Grok Bot: Essentials — Chief of Staff Playbook

A focused, 45-minute playbook for running a daily digest with Grok Bot. Learners have a Bot pull email, Slack, calendar and notes into one source-linked digest, map it to priorities and the decisions an executive owes, tune out noise and schedule it - then see how a leadership team could share the same job through Shared Bots (formerly called Team Bots).

What this course covers

The course runs across 3 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

A source-linked daily digest across email, Slack, calendar and notes — Learners give a Bot one job - a daily digest - and the sources it may read, then ask for a digest that cites a source link or item ID for every line. They spot-check items against the source and ask the Bot to separate facts from assumptions.
Mapping to priorities and decisions owed, tuning noise, then scheduling — Learners have the Bot map every item to written priorities, put decisions and commitments owed first with due dates, and catch clashes such as a decision due after the related meeting. They mark items useful or noise to tune it, test it twice, then turn it into a routine with a schedule, time zone and missing-source rule.
Shared Bots: one digest Bot the leadership team shares — Learners see the same job as a shared Bot: each leader chats privately with it, it reads each person's email, Slack and calendar through that person's own connected account, and shared priorities live as a file in its Bot settings or as something the Bot saves for the whole team. Each leader can ask for their digest each morning, or set up their own routine on it (teammates can have routines on a shared Bot) and test it before relying on it.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick.

Who it is for

Chiefs of staff, executive assistants, operations leads and busy managers. The material is pitched at beginner level, and takes roughly 45 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Tool: Grok Bot track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including guided lab, branching scenario exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a lab assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Also in this track

Grok Bot: Essentials — Get everyday work done with Grok Bot. Learners set up a focused Bot, write clear requests, attach files, sign in safely, connect apps, handle approvals, and start using one of their team's Shared Bots (formerly called Team Bots) in the app and in Slack. By the end they can take a read-and-prepare task from request to a reviewed, unsent result.
Grok Bot for Developers: Essentials — Incidents & Performance Playbook — A focused 45-minute playbook for incidents and performance work with Grok Bot. Learners hand a Bot a sampled request log and the deploy log from a latency regression, have it measure before and after on its cloud computer, and separate facts from hypotheses with the highest-impact cause first. They finish by setting up a recurring, read-only health report as a Shared Bot (Shared Bots were formerly called Team Bots), or by writing that setup down, with no unsupervised production changes.
Grok Bot: Essentials — Sales & Accounts Playbook — A focused, 45-minute playbook for sales and account work in Grok Bot. Learners have a Bot research and score accounts against an ideal customer profile, prepare review-ready outreach drafts that are never sent, and build a weekly account-health watch list - then see the same job as one Bot the whole sales team can use through Shared Bots (formerly called Team Bots).
Grok Bot: Intro — A short first look at Grok Bot, the app where named AI teammates called Bots finish work inside your tools. Learners see how it differs from Grok, how a Bot uses its own cloud computer and stops for approval, and how Shared Bots (formerly called Team Bots), one Bot the whole team chats with, differ from your own Bots, then hand a first Bot one small read-only task.
Grok Bot: Essentials — Finance & Operations Playbook — A focused, 45-minute playbook for weekly expense review with Grok Bot. Learners have a Bot reconcile a week of expenses against policy with a cited section for every flag, prepare one follow-up draft per owner, and prove the totals tie back to the source - with nothing approved, changed or sent - then see how a finance team could share the same job through Shared Bots (formerly called Team Bots).
Grok Bot for Everyone Pathway — Hand real work to Grok Bot in any role: from your first Bot to skills, routines, Pages, Bot teams and guardrails, with Shared Bots (formerly called Team Bots) at every level, from using your team's Shared Bot to running Shared Bots across a department. Also includes 3 optional playbooks (Sales & Accounts, Chief of Staff, Finance & Operations) to take any time after Essentials; they don't count toward the certificate.
Cursor & Grok Bot for Everyone Pathway — One path for teams that use Cursor with Grok Bot included. A short placement check for each tool sends you to the right Cursor course and the right Grok Bot course. Also includes 6 optional playbooks (Cursor: Internal Tools, Data & Reporting, Prototypes; Grok Bot: Sales & Accounts, Chief of Staff, Finance & Operations) to take any time after Essentials; they don't count toward the certificate.

Frequently asked questions

How long does this course take?

It runs roughly 45 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

How is it assigned to a team?

An administrator assigns it from the Vero dashboard to one person, a team, a department or the whole company, and sees progress and results per person and per skill.

Can we customise it with our own documents and terminology?

Yes. Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Course code TUL-GBOT-122.