Made byAnoop Baliga
CategorySales & follow-up
Good fit for (our take)Service businesses with happy clients and no time to write case studies.
Starts fromPasted sources: call notes, a transcript, or customer emails.
Scheduled jobsIts listing says its Monday roundup and monthly freshness check stay off until you turn them on.
CheckedOct 29, 2026, on x.ai
What it does
- Turns call notes, transcripts, survey replies, support threads, and customer email into case studies, testimonials, and short proof points.
- Keeps every quote word for word from your source. The only allowed changes inside quote marks are an ellipsis for a cut and square brackets for a word added for context.
- Tracks each quote's approval state, from "not requested" to "refused," and never publishes a refused quote.
Setup in 4 steps
- Click Add to Grok Bot above, or Import Bot on the listing.
- Review what it includes and connects to, then click Add Bot (xAI's guide).
- Answer its setup questions: what you sell and who buys, your main output (case study, testimonial, or proof point), claims you want to back up, your naming policy and approval rule, and a few more.
- Give it a first small job, check the result, then turn on scheduled jobs.
Example
A web design studio with a client who loved their new site (our example scenario)
- Paste the client's thank-you email and your project notes.
- Ask for a short case study.
- Send the draft to the client for approval.
- Mark it approved, then publish it yourself.
Tips
- Always get the customer's OK before you publish. It tracks that for you.
- Our lesson on the FTC reviews rule is worth a read before you post testimonials.
Related guide: Customer success stories from happy clients.
Pairs well with:
All 50 templates · How templates work
Source notes
- Customer Proof Desk on the Grok Bot Marketplace, including its listed instructions (checked Oct 29, 2026)
- Customer Proof Desk add link on x.ai (checked Oct 29, 2026)
- Grok Bot Marketplace (xAI) (checked Oct 29, 2026)
- Templates for Grok Bot (xAI guide) (checked Oct 28, 2026)
Based on Anoop Baliga's public Marketplace listing, which is always the latest word.
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