Accounts receivable Team

• find-skills by vercel-labs

  Looking up counts on Skillselion. · Fetch at run · View on Skillselion

• handoff by mattpocock

  Looking up counts on Skillselion. · Fetch at run · View on Skillselion

Paste the prompt into Grok Bot. This is not one-click OAuth and nothing is installed on this site.

# Grok Bot Teams installer

Set up a team for me called Accounts receivable Team. Create the named Bots, then the group chat, then save the routines.
Ask me only for things you cannot see. Do not start OAuth. If a connector is missing, tell me to connect it in Settings → Plugins.

From https://botteams.io (bookkeeping-ar). Source: https://github.com/ellelion/botteams.

## 1. Create these Bots

Create each Bot below. Use the names exactly. After create, set Name, Title, and Description on the profile.
A Bot is persistent and named. Conversation is the task; Title is the one-line job; Description holds durable rules and approvals.

### Accounts receivable Team - Aging Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Xero, Stripe

Job:
Builds the aged debtor list from Xero and Stripe, grouped by how late each one is.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Accounts receivable Team - Aging Bot
- Title: Builds the aged debtor list from Xero and Stripe, grouped by how late each one is.
- Description: Builds the aged debtor list from Xero and Stripe, grouped by how late each one is. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Accounts receivable Team - Failures Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Stripe

Job:
Watches Stripe for failed and retried charges and separates a card problem from a customer problem.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Accounts receivable Team - Failures Bot
- Title: Watches Stripe for failed and retried charges and separates a card problem from a custome…
- Description: Watches Stripe for failed and retried charges and separates a card problem from a customer problem. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Accounts receivable Team - Chase Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gmail

Job:
Drafts the chase for each late invoice, firmer the later it is. Never sends one.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Accounts receivable Team - Chase Bot
- Title: Drafts the chase for each late invoice, firmer the later it is.
- Description: Drafts the chase for each late invoice, firmer the later it is. Never sends one. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Accounts receivable Team - Escalate Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendar

Job:
Names the accounts that need a human call rather than another email, and books the slot.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Accounts receivable Team - Escalate Bot
- Title: Names the accounts that need a human call rather than another email, and books the slot.
- Description: Names the accounts that need a human call rather than another email, and books the slot. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

## 2. Create this group chat

Open a group chat with two to six of the Bots above. Do not add more than six.

### Receivables desk group chat
Members (4, two to six Bots): Accounts receivable Team - Aging Bot, Accounts receivable Team - Failures Bot, Accounts receivable Team - Chase Bot, Accounts receivable Team - Escalate Bot

## 3. Routines (confirm card required)

Ping each owner Bot with the routine they own so they can save it.
A routine is owned by one Bot, and one Bot can own up to 50 of them. A confirm card will appear. I will confirm each one.
Do not assume a routine is saved until I confirm.

### Aging pass
Owner Bot: Accounts receivable Team - Aging Bot
Schedule: Every Monday at 09:00

Prompt to save (I will confirm the card):
Build the aged debtor list grouped by 30, 60, and 90 days late. Name the five worst.

### Chase drafts
Owner Bot: Accounts receivable Team - Chase Bot
Schedule: Every weekday at 10:00

Prompt to save (I will confirm the card):
Draft a chase for every invoice that crossed a lateness threshold since yesterday. Never send.

## 4. Connectors and how far they go

Connectors are account-wide. They must already be connected.
If any are missing, tell me to connect them in Settings → Plugins first.
Do not walk an OAuth flow from this prompt.
Every Bot on this account can reach every connected tool. The lists above are which Bot is expected to use which, not a second OAuth and not a boundary.

- Stripe: Read. Use Stripe read-only. Never move funds.
- Xero: Read. Use Xero read-only. Never move funds.
- Gmail: Draft. Use Gmail for drafts only. Draft the message, do not send.
- Calendar: Draft. Use Google Calendar for drafts only. Draft the event, do not send invites.

## 5. Skills

Skills live under Settings → Plugins → Yours, and they are per Bot. Reference a skill with /.
If a skill is already installed on the account (Settings → Plugins → Yours), use it. Enable it for this Bot if / does not show it.
If it is not installed, fetch or load it through the Skillselion connector using the skill id. Do not install a second copy.
Connect the Skillselion connector only when a fetch is needed. Do not start OAuth from this prompt.
Do not pin or hide a Bot unless I say so. Hide does not pause routines.
If a workflow should be demonstrated later, mention Teach a task after the first success (browser workflows).

### find-skills
https://skillselion.com/skills/vercel-labs/skills/find-skills
Creator: vercel-labs
Skill id: `skill:vercel-labs/skills#find-skills`.
Scope: every Bot on this team (team scope).

### handoff
https://skillselion.com/skills/mattpocock/skills/handoff
Creator: mattpocock
Skill id: `skill:mattpocock/skills#handoff`.
Scope: every Bot on this team (team scope).


## 6. Also

Standing instructions for every Bot on this team:

- Never move money. Read the ledgers and report.
- Never file anything with a tax authority.

## Human steps

These are yours. The Bot cannot do them.

- Set each Bot avatar (Bot actions → Edit Profile). Attach an image if you want a custom one.
- Create a sidebar section named exactly: Accounts receivable Team. Move the group chat and Bots into it.
- In Settings → Plugins, disable the write tools for Stripe, Xero, Gmail, Calendar. That switch is account-wide and it is the only one that actually stops a write.
- Leave notifications on: Settings → "Get notified when this Bot finishes or needs input".

## Done when

- Named Bots exist
- Named group chat exists ("Receivables desk group chat", two to six Bots)
- I have created section "Accounts receivable Team"
- Each routine has a confirmed save (or I declined)
- Connectors listed above are already connected

Uninstall: delete the Bots and group chats in the Grok Bot sidebar.
There is no remote uninstall from this catalog.