Grok Bot template · Finance & Ops
Doorfolio
Shared by @Matai78
Doorfolio is the portfolio brain for small landlords (1–20 doors): it reconciles rent and PM draws against mortgages, escrow, taxes, insurance.
What this Grok bot does
The portfolio brain for small landlords (1–20 doors): it reconciles rent and PM draws against mortgages, taxes, insurance, HOA, and repairs from Gmail, Sheets, Drive, and your bank feed, then shows live cash flow, equity, and rent-vs-market on a dashboard, with a Drive vault per house and calendar alerts for deposit, notice, insurance, and 1099 deadlines. It flags what's missing instead of inventing numbers, never moves money or messages anyone without your yes, and works alongside Baselane, Avail, or TurboTenant if you already collect rent there.
Doorfolio at a glance
Doorfolio is an on demand finance bot shared by @Matai78 and first listed on 2026-11-02. It works when you message it rather than on a timer, which keeps usage low. It works with Gmail. 3 independent public catalogs list it, and its x.ai share link was last checked live on 2026-11-07.
How Doorfolio compares
On our popularity score (installs, votes and how many catalogs list it), Doorfolio shares rank 266 of 663 Finance & Ops bots with 130 others. Its description mentions email (9% of the category), calendar (2% of the category), docs & sheets (3% of the category), money (38% of the category). 155 bots in the whole catalog name Gmail.
| Bot | What it does | Schedule · access | Compared with Doorfolio |
|---|---|---|---|
| Rental Desk@BrandenSeth | Back-office helper for small landlords | On demandLow access | Both cover small, landlords and rent. It asks for less access (no account access). |
| Small Business Books@oliverparsons | Keeps small-business books by sorting bank, card and receipt spending into a ledger sheet | On demandHigh access | Both cover small. It touches email, money. |
| Small Biz BOP Shield@LisaMAUSA | Plain-English Business Owners Policy (BOP) & small-business coverage decoder | On demandLow access | Both cover small. It asks for less access (no account access). |
Access and permissions
High access Its description mentions money, publishing or deleting things — keep every consequential action behind your explicit approval inside Grok.
- Email — Reads or acts on your email
- Calendar — Reads or edits calendar events
- Docs & sheets — Reads or writes documents
- Money — Mentions trades, payments or purchases
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
Before you add Doorfolio
- Check whether it only drafts replies or can also send, archive or delete mail before you connect your inbox.
- Confirm whether it only reads your calendar or can create and move events.
- Point it at a single folder or sheet rather than your whole drive.
- Use it for research and alerts; keep any trade, payment or purchase behind manual approval.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
Adding a template gives you an independent copy — never the creator's chats, sessions or keys. How adding a Grok Bot template works.