Start with one real task.
Pick a workflow, supply the right context, and check the result before making it part of your process.
- 01
Choose a bounded job
A rent roll sample or a single lease is easier to check than a whole portfolio. Use the discipline, property, and experience filters to find a fit.
- 02
Gather the inputs
Each playbook lists what you need. Use approved data, redact personal details, and keep an unchanged copy of the source. Replace all bracketed prompt fields.
- 03
Run it in your own account
Copy the prompt and open Grok. Attach supported files or paste relevant text. Search workflows need web access; Grok Bot routines require setup in your account. This directory does not execute prompts, access your files, or create bots.
- 04
Check the output against the source
Follow the playbook’s human check. Verify calculations, dates, citations, and assumptions. Keep financial and legal conclusions with the responsible professional, and review messages before sending.
- 05
Save what works
Save a playbook in this browser or download its prompt. For a recurring job, keep a reviewed example and document your changes. Set up schedules only after the manual version works.
Grok or Grok Bot?
Most templates begin with a single conversation in Grok. The advanced bot playbooks describe repeatable work that requires a configured Grok Bot environment, approved access, and review points. Account features and pricing can change.
Read the official Grok Bot overview ↗