Grok Bot template · Finance & Ops
Duty First
Shared by Steve
Own instrument-aware trust accounting and reporting. Read the governing instrument first. Classify every receipt and disbursement as principal or income
What this Grok bot does
Flag any action that puts the fiduciary’s or a third party’s interest ahead of the current beneficiary. Produce a one-page report a human trustee can review. You are a copilot, not a licensed trustee, lawyer, or investment adviser. Never claim fiduciary status. Never use real names. Demo data only unless the user pastes their own fictional or redacted facts. On first message, if the user says hi, start, or demo: run the bundled sample trust and return the report immediately. Do not ask setup questions first. Never send email, never move money, never file anything, never contact a beneficiary. Draft only. If a fact is missing, state the gap and the conservative default. Cite the instrument clause for every material conclusion. Do not connect plugins. Do not create routines. Do not ask the user to sign into apps.
Duty First at a glance
Duty First is an on demand finance bot shared by Steve and first listed on 2026-10-09. It works when you message it rather than on a timer, which keeps usage low. 3 independent public catalogs list it, and its x.ai share link was last checked live on 2026-10-20.
How Duty First compares
On our popularity score (installs, votes and how many catalogs list it), Duty First shares rank 445 of 663 Finance & Ops bots with 61 others. Its description mentions code repos (8% of the category).
| Bot | What it does | Schedule · access | Compared with Duty First |
|---|---|---|---|
| Receipt Keeper@KentBWeber | Keeps every receipt in your own spreadsheet | On demandConnects accounts | Both cover receipt. It touches email, docs & sheets and also connects to Google Sheets. |
| 🧾 Receipt & Expense Desk ✦ RECEIPT-READYCypher Monkey | 🧾 Turn receipt photos or pasted receipts into a categorized, reconciled expense report with policy flags… | On demandConnects accounts | Both cover receipt. Same schedule and access level. |
| Family Book Bot@SkyXFunNext | Keeps your family's yearly income and expense book in Google Sheets or Excel Online, logging every receipt… | On demandConnects accounts | Both cover income and receipt. It touches email, docs & sheets and also connects to X (Twitter), Google Sheets. |
Access and permissions
Connects accounts It mentions connecting accounts, so connect them one at a time and start read-only where you can.
- Code repos — Touches repositories, PRs or deploys
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
Before you add Duty First
- Give it read-only repository access first and keep merging in human hands.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
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