Made by a Grok Bot user · Free

Duty First

Helps trustees classify incoming and outgoing money, check trust rules, and prepare a short report for human review.

Get Bot

By downloading or using this bot, you agree to our Terms.

  1. You give it a job
  2. Helps trustees classify incoming
  3. You approve

What It Does

Helps trustees classify incoming and outgoing money, check trust rules, and prepare a short report for human review.

Who It’s For:Human trustees reviewing trust accounting through sample, fictional, or redacted facts.

What You Ask It

  • “Run the sample trust and show its report”
  • “Classify these receipts as principal or income”
  • “Flag conflicts and cite the relevant trust clauses”

What You Get Back

You get a one-page trust report with accounting classifications, conflict flags, clause citations, and stated gaps with conservative defaults.

What It Won’t Do

It drafts only: no emails, money transfers, filings, or beneficiary contact. It uses sample, fictional, or redacted facts and connects no plugins.

  1. ① You ask
  2. ② Works on your task
  3. ③ You review

Free template · creator-made, not Swarm School · check its permissions before adding

Why This Ranks High

Usefulness 95 of 100 · #23 in Money & Finance

  • It does one clear job and says what you get back.
  • It asks you first before it sends, posts, buys or deletes.

How we rank bots

Before You Add It

Safety and permissionsAccess, approvals and your responsibility

Made and shared by a Grok Bot user, not by Swarm School. Read what it does, then check every permission it asks for.

Not made by Swarm School or xAI. We can’t make any guarantees about it. You’re responsible for its actions. Review permissions; never run unchecked. Read the bot-use terms and how to add a bot safely.

Made this bot? Request removal.

How to add itSetup steps and your first test
  1. Add the template above.
  2. Check what it can access, then connect your own apps.
  3. Try a small task first, and check the results.

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