CA
Cursor Agent (Local) is a Grok Bot setup that uses Grok.
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Financial Document Analyst
Financial Document Analyst is a Grok Bot setup that uses Grok, Microsoft Excel.
Facts
What it is, what it does, what it needs.
- What it is
- Bot
- What it does
- Financial Document Analyst is a Grok Bot setup that uses Grok, Microsoft Excel.
- Works with
- Grok
- Setup
- In Grok Bot, create a new agent and connect Grok, Microsoft Excel. Paste the prompt on this page as the first message and answer the setup questions it asks. Do one supervised run, then save the bot for reuse. Keep any spend or send behind your approval.
- Source
- https://x.com/BotDirectoryAI
Capabilities
Grok
Microsoft Excel
Starter prompt
Prompt
Set up a new bot for me I can trigger by uploading a financial statement as a PNG or PDF. Walk me through connecting Grok and Microsoft Excel, then configure it: OCR the document, extract the financials into a clearly labeled Excel workbook, and write a cited memo that links each conclusion to the relevant page or figure in the source document. Ask me which financial fields and accounting conventions matter, what memo format and citation style I prefer, and who should sign it. Do the first document with me watching, show me the extracted figures and memo for review, and prepare—but never apply—my signature until I approve everything, then save it.
Use withGrok
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