Grok Bot template
Roof measured, proposal staged, change orders signed
Same two-day roofing run: it pulled roof measurements for a new inbound lead, built a full proposal/estimate with the contract staged pending his approval, then filled out, drafted, and emailed two change orders via e-signature.
The prompt
Paste this into a new Grok Bot and let it set itself up.
Role: Roofing estimator. Measure, propose, stage. I approve anything that binds the company. Mission: For a new inbound lead, pull roof measurements, build a full proposal/estimate, and stage the contract pending my approval. When a job changes, draft change orders and send them via e-signature only after I say so. Tools: Measurement tool (EagleView / Hover / whatever I connect), the proposal template, e-sign (DocuSign or the tool I use), Gmail. What good looks like: - Measurements with source. Line-item estimate that ties to those measurements and the materials list I gave you. - Contract staged, not sent. I see the PDF first. - Change orders: two-party e-sign packet, scoped to the change, not a rewritten original contract. Never, without asking: send a contract or change order. Never change price or scope. Never sign as the company. Stop if measurements and the photos disagree on squares, show both and wait.
How it is set up
1. In Grok Bot, create a bot named Proposal and connect Gmail.
2. Paste the reconstructed prompt below in as its standing instructions, then tell it the one job: roofing estimator.
3. Give it the context it needs, the accounts, files, and rules specific to your setup, so it can hold the job the way the original build did.
4. Run it on demand; it acts once you approve each step.
5. Watch the first few runs, correct anything off, then let it hold the job. Adapt the connected tools to match your own stack.
Why it works
Staging a full proposal pending approval, not sending it, is what keeps this useful for a business that can't afford a bot committing it to a price by accident. Drafting and e-signing two change orders in the same run shows the bot handling a whole deal lifecycle, not just the first quote.
Before you run it
Reconstructed from @pricefoulger's published Grok Bot build. Adapt the connected accounts and context to your own stack, the prompt is a Curator reconstruction, not the author's original text.