Learn to use Grok Bot: Your AI Team, from beginner to master

• A teammate, not a chat box

  The official docs describe a Bot as a durable AI teammate with a name, a job, its own conversation and working context that develops over time. Grok Bot docs: Bots

• One computer, shared by your Bots

  Every Bot on your account uses the same cloud computer, and its screens are separate work surfaces, not separate security boundaries. Grok Bot docs: Computer and apps

• Checks help, boundaries matter more

  The security docs say Auto-review doesn’t review every side effect, and that the strongest boundary is the one in your request itself. Grok Bot docs: Security

1. Module 1. Meet Grok Bot and set up your first Bot

   • What Grok Bot is: AI teammates with their own computerThe ideas the rest of the course builds on: named Bots, a shared cloud computer, context that carries over, and approvals for consequential steps.
   • Setting up Grok Bot: devices, sign-in and what your plan includesSupported desktop and phone platforms, how sign-in works, the privacy mode prompt, weekly usage, and why plan details belong on the official page rather than in a course.
   • A tour of the Grok Bot app: sidebar, chat, details pane and SettingsWhere things live: creating and organizing Bots in the sidebar, the chat, the per-Bot details pane with its computer preview, and the Settings tabs.
   • One Grok Bot, one job: writing a Bot’s first messageWhen a job deserves its own Bot, how to describe a role in operational terms, the difference between lasting rules and one-off tasks, and your primary Bot.
   • Your first Grok Bot handoff: outcome, sources, limits and a finish lineThe five parts of a strong request, a safe first task, how sign-ins are handled, how to stop work, and turning a good result into a lasting preference.
2. Module 2. Work with a Bot day to day

   • Messaging Grok Bot: attachments, @mentions, replies and Stop nowEverything you can put in a message, how to steer work already running, when to use a thread or a reaction, and how to end work at once.
   • Giving Grok Bot files and links: formats, limits and the shared workspaceWhich files a Bot can read, the attachment limits, how to label inputs, when links work, and where to keep files you’ll need again.
   • Grok Bot memory in depth: across chats, Bots and group chatsWhen a Bot saves on its own, how memory carries across chats, calls and groups, fixing a fact shared by all your Bots, importing memory, and why memory isn’t a source of truth.
   • Checking Grok Bot’s work: reviewable results and a couldn’t-verify listHow to ask for results you can check: acceptance criteria, source links, timestamps, an action log, and a clear split between facts, assumptions and actions.
3. Module 3. Stay safe: approvals, Auto-review, Vault and sending

   • Grok Bot approval cards in depth: labels, warnings and what closes a cardReading a card before you answer, the label variations, warning lines, what happens if you don’t answer or send a new message, and approvals in group chats and on shared Bots.
   • Grok Bot Auto-review and Custom Rules: what’s checked, what isn’t, and prompt injectionWhat Auto-review covers and what it doesn’t, writing narrow Ask first and Allow rules, why turning it off is a bad trade, and how outside content can try to steer a Bot.
   • Grok Bot Vault and Secure Forms: logins, cards, keys and taking controlWhat Vault holds and who can use it, hints, importing from a password manager safely, the sign-in order, the masked card for API keys, handing over the computer, and the rule for saved cards.
   • When Grok Bot sends for you: email, drafts and your Bot’s own addressHow sending works from your Bot’s own email address: when a requested email goes out, when it waits as a draft, what always waits, and the house rules that keep you in charge.
4. Module 4. Connect your apps

   • Connecting apps to Grok Bot: what a connector can see and doWhat an app connection is, why it beats clicking through a website, whose account it uses, what it can and can’t do, and how to add one.
   • Grok Bot with Gmail, Calendar and DriveWhat the Gmail, Google Calendar, Sheets and Drive apps can do, their documented limits, moving files without pasting them into chat, and company Google blocks.
   • Grok Bot with Slack and Microsoft 365Who the Slack app posts as, where it can post, Microsoft 365 admin approval, OneDrive and SharePoint file rules, and speaking for yourself in team spaces.
   • Adding other apps and MCP servers to Grok BotAsking a Bot to add an app, MCP servers by URL or command, approvals for private networks, read-only public X access, and what team policy does and doesn’t block.
   • Disconnecting apps from Grok Bot and reviewing accessWhat removing an app does, when to disconnect, shared Bots and your accounts, revoked sign-ins, and a simple quarterly access review.
5. Module 5. The Bot’s computer

   • Inside the Grok Bot computer: browser, files and terminalWhat the cloud computer is, what persists, why work continues with your laptop closed, the one-task-per-screen limit, and how your own laptop stays separate.
   • Watching and taking control of the Grok Bot computerWhen to watch, the steps a Bot hands to you, taking control for one step and handing back, and what to check when a Bot seems stuck.
   • Signing in to websites on the Grok Bot computerShared browser sessions, sites that expire sessions, what doesn’t work on the Bot’s computer (passkeys and biometrics), work single sign-on, 1Password, and sites that block the shared network.
   • Organizing files in the Grok Bot workspaceProject folders in /workspace, what survives updates and what doesn’t, why deleting files never deletes chats, handoffs between Bots, and keeping your own backups.
   • Updating and recovering the Grok Bot computerThe difference between Update, Recover and Reset, the least-destructive order to follow when the computer won’t connect, what the phone can do, and when to contact support.
6. Module 6. Pages and finished work

   • Grok Bot Pages: what they are and when to use oneWhat a Page is, when a Page beats a file or a chat reply, who can use Pages today, and the versions you need.
   • Asking Grok Bot for a Page that is easy to reviewWriting a Page request, opening and revising the same Page, what filters and switches do, renaming, and finding Pages later in the Library.
   • Sharing Grok Bot Pages safelyPrivate by default, the three sharing options, what a public link really means, plan differences, and how to narrow or remove access later.
   • Documents, spreadsheets and decks from Grok BotAsking for files with acceptance criteria, previewing file cards, revising instead of copying, where files land, and what image and video creation are and aren’t for.
7. Module 7. Skills: teach a Bot your way

   • Grok Bot skills: saving a way of workingWhat a skill is, how it differs from a routine and from memory, the order the docs recommend (task, skill, then automation), and where skills live.
   • Writing a Grok Bot skill from a good resultThe six things a useful skill states, how to ask a Bot to save one, adding approval rules and failure handling, and naming it so it’s easy to find.
   • Teaching Grok Bot by demonstrationRecording a browser workflow with Teach a task, its time limit and what it records, why the result is only a draft, keeping credentials out of the recording, and what to do if the control isn’t there.
   • Testing and improving a Grok Bot skillTesting a skill on safe and awkward cases, what to check in the result, fixing the skill rather than the output, and re-testing when a source changes.
   • Sharing Grok Bot skills between Bots and teammatesWhich Bot should use which skill, enabling a private skill for a Bot, publishing to a team, keeping published copies in sync, and what can’t be published.
8. Module 8. Routines: work that runs on its own

   • Grok Bot routines: schedules and triggersWhat a routine is, the two ways one starts, where it runs, the documented limits, and how to decide whether a skill should run on a schedule or on an event.
   • Writing your first Grok Bot routineThe six things to confirm, asking in plain words, time zones, why a new routine doesn’t run straight away, and checking When to run.
   • Grok Bot routines that react to email, Slack and webhooksHow event triggers start, why only new activity counts, email triggers on your Bot’s own address, Slack triggers, webhook basics, and keeping matching rules narrow.
   • Approval limits and failure rules in Grok Bot routinesWhy routine approvals expire, why routine email always waits as a draft, the docs’ trust rules, no-data and stale-data policies, and what to know about subagents and delegation.
   • Testing, pausing and fixing Grok Bot routinesUsing Test safely, reviewing a run, where routines are managed on desktop and phone, the troubleshooting checklist, rate limits and failed-run reruns.
   • Grok Bot routines and your weekly usageHow routines spend usage, which patterns spend fastest, what to change first when usage runs low, and the habit of reviewing paused routines.
9. Module 9. Run a team of Bots, safely

   • Designing a Grok Bot team: roles and group chatsHow to grow from one Bot to a small roster, when a group chat helps, how to set one up with two to six Bots, and how to direct messages so the right Bot answers.
   • Handoffs between Grok BotsHow one Bot hands work to another, when handoffs help, why each stage needs a single owner, and how to stop Bots messaging each other when you don’t want them to.
   • Auto-review rules for a team of Grok BotsHow Ask first and Allow automatically rules behave, why narrow rules beat broad ones, what Auto-review doesn’t check, and building one rule set that fits every Bot’s job.
   • Watching Grok Bot usage across your team of BotsWhat spends usage with several Bots, where to see it, the habits that keep it in check, and what to change first when it runs low.
   • Keeping up with Grok Bot changesWhere Grok Bot announces changes, how app updates install, how to run a monthly check of the changelog and docs, and what to re-test when something changes.
10. Module 10. Grok Bot for teams: shared Bots, rules and audit logs

    • Shared Grok Bots: one Bot for your whole teamThe difference between a personal Bot, a shared Bot and a template, who can chat with or manage a shared Bot, what it can use, and what to check before you share.
    • Shared Grok Bots in Slack and group chats: approvals and usageAdding a shared Bot to Slack, linking accounts, who answers approval cards, whose usage pays for each reply, and why places where nobody can answer an approval need extra care.
    • Team Rules and team Auto-review rules in Grok BotWhat admins can set for every member’s Bots, which controls need the Enterprise plan, how team and personal rules combine, and how group settings widen a baseline.
    • Grok Bot audit logs and Action RecordingWhat the audit log records, what Action Recording adds, where each goes, what’s Enterprise only, and how smaller teams keep their own record.
    • Rolling out Grok Bot to a small teamHow team access works, inviting people, the checks before you roll out, the recommended baseline for admins and members, connector policy and usage, and a pilot with a review date.
11. Module 11. Capstone: your AI team Operating Manual

    • Outcomes and roster (Modules 1 and 9)State what your team of Bots is for and who does what, as the first section of your Operating Manual.
    • Job briefs, rules and access (Modules 2 to 4)Record each Bot’s brief, your Custom Rules and Vault decisions, and every connected app.
    • Computer, files and finished work (Modules 5 and 6)Describe where the work lives, how it’s delivered and how you fix the computer safely.
    • One skill and one routine, tested (Modules 7 and 8)Document a tested skill and a guarded routine with their test logs.
    • Running and reviewing the team (Modules 9 and 10)Set the weekly, monthly and quarterly reviews that keep the team safe as Grok Bot changes.
    • Final assessment and certificate of completion (40 questions)A 40-question assessment drawn from an 80-question bank covering all ten modules, mostly scenarios. Pass at 80% with all five Operating Manual sections complete to earn the certificate of completion.

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