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A small-business org chart of bots, with five safety rules

Grok Bot Setup

A small-business org chart of bots, with five safety rules

Chris builds a chief of staff plus C-suite and specialist bots, then recommends a simple order: task, refine, skill, routine. His three starter jobs for business owners are a daily brief, sales-call prep with drafts, and a subscription and procurement review. He closes with five conservative security rules, from starting read-only to never pasting passwords or 2FA codes into chat.

How to set it up

  1. Pick one boring job that takes 30–60 minutes a week.
  2. Run it read-only twice, correct it, and only then save it as a skill and a routine.
  3. Have the bot draft emails and CRM changes, and approve each one yourself.
  4. Give each bot the minimum access it needs, and keep sends, purchases and deletes behind approval.

Shared by Substack: Chris (The AI Sidekick). Summary by Bot Lodge; see the original post for full details.

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