What the source did
- He created an "unclaimed property bot" and had it scan his customer list.
- It found over $8,000 in unclaimed funds across 150 of his personal contacts.
- It drafted and sent each of those contacts an email with information on how to collect the money.
- He says he already has 4 client meetings set up as a side effect, and clients are sending him photos of the checks they're receiving.
- The money goes to his contacts, not to him. His gain is the goodwill and the meetings.
- He posted it as a reply in a thread asking what people got done with Grok Bot, and tagged the bot, but the reply itself doesn't name the tool.
- Heads-up: one reply from a small account with 1 like and no screenshots. He doesn't say what his business is, which states the bot searched or how it found the funds.
“Clients are sending me photos of the checks they are receiving.”— @SoryNotaBot, X
Summary written by Agent Cookbook from the original post. See the original for the full context. How we source recipes
Our notes
- What it takes
- Grok Bot, your contact list with cities and states, and the official state unclaimed-property sites. He shared no template.
- Where it breaks
- False matches on common names, emails that read like a scam, and sending in bulk without reading each one.
- Human checkpoint
- In our version you read and send every email yourself and point people to the free official claim site. His sent the emails.
- Tools involved
- Grok Bot, Your customer or contact list, State unclaimed-property search sites
✓ Verified Source link checked and still live. Notes by Thomas, editor. How we verify
Copy the prompt
Ours Our version, built from what he described. He shared no template or prompt. Fill in the [BRACKETS].
Check my contact list for unclaimed property.
1. Read my contact list (name, city and state, email).
2. For each contact, search the official unclaimed-property site for their state (and any state they lived in before, if I've noted it).
3. Only count a match when the name and city clearly fit. List possible matches separately.
4. For each match, draft a short, friendly email: what was found, roughly how much if the site shows it, and how to claim it for free on the official site.
5. Never ask a contact for money, ID numbers or bank details, and never offer to claim it for them.
6. Show me the list and drafts. Don't send anything until I approve each one.
Approval rule
🛡
In our version the bot finds matches and drafts each email, and you review and send them yourself. His sent the emails. Sending, buying, posting, and deleting always need a human.
Set it up
- Export your customer or contact list with names, cities, states and emails.
- Paste the prompt into your Grok Bot and attach or connect the list.
- Check the matches it found, and drop any that aren't clearly the same person.
- Read each draft and send the ones you're happy with.
- Follow up with anyone who replies. His side effect was 4 client meetings.
Common failures
⚠
- Matching the wrong person. Common names need the city and state to line up.
- Sounding like a scam. Point people to the free official state site and never ask for payment or personal details.
- Bulk-sending without reading. A wrong match emailed to a client hurts trust.
- Counting the $8,000 as income. The money goes to the contacts; the business comes from the goodwill.
Variations
- Run it again each time you add new clients.
- Advisors, agents and local businesses can use it as a reason to check in with old clients.
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