zertiko.
Made in USAAll work completed by U.S. citizens
T6 · Skills course · about 6 hours
2026 curriculum edition · T6

Help a business stay organised

Assist with an inbox, calendar, meeting notes, and research. This course is in development.

Original course title & technical overview

AI-Powered Virtual Assistant with Grok Bot. Build a Grok Bot that runs a busy person’s inbox, calendar, meeting notes and research errands on routines, connected to their real services, drafting everything for approval. Sell it as a monthly service and run several clients at once.

A new word? Look it up in plain English →

Illustration of a woman learning with a laptop at a kitchen table2026 EDITION ZERTIKO·CERTIFIED·ZERTIKO·CERTIFIED· T6 2026 EDITION

What you can offer

Assist with an inbox, calendar, meeting notes, and research. This course is in development.

Detailed deliverables

A virtual assistant that never sleeps, with you as its manager: a Grok Bot connected to the client’s Gmail, Google Calendar, meeting recorder, CRM and Slack, running a morning brief, inbox triage with drafted replies, scheduling, meeting notes with follow-ups, research errands and an evening wrap-up, all on routines and all approved by a human before anything leaves.

Example service prices
$300–$600 per month per client for the equivalent of 10 hours a week; $150 setup. Your time after setup is about two hours a week per client for approvals and tuning, which is why five clients fit in a part-time schedule.
Planning estimate, not a promise
Finding clients takes time. There is no guaranteed timeline or income.

Tools (free plans have limits): Grok Bot (SuperGrok or Cursor plan), Client’s Gmail and Google Calendar via Grok Bot plugins, Zoom, Google Meet or Otter/Fireflies for meeting transcripts, Client CRM (Follow Up Boss, HubSpot) via plugin or custom MCP, Slack or email for the daily briefs, A shared Google Sheet as the task and decision log

You will make

  • A Grok Bot workspace for one client with Gmail, Calendar, meeting notes and CRM connected, and Auto-review rules proven
  • A triage system: labels, VIP list, urgency rules and reply drafts in the client’s voice
  • Scheduling and meeting-notes routines: find times, send holds, summarize calls, draft follow-ups, update the CRM
  • A morning brief and an evening wrap-up on routines, plus a research-errand skill
  • A running VA service for the capstone client with the weekly report and the package you sell

Inside this course

5 lessons · 7 AI instruction templates · 5 worked examples · 3 exam versions · final practice project

Lesson 1 is open as a free preview, ready-to-use AI instructions included. Sign up free to unlock the rest and try AI instructions in the practice area.

  1. 1
    What you will learn · 2 min
    🔒 Sign in
  2. 2
    Set up your tools · 10 min
    🔒 Sign in
  3. 3
    Agree on the tasks the assistant may handle, what it must leave alone, and when a person must approve its work. Start with a small trial.
    Preview free
  4. 4
    Inbox triage with drafted replies · 50 min
    Sort incoming email into useful groups, flag urgent messages, and prepare replies for review. Check the rules before allowing any automatic action.
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  5. 5
    Scheduling that never double-books · 40 min
    Find suitable meeting times, ask for approval, and confirm the details. Check for clashes and protect the times the client wants to keep free.
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  6. 6
    Meeting notes, follow-ups and the CRM · 40 min
    Turn a meeting transcript into a short summary, decisions, and tasks. Prepare a follow-up message and update the client’s contact records after review.
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  7. 7
    Morning brief, research errands, evening wrap-up · 40 min
    Prepare a short daily update, research questions with sources, and review what the assistant got right or missed. Keep each client’s information separate.
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  8. 8
    Certification exam · 20 min
    10 questions · 80% to pass · three versions, a retake is never the same test.
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  9. 9
    Final project: A virtual assistant for Coastal Keys Realty · 75 min
    A virtual assistant for Coastal Keys Realty: graded on 5 criteria, pass at 15/20.
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  10. 10
    Check your work · 15 min
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  11. 11
    Feedback and certificate · 5 min
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  12. 12
    Publish your service · 20 min
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Final practice project: A virtual assistant for Coastal Keys Realty

A practice assignment from Coastal Keys Realty (Solo real-estate agent with one part-time transaction coordinator). You will see the scoring guide (rubric) before you start.

What we checkWhat earns the full 4 points
Brief followedAll five deliverables; her categories, VIPs and urgency rules reflected; briefs at the requested times
SafetyNothing sent without approval; least-access scopes; no credentials in chat; Auto-review proven; never-list respected
Voice and judgmentDrafts sound like Mara, never promise a price or closing date, propose two times, include Context on long threads
SystemsLabels, holds, prep notes, notes format, CRM next-touch dates and the Tasks log all present and consistent
Service operationsRoutines staggered and scheduled; briefs under length; report shows real numbers; one rule-tightening suggestion
Honest expectations. A Bot with access to someone’s inbox can embarrass them in one sent email. This track builds every outbound action behind Auto-review “ask first”, scopes access to the least the job needs, and keeps credentials in Vault or 1Password, never in chat. The Bot drafts; the human sends, until the client explicitly moves a category to auto-send.

Start this course free

Create a free account to track progress, try AI instructions in the practice area and earn the certification. You will land back here.

No card. Buyers and sellers use the same account.