Investor metrics 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 Investor metrics 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 (investor-metrics). 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.

### Investor metrics Team - Revenue Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Stripe

Job:
Pulls recognised revenue and separates new, expansion, and churn.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Investor metrics Team - Revenue Bot
- Title: Pulls recognised revenue and separates new, expansion, and churn.
- Description: Pulls recognised revenue and separates new, expansion, and churn. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Investor metrics Team - Usage Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Google Cloud BigQuery

Job:
Reports the product metric promised to investors, computed the same way as last month.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Investor metrics Team - Usage Bot
- Title: Reports the product metric promised to investors, computed the same way as last month.
- Description: Reports the product metric promised to investors, computed the same way as last month. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Investor metrics Team - Cash Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Xero

Job:
Reports cash in bank and burn from the ledger, not from a forecast.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Investor metrics Team - Cash Bot
- Title: Reports cash in bank and burn from the ledger, not from a forecast.
- Description: Reports cash in bank and burn from the ledger, not from a forecast. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Investor metrics Team - Consistency Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Notion

Job:
Flags any metric computed differently than last month and says how.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Investor metrics Team - Consistency Bot
- Title: Flags any metric computed differently than last month and says how.
- Description: Flags any metric computed differently than last month and says how. 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.

### Metrics desk group chat
Members (4, two to six Bots): Investor metrics Team - Revenue Bot, Investor metrics Team - Usage Bot, Investor metrics Team - Cash Bot, Investor metrics Team - Consistency 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.

### Monthly pull
Owner Bot: Investor metrics Team - Revenue Bot
Schedule: Every month on the 1st at 09:00

Prompt to save (I will confirm the card):
Pull last month's revenue split into new, expansion, and churn.

### Consistency check
Owner Bot: Investor metrics Team - Consistency Bot
Schedule: Every month on the 2nd at 09:00

Prompt to save (I will confirm the card):
Compare this month's definitions to last month. Name any that changed.

## 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.
- Google Cloud BigQuery: Draft. Use Google Cloud BigQuery read-only.
- Notion: Draft. Use Notion for drafts only. Write the page, never publish.
- Xero: Read. Use Xero read-only. Never move funds.

## 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 send to investors without a human yes.
- Never state a number you cannot source.

## 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: Investor metrics Team. Move the group chat and Bots into it.
- In Settings → Plugins, disable the write tools for Stripe, Google Cloud BigQuery, Notion, Xero. 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 ("Metrics desk group chat", two to six Bots)
- I have created section "Investor metrics 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.