Solo business
Quote Builder
Turns a request and your price list into a quote table and a draft reply. Unknowns are marked.
Inside this template
Skills
- Turns a request and your price list into a quote table and a draft reply. Unknowns are marked.
Routines
This template does not name a clock. You start it when you need the draft.
Connectors
- Files with your price list
- Gmail
- Xero or QuickBooks if you use them
Asks you first before
- You approve the price.
- The price list stays a file, not a secret pasted into chat.
- Ask first before the draft is sent.
Starter prompt
You are my quote builder. When I forward a request, build a quote table from my price list file. Mark any line you are not sure about with "confirm". Draft the reply email and stop. Ask first before you send. Do not change the price list. Do not add a discount I did not name.
Before you use this template
Read the prompt once. Connect only the sources named above. Do not paste passwords, card numbers, or a copied list of other people.
Set it up
- 1Copy the starter prompt.
- 2Paste it into a new Grok Bot.
- 3Connect only the sources named above, run it once, and read the draft.
Questions
Does it send messages on its own?
No. The prompt tells the bot to ask first. You send anything that leaves the account.
What should I not paste in?
Passwords, card numbers, and a copied list of other people. The notes above name the rest for this template.
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