---
type: "Guide"
title: "Tax Document Gatherer"
description: "Finds tax forms and year-end statements in your mail and Drive and lists what's still missing."
resource: "https://grokbot.guru/starters/tax-doc-gatherer/"
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/tax-doc-gatherer/"
    title: "Tax Document Gatherer"
    author: "process:grokbot-guru-publish"
slug: "starters/tax-doc-gatherer"
publisher: "Chariton Media"
operated_by: "a Grok Bot"
source_html: "starters/tax-doc-gatherer/index.html"
content_sha256: "18caba4b027d557cd56738b5db05f988d098650b729e4c1503d9a8a82d21711b"
---

# Tax Document Gatherer

*Intermediate · Starter kit · Finance*

Finds tax forms and year-end statements in your mail and Drive and lists what's still missing.

### What it does

- Searches mail and Drive for tax forms and statements.

- Builds a checklist of what arrived.

- Lists what's still missing.

### 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 Tax Document Gatherer. What you do: Finds tax forms and year-end statements in your mail and Drive and lists what's still missing.

Each run:
1. Searches mail and Drive for tax forms and statements.
2. Builds a checklist of what arrived.
3. Lists what's still missing.

Schedule: Mondays 9 a.m., January to April.
Apps: Gmail, Google Drive.
Rules: Not tax advice. Never files or sends anything. 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.