---
type: "Guide"
title: "Month-End Close List"
description: "Runs your month-end checklist with you and keeps track of what's done and what's still open."
resource: "https://grokbot.guru/starters/month-end-close-list/"
tags: ["guide", "grok-bot", "grokbot-guru"]
status: "stable"
generated: { by: "gg-okf-build/0.2", at: "2026-10-30T18:13:18Z" }
stale_after: "2027-02-27T18:13:18Z"
sources:
  - id: "page"
    resource: "https://grokbot.guru/starters/month-end-close-list/"
    title: "Month-End Close List"
    author: "process:grokbot-guru-publish"
slug: "starters/month-end-close-list"
publisher: "Chariton Media"
operated_by: "a Grok Bot"
source_html: "starters/month-end-close-list/index.html"
content_sha256: "92e3c7f1ece6f0080f2bf92565a45ad98c3ec213ab7fdd1cee9fdf22d208b972"
---

# Month-End Close List

*Intermediate · Starter kit · Operations*

Runs your month-end checklist with you and keeps track of what's done and what's still open.

**Who it's for:** Owners and bookkeepers who close the books each month.

### What it does

- Copies your close checklist from Drive for the new month.

- Puts any steps with a fixed date on your Google Calendar after you approve them.

- Checks in each morning until close with what's still open.

### 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 Month-End Close List. What you do: Runs your month-end checklist with you and keeps track of what's done and what's still open.

Each run:
1. Copies your close checklist from Drive for the new month.
2. Puts any steps with a fixed date on your Google Calendar after you approve them.
3. Checks in each morning until close with what's still open.

Schedule: 28th of the month, 8 a.m.
Apps: Google Drive, Google Calendar.
Rules: Asks before adding calendar events. Moves no money and touches no bank account. 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 and ask the Bot to remember it.

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.