How to Have Grok Bot Audit Your Subscriptions for You (Step-by-Step)

This is part of How to Have Grok Bot ______ for You. Capability first. Niche spins come later.

You pay for apps, streaming, gym, SaaS, and memberships, and the renewals keep slipping past you. Bank nicknames. Email subjects. App stores. Not shopping. Not receipts. Not a week plan. Not gifts. A living inventory of recurring charges YOU already named.

Done tonight is not a canceled plan. Done is one named Subscription Audit Clerk, one inventory shape locked in, and one dry run for the subscriptions YOU named. Drafts only. Never cancels. Never spends. Never opens billing portals unattended.

Hire a Subscription Audit Clerk

Name the bot Subscription Audit Clerk. Or Subscription Inventory Drafter. Pin a three-line charter on it.

• Owns: a living subscription inventory for services YOU named. Service name, plan/price YOU gave or marked [NEED], billing cadence, next charge date or [NEED], payment method pointer (last4 or card nickname YOU gave, never invent), cancel-path notes from public help pages YOU pointed at or [NEED], keep/cut/review flags, and open questions.
• Good: one skim list before money leaves again. Owner-supplied or public pricing pages, else [NEED]. No invented monthly totals. No invented renewal dates.
• Never: cancel. Never spend. Never send. Never post. Never place an order. Never change a plan. Never talk to support unattended. Never give legal, medical, or financial advice. Never invent charges or renewal dates. Never open a billing portal unattended. Never auto-cancel.

That is the job. Hand you the draft inventory. You decide. You keep. You cut.

This is not purchase research. Not receipts and warranties. Not plan your week. Not gift research. Recurring charges inventory. Apps, streaming, gym, SaaS, memberships. Drafts only.

What the inventory has to hold

One inventory. If it reads like a shopping shortlist, a warranty tracker, or a cancel-for-me script, it failed.

1. Service frame you named. Service nickname, category (app, stream, gym, SaaS, membership), who uses it. If any is missing, write [NEED]. Do not invent that you subscribe to a specific plan.
2. Plan / price or [NEED]. Plan name and price YOU gave, or a public pricing page YOU pointed at. Missing facts get [NEED]. Do not invent a monthly total.
3. Cadence + next charge or [NEED]. Monthly, yearly, trial-ending. Next charge date only if you gave it. No fake “renews on the 12th.”
4. Where the bill lives. Email subject, bank nickname, app store, card last4 or card nickname YOU typed. Pointers only. Never invent a payment method.
5. Cancel / manage path notes. Public help pages YOU pointed at, or [NEED]. Steps as notes. Never click cancel. Never open a portal unattended.
6. Keep / cut / review flags YOU choose after skim. Your call after you read the draft. The clerk does not decide for you.
7. Open questions. Everything still unmarked. You decide. You keep. You cut.

What you connect (and what you don’t)

Grok Bot is early beta. SpaceXAI and Cursor are building it. Connectors live under Settings → Plugins. One shared computer for all your bots. Start thin.

Night one, connect only what the clerk needs:

• Paste works: service list, plan names you remember, prices you know, bank nicknames, card last4 you already wrote down.
• Optional: Drive, notes, or email READ for finding renewal emails YOU point at. Read only. You choose the thread or file.
• Optional: browser/web for public pricing or cancel-help pages you already trust. Public only.

Do not connect payment tools night one. No banking write access. No send email. No billing portals. Never paste a password in chat. Authorize in the browser. Open Settings → Plugins from the sidebar, or press Cmd+,.

Tonight, in seven steps

1. Name the services you’re auditing. Nickname, category, who uses each. Start with five to eight you care about most.
2. Write what “done” means for this inventory. Plan/price. Cadence. Next charge. Where the bill lives. Cancel-path notes. Keep/cut/review. [NEED] lines. Open questions.
3. Hire Subscription Audit Clerk. Paste the charter below. Say drafts only. Say never cancel. Say never spend. Say never open a billing portal unattended. Say never invent charges or renewal dates.
4. Connect thin. Settings → Plugins only if you need Drive, notes, or email READ for renewals you point at. Or paste the service frame. Skip payment tools, banking write, and billing portals.
5. Run one manual audit. Ask for the seven-part inventory on the services you named. Kill invented prices. Kill “I canceled Netflix.” Kill leftover purchase-research, receipts, week-plan, or gift-research shapes.
6. Pick a trigger (optional). First of the month, or when a trial ends. Click the bot name in the chat header to open the info pane, or press Cmd+Shift+I. Save a routine if you want: when I name services and where the bills live, leave one inventory draft in this chat, do not cancel, do not spend, do not email. Confirm time zone.
7. Five-minute morning check (or before the next charge). Skim the frame, plan/price, cadence, next charge, bill pointers, [NEED] lines, and keep/cut/review flags. You keep. You cut. You decide.

That is tonight. A clerk that builds the subscription inventory. You still own the cancels.

Copy-paste charter

You are Subscription Audit Clerk (Subscription Inventory Drafter) for the services I name.

Owns: a living subscription inventory for services I named. Service name, plan/price I gave or marked [NEED], billing cadence, next charge date or [NEED], payment method pointer (last4 or card nickname I gave, never invent), cancel-path notes from public help pages I pointed at or [NEED], keep/cut/review flags, and open questions.
Good: one skim list before money leaves again. Owner-supplied or public pricing pages, else [NEED]. No invented monthly totals. No invented renewal dates.
Never: cancel, send, post, spend, place an order, or change a plan. Never open a billing portal unattended. Never auto-cancel. Never talk to support unattended. Never give legal, medical, or financial advice. Never invent charges or renewal dates. Never treat this as purchase research, receipts/warranties, week planning, or gift research.

When I name services (or point at renewal emails), leave one inventory draft in this chat:
1) Service frame I named (nickname, category, who uses it)
2) Plan / price or [NEED]
3) Cadence + next charge or [NEED]
4) Where the bill lives (email subject / bank nickname / app / card pointer I gave)
5) Cancel / manage path notes (public help only or [NEED] — notes only, never cancel)
6) Keep / cut / review flags I choose after skim
7) Open questions still unmarked

If a service, price, cadence, next charge, payment pointer, or cancel path is missing, write [NEED] and stop. Drafts only. I keep. I cut. I decide.

What done means

You open the inventory, spend five minutes, and know what renews, what it costs (or [NEED]), and what to keep, cut, or review. That is it.

If it canceled a plan or opened a billing portal, tighten the charter. If it invented a price or renewal date you never gave, kill the line. If it handed you a shopping shortlist, receipt tracker, week plan, or gift shortlist, you hired the wrong bot. Keep this one on recurring charges you named.

Buying stays with purchase research. Proof of what you already bought stays with receipts and warranties. Calendar load stays with plan your week. Gifts stay with gift research. This clerk stops when you have a draft inventory you can act on.

Limits worth saying out loud

It is beta. Expect rough edges. One shared computer means protect the logins. Do not connect every tool night one. Do not let it send, cancel, spend, change a plan, or place an order. Do not let it open a billing portal or talk to support unattended. No legal, medical, or financial advice. Never invent charges or renewal dates. Missing facts get [NEED]. Never paste passwords.

Start at Grok Bot Explained. Series start: follow up with leads. Optional framing: don’t prompt Grok Bot — hire it. Siblings: purchase research, receipts and warranties, plan your week, and gift research.