AI at Work Playbook

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Keep one living to-do list with the Status Report Writer template

🤖 Build an agentGrok BotBeginner

Task · Grok Bot: action items
Time saved · 20-30 min to set up, then 1-3 hrs a week (estimate, not measured)

ℹ️ Template names and descriptions come from the Grok Bot template gallery as of 2026-10-20. Templates can change; check the gallery description before you rely on a feature.

Steps

  1. In Grok Bot, open the template gallery and search for "Status Report Writer"
  2. Read the template description, then add it and follow its setup to connect the apps it asks for
  3. Per the gallery, it pulls open action items from docs, meetings and Slack into one living list and a morning digest
  4. To have it run on a schedule, ask it to set up a routine; you can see and manage routines in the bot's info pane (click the bot's name in the chat header)
  5. Paste the first prompt below to tailor it to you, then check its first result before you rely on it

Prompt / template

Track my open action items in one list.
Pull items assigned to me or promised by me in: [docs, meeting notes, Slack channels].
For each item: what it is, who's waiting on it, where it came from, and the due date if one was stated (don't invent one).
Each weekday morning, send me a digest: overdue first, then due this week, then everything else in one line each.
When I say an item is done, remove it.

Source · Grok Bot template gallery (template: Status Report Writer; find it by name in the app)
Last checked · 2026-10-20

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