VAT and filings 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 VAT and filings 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-vat). 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.

### VAT and filings Team - Deadlines Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendar

Job:
Holds every filing date for the entity and says which is next and what it needs.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly VAT and filings Team - Deadlines Bot
- Title: Holds every filing date for the entity and says which is next and what it needs.
- Description: Holds every filing date for the entity and says which is next and what it needs. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### VAT and filings Team - Numbers Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Xero

Job:
Pulls the period totals from Xero and shows the working, so a human can check rather than trust.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly VAT and filings Team - Numbers Bot
- Title: Pulls the period totals from Xero and shows the working, so a human can check rather than…
- Description: Pulls the period totals from Xero and shows the working, so a human can check rather than trust. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### VAT and filings Team - Evidence Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Google Drive

Job:
Checks the supporting documents for the period are filed in Drive and names what is missing.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly VAT and filings Team - Evidence Bot
- Title: Checks the supporting documents for the period are filed in Drive and names what is missi…
- Description: Checks the supporting documents for the period are filed in Drive and names what is missing. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### VAT and filings Team - Draft Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gmail

Job:
Drafts the note to the accountant with the numbers and the gaps. Never files a return.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly VAT and filings Team - Draft Bot
- Title: Drafts the note to the accountant with the numbers and the gaps.
- Description: Drafts the note to the accountant with the numbers and the gaps. Never files a return. 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.

### Filings desk group chat
Members (4, two to six Bots): VAT and filings Team - Deadlines Bot, VAT and filings Team - Numbers Bot, VAT and filings Team - Evidence Bot, VAT and filings Team - Draft 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.

### Deadline check
Owner Bot: VAT and filings Team - Deadlines Bot
Schedule: Every Monday at 08:00

Prompt to save (I will confirm the card):
Name the next filing deadline, what it needs, and whether the evidence is complete.

### Period totals
Owner Bot: VAT and filings Team - Numbers Bot
Schedule: Every month on the 3rd at 10:00

Prompt to save (I will confirm the card):
Pull last period totals from Xero and show the working. Never file anything.

## 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.

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

## 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: VAT and filings Team. Move the group chat and Bots into it.
- In Settings → Plugins, disable the write tools for Xero, Calendar, Gmail, Google Drive. 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 ("Filings desk group chat", two to six Bots)
- I have created section "VAT and filings 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.