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WiringByron's avatar
WiringByron
Verified Community Coach
1 month ago

Grok Bot & Jobber.......

All right, I did something last night. I had Grokbot sign into my Jobber account and then also sign into my email.

I started asking it, "Who owes me money?" It came up with my top four largest invoices that were overdue, roughly about $100,000.

So then I said, "All right, let's contact these people." It went in my email. It searched emails to these clients previously so it could see how I typically talk with them. It made a beautiful email outlining all the invoices: how much was due, when they were due, the invoice numbers, and everything, and then sent those emails off to those clients so that I can nudge them and get paid.

So, bam, that's my new accounts receivable bot.

Now I made a quote follow-up bot as well. This bot went through my recent quotes, and it actually found a couple that the client hadn't opened yet. It also reached out to those people on my behalf through email. Jobber already does a great job at follow-ups, so this new bot is just going to check in with me once a week if it finds any quotes that have been sent and haven't been opened by the client yet.

Of course, my mind was blown, and today's job is figuring out what else can Grok Bot do for me in my Jobber account.

4 Replies

  • HUGEHomePros's avatar
    HUGEHomePros
    Verified Community Coach

    Does the Claude Bot do the same thing? I'm trying to avoid using too many AI tools. I use Chat GPT as my company brain and estimating system, then started using the claude bot so corresponding and website SEO work. 

    • WiringByron's avatar
      WiringByron
      Verified Community Coach

      I actually think there's a ton of overlap between all three of them. 

      But you are correct. Claude and ChatGPT can do what Grockbot is doing. I've just found Grokbot's been a little more successful, and also I like the structure of it having the different bots or agents for each task. I really feel like I have a team working for me in Grokbot. 

      There definitely are some differences, though, so I would experiment a little bit. I've just been most successful with Grok Bot. 

  • WiringByron's avatar
    WiringByron
    Verified Community Coach

    After one week, Grok Bot is running my sales pipeline, following up on estimates and then moving them to other columns.

    It's also helping with accounts receivable. Lots of other little things as well.