AI SavvyFounders SOP

Standard Operating Procedure

Choose and set up an AI agent for your small business

A step-by-step procedure to pick between OpenAI Dots, Meta Muse and Grok Bot, connect one safely, and decide after a 7-day trial.

About 1 hour to set up, plus a 7-day trial Level: Beginner Last updated: 7 October 2026

Purpose

What this SOP covers

Dots is for ongoing work, Muse is for personal admin, and Grok Bot is for role-based AI coworkers. For a small team watching costs, Grok Bot is the cheapest paid option at $20 a month. Dots starts at $100 a month. Muse has a free tier but is only open in the US and Canada.

Who this is for

  • Small business owners who want an AI agent to take over a repeatable task
  • Team leads choosing one tool for a small team on a tight budget
  • Anyone who needs to connect an agent to email, calendar or payments without losing control

Tools needed

  • A ChatGPT plan, a Muse account or a Cursor plan, depending on the tool you pick
  • A separate login or limited-role account for the agent
  • A note app or sheet to log what the agent does each day
Warning

All three tools launched in the last two months, so prices and rules are still moving. Check each plan page before you buy. Plan pages for the three vendors were not opened directly when this SOP was written.

Reference

Dots, Muse and Grok Bot side by side

OpenAI DotsMeta MuseGrok Bot
Built forOngoing work you hand off, with goals that run for daysPersonal admin: emails, bookings, forms, purchasesNamed AI coworkers for roles like sales, marketing and operations
Where it livesInside ChatGPT, plus Slack, Teams and voiceMuse app (iOS, Android), muse.ai and WhatsAppGrok Bot desktop and mobile app, plus Slack for Team Bots
Laptop closedWorks, on its own cloud computerWorks, keeps going after you close the appWorks, on a persistent cloud computer
Approval before sensitive actionsYou set it per action with Custom Rules. Some tasks, like password changes, always stay with youAsks first before sending an email or making a purchaseChecks back when it needs approval. Keep approvals on for anything that moves money
Connects to4,000+ apps through pluginsThe services you choose, such as email, calendar and paymentsConnectors where they exist, and it drives any website through a browser
PricePro 100 at $100 a month, first dot included. Business Premium at $125 per seat a monthFree tier with a usage cap. Paid plans at $20 and $100 a month. No team plan foundNo standalone price. Included with Cursor Pro at $20 a month, Cursor Teams at $40 per seat, or a Premium seat at $120
Available inPro: everywhere except the EEA, Switzerland and the UK. Business Premium: all supported regions. Setup is desktop onlyUS and CanadaNo region limits found in the sources reviewed
StatusRolling out since 29 Sept 2026. Usage terms after the first month are not publishedLaunched 8 Sept 2026 in the US, 18 Sept in CanadaBeta since 11 Aug 2026. Team Bots in public beta since 28 Sept
01

Pick one repeatable task

  1. Choose one task, not the whole business. Sorting the inbox and building a weekly lead list are good starters.
  2. Write the task in one sentence, including what a finished result looks like.
  3. Note how many hours a week the task takes you today. You will compare this number in Step 8.
Tip

Start with a low-stakes task. One outlet reported that Muse took over a user's Facebook Marketplace account and gave their address to a stranger. Treat it as a single report, but it is a good reason to avoid high-stakes tasks first.

02

Check region and budget

  1. Write down the country your business operates from.
  2. If you are in the US or Canada, all three tools are available.
  3. If you are in the EEA, Switzerland or the UK, Dots on a Pro plan is not available. Business Premium is. Muse is not available either.
  4. Write down your monthly budget per person.
  5. Match the budget to the table above: Muse free tier, Grok Bot from $20, Dots from $100.
Important

Muse has no team plan. If more than one person needs it, rule Muse out now.

03

Pick the tool

  1. Find the line below that matches your business best.
  2. Pick that tool and write the choice next to your task from Step 1.
  3. If you already pay for ChatGPT Pro 100 or Business Premium, start with Dots. The first dot costs nothing extra.

Owner drowning in inbox, bookings and forms: Muse

Built for personal admin with a free tier, so you can test it at no cost. It works only in the US and Canada, and it is a personal assistant, not a team tool.

Team that wants sales, marketing and operations covered: Grok Bot

You name each Bot, give it a role and show it a routine once. Team Bots give the whole team one shared Bot with private chats, and seats start at $40.

Already living in ChatGPT, with goals that run for days: Dots

It carries context across ChatGPT, Slack and Teams and keeps working between chats. The first dot is included with Pro 100 at $100 a month.

Based in the EEA, Switzerland or the UK: Dots on Business Premium

Dots on a Pro plan is not available there yet. Business Premium is.

Note

Default pick for a small team on a tight budget: Grok Bot. It is the cheapest paid way in for a team ($20 a month for one person through Cursor Pro, $40 per seat for a team). Its roles match how a small business already works: a sales Bot, a marketing Bot and an ops Bot, each with its own memory and routines. No region restrictions turned up in the sources reviewed.

The caveat: all your Bots share one cloud computer and every login on it, Grok Bot is still in beta, and the size of the weekly allowance is not published. Start with one low-risk role.

04

Create a limited account for the agent

  1. Create a new login, or a limited-role account, in each app the agent will use.
  2. Do not use your owner account.
  3. Name the account clearly, for example "Agent inbox", so you can spot its activity.
  4. Save the login details in your password manager.
Warning

On Grok Bot, all your Bots share one cloud computer, including its files, browser sessions and app logins. Anything you give one Bot is available to every Bot you run. Keep each account as limited as the task allows.

05

Connect read-only first

  1. List the apps your task needs. Connect only those.
  2. Set each connection to read-only where the tool allows it.
  3. Find where you disconnect each app and where you delete memory. Do this before you need it.
  4. Open the training and data-sharing setting on your plan and set it the way you want.
  5. Widen access only after one week of clean results.
Note

On Dots, deleting a dot's saved memories means deleting the dot. Disconnecting an app does not erase what the dot already learned from it.

06

Turn on approvals

  1. Open the approval or rules settings for your tool. On Dots this is Custom Rules.
  2. Require approval for anything that sends, pays, deletes or changes a password.
  3. On Grok Bot, keep approvals on for anything that moves money.
  4. Send yourself a test action and confirm the approval request reaches you.

Use this checklist to confirm you are ready to start the trial. Ticks are saved for this browser session.

07

Run the 7-day trial

  1. Give the agent the task from Step 1.
  2. Each day, open the activity log or audit trail and read what it did.
  3. Write one line per day: what it did, what went wrong, how long you spent checking.
  4. Fix anything wrong by tightening the instruction or the approval rule.
  5. Do not widen access during the 7 days.
Tip

On Muse, every action leaves an audit trail. On Grok Bot, audit logs and action recording are Enterprise only, so your daily read-through matters more there.

08

Decide: keep, widen or drop

  1. Add up the hours the agent saved across the 7 days, then subtract the time you spent checking it.
  2. Compare the result to the weekly hours you wrote in Step 1.
  3. Keep it if the saved hours clearly beat the monthly price.
  4. Widen it if results were clean: add one more connection or one more task, and repeat Steps 5 to 7.
  5. Drop it if it saved little time or needed constant fixing. Disconnect every app and delete memory.

Reference

Privacy and access, tool by tool

Each of these tools wants the keys to your email, calendar or payments. What matters is what it can do with them and who else can see the work.

OpenAI Dots

Dots

  • Runs on its own cloud computer. Your computer stays out of reach unless you connect it through the ChatGPT desktop app, which is off by default.
  • Background research uses read-only tools. In that mode it cannot send messages or change anything.
  • Passwords for signed-in sites are used without being exposed to the model.
  • Business, Enterprise and Edu content is not used to train OpenAI models by default. Personal plans follow normal ChatGPT data controls.
  • Human review can happen in limited cases, such as safety.
  • OpenAI says dots can make mistakes. No independent review had been published at launch.
Meta Muse

Muse

  • Each user gets an isolated virtual machine. A separate system called Sentinel sits between Muse and the internet and stops to ask before consequential actions.
  • Passwords and card details are stored so Muse cannot see them. Every action leaves an audit trail.
  • Payments run through Link by Stripe with purchase protections.
  • You can opt out of training and tell it to forget specific things. Meta says conversations stay away from its ad systems. Until the confidential version ships later this year, that is a policy, not a technical guarantee.
  • Reuters reported that Meta tested contractors placing some Muse phone calls. As of 22 Sept it was an employee test, and Meta says any rollout will come with proper disclosures.
Grok Bot

Grok Bot

  • All your Bots share one cloud computer, including files, browser sessions and app logins.
  • With Team Bots, each teammate's chat is private. Plugins that use OAuth act as the person asking. Plugins set up with a shared key use the Bot's own credential.
  • Audit logs, network allowlists and action recording are Enterprise only.
  • Bank and investment linking through Plaid launched on 27 Sept. Teslarati reports the standard terms cap liability at the greater of fees paid or $100.
  • There is no model picker. Cursor manages model selection.
Important

Keep approvals on for anything involving money, on every tool.

FAQs

Common questions

Which tool is cheapest for a small team?

Grok Bot. It is $20 a month for one person through Cursor Pro and $40 per seat on Cursor Teams. Muse is free but has no team plan. Dots starts at $100 a month.

Does the agent keep working when my laptop is closed?

Yes. All three run on a cloud computer and keep going after you close the app.

Can I set up Dots from my phone?

No. Dots setup is desktop only.

What will Dots cost after the first month?

Usage terms after the first month are not published yet. Check the plan page before you commit.

Is Grok Bot ready for production work?

It has been in beta since 11 August 2026, and Team Bots have been in public beta since 28 September. Start with one low-risk role and keep approvals on.

Troubleshooting

When something goes wrong

ProblemFix
Agent did something you did not expectDisconnect the app, tighten the instruction, and move that action behind an approval rule before reconnecting.
Tool is not available in your regionReturn to Step 2. For Dots in the EEA, Switzerland or the UK, use Business Premium.
Agent asks for approval too oftenNarrow the task in Step 1, then loosen approval only for low-risk actions after a clean week.
One Grok Bot can see another Bot's dataThis is expected, since all Bots share one cloud computer. Give each Bot only the accounts it needs.
You want to remove what the agent learnedOn Dots, delete the dot. On Muse, tell it to forget specific things. Disconnecting an app alone does not erase memory.

Sources

Where the figures come from

Figures are as of 7 October 2026 and come from the pages below. Confirm prices on each vendor's plan page before you buy.

Version history

VersionDateChange
1.07 October 2026First release