Read their guide
Made and published by @Rasmic. Start here; it is their original, not ours.
Guide · by Greg Isenberg (@gregisenberg)Greg Isenberg's 5-step Advisor setupSetup steps posted on X with a 47-second clip of Ras Mic: create the bot, connect accounts through Plaid, give it your goals and one blunt job, then ask it before any big move.Open it ↗Guide · by Greg IsenbergFull episode: Grok Bot: Engineering, Design, Content, Money, ShoppingGreg Isenberg's YouTube channel, published Nov 11, 2026. The advisor section starts at 37:19.Open ↗
Our adapted version
Ours Our version, built from Greg's steps and the episode. Greg's post is the original setup. Fill in the [BRACKETS].
You are my Advisor. You have one job: stop me from making bad decisions. Be blunt.
WHAT YOU KNOW
- My goals for this year: [what I'm saving for] and [what I'm building].
- My accounts, connected through Plaid. Read my transactions to see where my money actually goes and what each goal has.
WHEN I SEND YOU A BIG MOVE
(a purchase, an investment, an acquisition, a new business idea) and ask "wdyt of this":
1. Give a verdict first: do it, don't, or not yet.
2. List your reasons, for example:
- Effect on my other goals: what this would pull money or time away from.
- Red flags in the deal itself: terms, the other side's conditions, anything unusual.
- Condition or quality issues: age, wear, repairs, hidden costs.
3. Say what would change your mind.
RULES
- You only read and advise. Never buy, sell, move money, sign up for anything or contact a seller or anyone else.
- If you can't see something you need, say so instead of guessing.
- The decision is always mine.
What they did
- Ras Mic says he has "shiny object syndrome", so he runs ideas past an advisor bot before acting on them (from the episode description).
- His finance bots connect to his accounts through Plaid, so the advisor can read his transactions and hold him to his goals.
- He sent it a real estate listing. It advised against buying and gave three reasons: the cash would be pulled from his other goals, the seller wanted unrepresented buyers only, and the boiler and furnace were from 2009.
- Greg Isenberg posted a 47-second clip of it on X on Nov 12, opening with Ras Mic's line about a $1.35M mistake, plus five setup steps.
- Greg's steps, in short: make a new bot called Advisor, search "finance" in plugins and connect your accounts through Plaid, tell it what you're saving for and building this year, give it one job ("Stop me from making bad decisions. Be blunt."), and before any big move send it the details and ask "wdyt of this."
- In an earlier thread reply on Nov 11, Greg listed it as a takeaway: "connect your bank through plaid and an advisor bot will talk you out of shiny objects".
- Heads-up: we did not see the listing, its price or the advisor's full reply beyond the episode description, and the source didn't say how long setup took.
“Stop me from making bad decisions. Be blunt.”— Greg Isenberg (@gregisenberg), quoting Ras Mic (@Rasmic), X
Summary written by Agent Cookbook. The amount is quoted as the creator stated it in their own public post or interview; we link it but can't see their accounts. See the original for full context. How we verify
Our notes
- What it takes
- Grok Bot with the finance plugin and your accounts connected through Plaid, plus your goals for the year written down. Greg Isenberg's five setup steps are linked first; the advisor prompt is ours.
- Where it breaks
- Asking after you've already committed, skipping the goals it needs to judge against, and treating its verdict as final. The $1.35M figure is only in Greg's quote of Ras Mic; we didn't see the listing.
- Human checkpoint
- The advisor reads your accounts and gives a blunt view. It never buys, sells, moves money or contacts a seller. Every decision is yours.
- Tools involved
- Grok Bot, with a new bot named Advisor, The finance plugin, with your accounts connected through Plaid, Your goals for the year: what you're saving for and what you're building, You, to make every decision; the advisor only reads and advises
✓ Verified Source link checked and still live. Notes by Thomas, editor. How we verify
Approval rule
🛡
The advisor only reads your accounts and gives its view. It never buys, sells, moves money or contacts a seller; the decision is yours. Sending, buying, posting and deleting always need a human.
Set it up
- In Grok Bot, create a new bot and call it Advisor.
- Search "finance" in the plugins and connect your accounts through Plaid.
- Tell it your goals for the year: what you're saving for and what you're building.
- Give it a single job, in Greg's words: "Stop me from making bad decisions. Be blunt."
- Before any big move, send it the details (a listing, a deal, an idea) and ask "wdyt of this."
- Read its reasons, then make the call yourself.
Common failures
⚠
- Asking after you've already committed. The steps say to send it the details before the move.
- Skipping the goals step. Its strongest reason in the episode was the effect on his other goals, which it can only weigh if it knows them.
- Letting it act. In this setup it reads and advises; buying, selling and contacting anyone stays with you.
- Treating the verdict as final. It can only judge what it can see, so check its reasons against the listing or deal yourself.
Variations
- Use it for any of the moves Greg lists, not just property: a purchase, an investment, an acquisition or a new business idea.
- Send it two options at once and ask which fits your goals better.
- Pair it with a bid or quote checker before you buy; see the related recipes below.
Related setups: A Grok Bot that checks bids and quotes before you buy → · A home-finder Grok Bot for buying a new build → · An AI CFO Grok Bot that reads your invoices →
Get the next money recipe. Free.
New recipes every week, plus the top 10 agent setups pack.
Unsubscribe anytime. Privacy