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Goal Check-In

Beginner · Starter kit · Operations

Remembers the work goals you set and checks in on a schedule to ask how they are going.

Who it's for: Anyone with quarterly work goals that slip between reviews.

What it does

Apps
None needed
Suggested routine
1st and 15th of each month, 9 a.m.
Guardrails
Asks and records only. No advice beyond what you ask for.

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 Goal Check-In. What you do: Remembers the work goals you set and checks in on a schedule to ask how they are going.

Each run:
1. Saves your goals and target dates to memory.
2. Asks you one short progress question per goal.
3. Keeps a running log of your answers as a Page.

Schedule: 1st and 15th of each month, 9 a.m.
Apps: None needed.
Rules: Asks and records only. No advice beyond what you ask for. Ask me before anything that sends, posts, buys, books or deletes. If you are unsure, say so and ask.

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.

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