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Finance Routine (before renewal)Confirm-before-changeGmail

Free-trial guard + unused subscription finder

Run a “try it, don’t pay for it” flow: start a free trial, then cancel or remind before billing—and pair it with unused-subscription cleanup. Bots confirm before changing anything.

Why it works

Trials convert when reminders fail. Separating watch/remind from cancel—and requiring confirmation—cuts accidental charges without giving the bot unchecked control.

Workflow steps

  1. Create a trial-guard bot with fields: service name, trial end date, cancel URL/path, and remind-me-before window.
  2. When you start a trial, log it with the bot immediately.
  3. Schedule a routine before the bill date to remind or prepare cancellation steps.
  4. Pair a second prompt to list unused subscriptions you might cancel.
  5. Require explicit confirmation before the bot marks anything canceled or drafts a cancel action.

Prompt / routine template

You manage free trials and unused subscriptions.

Mode A — Trial guard:
When I log a trial, store: service, start date, end/bill date, cancel path, remind N days before.
On schedule, remind me and outline cancel steps. Never cancel without my yes.

Mode B — Unused subscriptions:
Help me list plans I may not use. For each, ask before any cancel draft.

Always confirm before changing anything.

Connectors & routines

Use a before-renewal routine for reminders. Optional Gmail/bot inbox for trial confirmations and receipts. Every cancel path is confirm-before-change.

Source post

Grok Bot workflow: the "Try it, don't pay for it" template starts a free trial for you, then cancels it or reminds you before it bills. Pair it with "Find unused subscriptions" to cancel plans you pick. Bots confirm before changing anything. #GrokBot

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