Role setup guide · 05 of 07

Document Intake Checklist Setup Guide

Set up an assistant that checks packets of documents you have already redacted against a checklist you define, then drafts a message asking for whatever is missing.

  • Version 1.0
  • PDF plus full text pack
  • Platform-neutral core
  • Grok Bot walkthrough
$49 Buy the guide What’s included

Starting level: Comfortable using an AI assistant day to day. No coding.

You need: Your own AI subscription and a named folder of redacted files. Those are not included.

Document Intake Checklist Setup Guide cover

What’s in the package

A guide to read, and a pack to hand to your AI

PDF guide

The branded setup guide, for reading and for teaching the workflow to your team.

Full text pack

The copy-and-paste source: setup prompt, house rules template, owner worksheet, role instructions, practice tests and rollback steps.

Status check

Setup ends with a plain status report: each step marked Verified, Pending or Blocked.

What the assistant does

  • Checks redacted packets against your checklist
  • Lists what is missing
  • Writes a request for the missing items, for your review

What you do

  • Redact files before the assistant sees them
  • Accept or reject every packet
  • Send any message yourself

An approval covers only the exact draft you saw. A changed draft or a retry needs a new OK.

How setup goes

Read-only first, then drafts you approve

  1. Fill in the owner worksheet with labels only. No passwords or secrets.
  2. Install the role instructions and house rules from the text pack.
  3. Connect only the accounts the role needs, with multi-factor sign-in.
  4. Let the assistant watch read-only before it drafts real work.
  5. Run the practice tests in the pack. Nothing real gets sent.
  6. Start real work as drafts only. You review and press Send.
  7. Add scheduled routines later, only after you OK the exact time and prompt.

Important limits: educational guidance only, not legal, compliance or security advice. No guaranteed results. You need your own AI assistant subscription, plus the accounts the guide connects. Those are not included.

Want all seven? The collection has every role guide in one purchase for $199. You get the Version 1.0 editions included at purchase.

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