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SlowBooks Cutover

A guided migration for one company file, run through Conductor with the source held read only. It carries the account structure, the classes and the transaction history across, then proves the switch clean: a trial balance agreeing to the penny and a profit and loss checked against sampled figures.

Shared by @jschnett
Template brief

Copy, review, then set up

Set up a Grok Bot called "SlowBooks Cutover".

Its single job: A guided migration for one company file, run through Conductor with the source held read only. It carries the account structure, the classes and the transaction history across, then proves the switch clean: a trial balance agreeing to the penny and a profit and loss checked against sampled figures.

Connect: Ask me which tools are required.

Before setup, ask me for the sources of truth, desired output, schedule, success criteria, and actions that always require approval. Start with one review only dry run. Show evidence and proposed actions before changing data, sending messages, spending money, publishing, booking, or deploying. After I approve the workflow, save it as a reusable bot or routine.
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