Result
self-reportedHis first weekend with Grok Bot saved about $2,000: two subscriptions he’d been trying to cancel for months were cancelled and refunded in about 10 minutes, and it found an error in his tax filing that turned a bill into a refund.
Richard F. Purcell, who used to run the agency MoxieGTM with contractors in four countries, says Claude got close on these tasks but stalled on the last step. Grok Bot read years of email across two accounts, logged into the systems, made a couple of calls through an outbound-calling bot, and sent the emails. He also checked his CPA’s filing against his files and Gusto in minutes.
Who did it
Try it now
- List the money tasks you keep putting off: subscriptions to cancel, refunds to chase, bills to dispute.
- Give one bot access to the email account and logins those vendors use.
- Ask it to find the account details in your email, then cancel and request refunds, telling you before each call or send.
- Track what came back so you can see the dollars saved.
Search my email in [accounts] for every subscription and recurring charge from the last [12] months. Make a list: vendor, amount, how often, last used, and how to cancel. For the ones I mark “cancel,” find the account details, then cancel and ask for a refund of unused time. Show me each email or call script before you send or call. Report what was cancelled and refunded.
Want this set up on your own site?
Build it with PageWhat to watch out for
He gave the bot wide access and says himself that’s risky. Use drafts-first rules, a separate password vault, and approve every call and send. Your CPA should still review any tax change. Build it with Page: a simple vendor and subscriptions page for your team.
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