connect the shared inbox.
  2. Approve drafts daily.
  3. Run projects weekly.

  Guardrail: Connect only accounts you own and give the least access needed.

  Beginner · Money level Low (Estimate) · 4 bots

• Stay on Top of Rules and Filings

  Read the rules that apply, track company admin, check public claims and keep the inbox sorted.

  For: Owners in regulated trades.

  1. Upload the rules you follow.
  2. List yearly filings.
  3. Check claims before posting.

  Guardrail: This is admin help, not legal, tax or financial advice.

  Intermediate · Money level Low (Estimate) · 4 bots

• Recover Money Lost on Delivery Orders

  Find canceled orders and error charges in delivery portals and file the refund requests.

  For: Restaurants on delivery platforms.

  1. Connect your own merchant portals.
  2. Review the first digest.
  3. Let it file requests once you trust the matches.

  Guardrail: Use only portals you own.

  Beginner · Money level Low (Estimate) · 1 bot