Build an AI Bot Team for Everyday Business Work (Full Transcript)

[00:00:00] Speaker 1: Today, I'm gonna show you exactly how to use Grokbot step-by-step. Now, Grokbot gives you AI teammates or agents that connect to your apps, work on their own computer, and finish real jobs for you while you do something else. I'm David, and we'll start with the basics today. Build your first bot, and teach it something to do on its own computer. Then come the power moves, like when to hire a second bot, giving your bots work on a schedule, and having them work together. By the end of today, you'll have your first AI team doing real work for you, not just another prompt you have to manage. So, let's go. You can get started with Grokbot here on x.ai slash bot. Now, you'll start with a seven-day free trial, and then you can decide to pay for $20 a month. Hit the download button, run the installer, and you're in business. Once you're in, over on the left-hand side is your list of bots. Think of each one as an agent teammate with a name and a job. So, this is really your team's group chat. Here on the right side is the conversation with whatever bot you've selected. Down below is the message box where you tell it to work. Unlike ChatGPT or other popular AI apps, you never start new chats. You just message your bot when you need something new. And the pattern is one bot per type of job. So, let me show you how to create one. Start by clicking the plus icon up here, then click Create New Bot. After a few seconds, it interviews you to set itself up. Before I answer it, I'm gonna name it by clicking on its name in the header. In the right sidebar here, click on its name to rename it. I'm gonna call mine EagleEye. And these bot avatars are kind of fun. You can click on them to change them, get a couple of different shapes to choose from. Let's go with this combination. With that out of the way, let's answer what we wanna use EagleEye for. Now, you can start with one of these four options if they make sense to you, but I'm gonna type in something custom and make an inbox tracker. See, I'm in charge of a donut shop, and sometimes I get catering orders inside my email, and I don't wanna miss them. Now, if you do something similar, it'll tell you that your email is not connected yet. And instead of having to go through a convoluted plugins or connectors window, you can just do it right here in the chat. I'll select Gmail, and then this new card shows up that I can click Authorize on to connect to my email. Now, one of the things I like is that GrokBot lets you connect multiple accounts per connector. So, if you have multiple Gmail addresses or multiple calendars, multiple Slack instances, you can do that here. If you ever need to manage or disable those connections, just click on the Connect Apps button in the bottom left. Just head up to the Connected view in the top right. Now, let's go back and see what EagleEye has found. Okay, so pretty quickly, it found this catering email from Adele that needs my attention. And then it did a thing called creating a routine. It automatically sets itself up to check for new orders every hour. This is one thing I really like about this new wave of bots like GrokBot and Muse. They keep watching things for you without any complicated setup. From here, I like talking to it like a teammate. You can use the microphone button or the voice mode in the bottom right. Hey, Eagle, is there any more information about the order? If not, go ahead and draft a reply to Adele. With the microphone, that just gets written for you. In voice mode, Grok will talk back. So, that pops up this drafts window, which shows you everything it's about to send. Now, what's cool here is that it'll pick up context from previous emails. Adele has asked us for custom logo boxes in a previous order, and EagleEye has picked this up. Now, I like this email, and I'd send it as is, but what if you don't? Just tell your bot in the same conversation what you wanna change. I actually want this to sound more like AI, so please add some em dashes in. And just like Clockwork, it gives you this new email with all of those lovely em dashes. To close this up, let's send this email. Now, when you correct a bot like this, it saves that information inside its own memory. This back and forth is how you get the best results and how you train your bots. In case you wanna know what your bot has remembered, you can just ask it by showing all of its memories. You'll see the memory is quite extensive, capturing both implicit and explicit context. Okay, that's enough with Eagle. Now, I need help with my finances too. I don't give this job to Eagle because he's my inbox watcher. I train up a new bot called Doe, and three guesses why I call them that. Now, Eagle used a Gmail plugin to connect to my email, but what about an app that doesn't have a plugin? For those, every bot has its own computer, and you can access it by going into the bot's details and clicking on computer. Now, Doe's not doing anything yet, so his computer looks pretty boring right now. Let's change that. So to answer the question, we're gonna categorize and post pending transactions in QuickBooks, and I wanna show you how I do one first. So here's the fun part. You can log in to the bot's computer by clicking this open button. Now, if you're on Windows, you're out of luck because it looks like this, but on a Mac, you see this teach a task button in the top right. Use this to record what you do to teach the bot to do it for you. So I'll open the browser and sign into QuickBooks. Then I go to the starting screen, and now I'm ready to teach Doe a task. I'll demo how to handle one transaction. We'll go to the eSpay water utility line and then set the from to box to a new utility vendor. Then I'll select utilities for the category. Finally, I'll click post. If you were doing this for real, you'd show more examples, but let's click stop here. Then Doe reviews the recording. Now, back on my Windows machine, it's finished the review, and it tells you in these three paragraphs what it understands from your recording. For us, the key is in the second paragraph. On each pending row, it sets a vendor and then a category and then posts the row. If some part of this is wrong, correct it with a message. The more specific you are, the more reliable it'll be. So let's see what Doe has learned and have it categorize the rest of the transactions. Big shout out to QuickBooks for sponsoring this video. Now, I've been a customer for over eight years, and I keep coming back because I don't need to think about my finances anymore. QuickBooks brings in all my bank account and credit card transactions and then suggests a category for each one. Then Grokbot, like you see here, actually helps me finish the job. You can invoice customers, and it connects to all major AI platforms to do that too. And with quick reporting on my P&L statement, my month-end close is easier than ever. Check out the link below to get started and try QuickBooks Online 50% off for three months. So Doe took care of those transactions and then turned the recording into something called a skill. A skill is a saved task that you can type at any time by pressing the forward slash key. That brings up a menu where you can select your skill. Just press enter to run it. Okay, let's cover a different kind of example. This is my bot Glaze who runs customer support. To set it up, I said, can you monitor and respond to tickets in my support queue on Freshdesk? If you don't know Freshdesk, it's basically a ticketing system. Now, we've got these three tickets in and it needs to know what to do with them. It did try to draft some replies down below, but it has no idea how to deal with these. But we can attach our support documentation and then ask Glaze to use these SOPs to draft responses. It then goes straight into drafting replies to the open tickets. And after a few seconds, we get these new drafts. Now, I can choose to edit any of these drafts just by messaging Glaze. Let's say I'm fine with these. I just want Glaze to look for new tickets on a schedule. Eagle Eye did this earlier without us asking, but in case you need it, you can use a prompt like this. Monitor Freshdesk every hour from time to time for new support tickets and draft responses for my approval. This creates a routine which you can click on to view the details of. And to see all the routines for a bot, just click this back button on here. Under details, you'll see all those routines. Now, to wrap up today, I wanna show you something you probably haven't seen before, which is bots talking to each other. In Grokbot, when you click the plus sign, you can create a new group chat. I'll add Glaze, Doe, and Eagle Eye, and then I'll ask for a status update. I'll address each bot by name and tell them exactly how I want them to act in this chat. Then every bot checks in. So Glaze talks about the help desk tickets, Eagle talks about the inbox, and Glaze actually tells Doe about a refund it should expect in QuickBooks. They have this back and forth on the refund and then ask me for help on what to do next. Group chats are a great way for bots to gather necessary context from each other, but they do use up your weekly allowance faster. You can always check that usage allowance by clicking on your profile icon, then going up to weekly usage. Now you know how to use Grokbot to get work done and make a difference in your life. Thanks to QuickBooks Online for sponsoring. You can try them for 50% off for three months using the link below. I'll see you next time.