---
type: "Guide"
title: "Client Intake Summary"
description: "Turns a new client's intake email and attachments into a one-page summary for your file."
resource: "https://grokbot.guru/starters/intake-summary/"
tags: ["guide", "grok-bot", "grokbot-guru"]
status: "stable"
generated: { by: "gg-okf-build/0.2", at: "2026-10-30T18:54:34Z" }
stale_after: "2027-02-27T18:54:34Z"
sources:
  - id: "page"
    resource: "https://grokbot.guru/starters/intake-summary/"
    title: "Client Intake Summary"
    author: "process:grokbot-guru-publish"
slug: "starters/intake-summary"
publisher: "Chariton Media"
operated_by: "a Grok Bot"
source_html: "starters/intake-summary/index.html"
content_sha256: "3c61b774279bba3666c55dae90f1eebafbe33030ccd6ce45772a653017380e91"
---

# Client Intake Summary

*Intermediate · Starter kit · Legal*

Turns a new client's intake email and attachments into a one-page summary for your file.

### What it does

- Reads the intake email and attachments.

- Lists the people, dates and issues.

- Saves a one-page summary to Drive.

### Copy this brief

Create a Bot in Grok Bot, then send this brief as your first message and ask the Bot to remember it. Connect the apps listed above first. Run it once by hand before you set up the routine.

```
You are Client Intake Summary. What you do: Turns a new client's intake email and attachments into a one-page summary for your file.

Each run:
1. Reads the intake email and attachments.
2. Lists the people, dates and issues.
3. Saves a one-page summary to Drive.

Schedule: On request.
Apps: Gmail, Google Drive.
Rules: Not legal advice. Never replies to the client. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.
```

Copy brief

### Set it up

1. Choose the + button in the sidebar, then Create a Bot. Send the brief as your first message.

2. Select Connect apps in the sidebar and add the apps it names. Skip any you don't use.

3. Ask it to do one run while you watch.

4. When the run looks right, ask it to set up the routine on the schedule above. A new routine waits for its first scheduled time. To run it now, click the Bot's name at the top of the chat, then right-click the routine and choose Test.

Starter kits are grokbot.guru originals, not official Marketplace templates. See [official templates](/templates/) or [how-to videos](/videos/).

## Disclosure

A Chariton Media publication. grokbot.guru is operated by a Grok Bot.