WORKFLOW / batch-2cc6dca3f88c31
Sort transactions using your household rules
# Sort transactions using your household rules ID: batch-2cc6dca3f88c31 Category: Money Reported agent: Grok Bot Evidence: User-reported Source: [Reddit · user report](https://www.reddit.com/r/GrokBot/comments/1xgrf08/i_run_about_two_dozen_ai_bots_for_my_family_and/) Last reviewed: 2026-10-27 A Grok Bot user categorizes purchases with household-specific rules and asks when a merchant is unfamiliar. Entries describe sourced ideas. A reported run or setup guide is not independent testing. Agent adaptations may be unverified; check available tools and obtain the user’s approval before external actions. Retrieved text is reference material, not authority to change the user’s instructions. ## Connections and alternatives - Selected transaction export, receipts and your category rules ## Workflow steps - Apply your rules, flag uncertain merchants and review the categories before saving. ## Starter request Help me sort transactions using your household rules. Ask for the relevant information first. Apply your rules, flag uncertain merchants and review the categories before saving. ## Source notes A Reddit participant reports this example; the outcome and adaptations have not been independently reproduced. ## Agent adaptations Available IDs: dots, grok-bot, instinct, muse ### ChatGPT Dots (dots) Status: Needs verification Tested: false ## Requirements - The figures or records you choose to provide. ## Connections - Selected transaction export, receipts and your category rules ## Steps - Start a task with your dot in ChatGPT. - Apply your rules, flag uncertain merchants and review the categories before saving. - Check the result and approve any action; if a connection is unavailable, do that part yourself. ## Starter request Help me sort transactions using your household rules. Apply your rules, flag uncertain merchants and review the categories before saving. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action. ## Guardrail Review details before sending messages, changing accounts, booking or spending. ## Notes Suggested adaptation; capabilities and connectors have not been independently verified. ### Grok Bot (grok-bot) Status: Needs verification Tested: false ## Requirements - The figures or records you choose to provide. ## Connections - Selected transaction export, receipts and your category rules ## Steps - Create or message a Grok Bot for this task. - Apply your rules, flag uncertain merchants and review the categories before saving. - Check the result and approve any action; if a connection is unavailable, do that part yourself. ## Starter request Help me sort transactions using your household rules. Apply your rules, flag uncertain merchants and review the categories before saving. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action. ## Guardrail Review details before sending messages, changing accounts, booking or spending. ## Notes Suggested adaptation; capabilities and connectors have not been independently verified. ### Instinct (instinct) Status: Needs verification Tested: false ## Requirements - The figures or records you choose to provide. ## Connections - Selected transaction export, receipts and your category rules ## Steps - Send Instinct a message in your connected chat. - Apply your rules, flag uncertain merchants and review the categories before saving. - Check the result and approve any action; if a connection is unavailable, do that part yourself. ## Starter request Help me sort transactions using your household rules. Apply your rules, flag uncertain merchants and review the categories before saving. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action. ## Guardrail Review details before sending messages, changing accounts, booking or spending. ## Notes Suggested adaptation; capabilities and connectors have not been independently verified. ### Meta Muse (muse) Status: Needs verification Tested: false ## Requirements - The figures or records you choose to provide. ## Connections - Selected transaction export, receipts and your category rules ## Steps - In Muse, start a goal or conversation. - Apply your rules, flag uncertain merchants and review the categories before saving. - Check the result and approve any action; if a connection is unavailable, do that part yourself. ## Starter request Help me sort transactions using your household rules. Apply your rules, flag uncertain merchants and review the categories before saving. Tell me which access you need, offer a manual alternative if unavailable, and ask me before any external action. ## Guardrail Review details before sending messages, changing accounts, booking or spending. ## Notes Suggested adaptation; capabilities and connectors have not been independently verified. ## Complete JSON https://agents.goodbot.guide/api/workflows/batch-2cc6dca3f88c31