How to give Grok Bot access to your calls

Why give Grok Bot your calls

Follow-ups slip because nobody goes back through the call. A routine can, every morning, before you open your laptop. Your calls’ notes are shared through SwitchDesk’s server, so Grok Bot reads them even while your Mac sleeps.

What to ask Grok Bot

• “Weekdays at 7:30: read yesterday’s calls and send me the follow-ups as one approval card.”

  ChangesReads each call’s action items, then sends one card you approve in a tap.

• “Fridays at 4: sum up this week’s calls by client.”

  ReadsReads the week’s calls and writes the summary in Grok.

• “Each evening: list what I promised on today’s calls that isn’t on my list yet.”

  ReadsCompares today’s action items with your to-do list.

• “What did Joe say about the budget last month?”

  ReadsSearches your calls and answers with the call it used.

Set it up

1. 01

   SwitchDesk on your Mac

   Record a call

   Install SwitchDesk and record your next call: click Record Meeting in the menu bar, or Record on the countdown pill when the call starts. When it ends, the notes are ready: a summary, action items and the transcript.

2. 02

   SwitchDesk and Grok Bot

   Connect Grok Bot

   On your Mac, open Settings → AI Access → Connect an AI → Advanced → Grok team bot and pick how much it may do. In Grok, add a custom MCP server with https://api.switchdesk.org/mcp. In its Authorization header, put the word Bearer, a space, then the key SwitchDesk shows you once. Full Grok Bot setup.

3. 03

   SwitchDesk on your Mac

   Switch on “Share meetings & notes with your AIs”

   It’s in Settings → AI Access. Enter the code we email you on “Confirm it’s you”. When SwitchDesk offers to include the past calls on this Mac, say yes to give Grok Bot your history.

4. 04

   Grok Bot

   Ask about a call

   Start with something you can check, like “Weekdays at 7:30: read yesterday’s calls and send me the follow-ups as one approval card.”

Every Bot on your Grok account shares one SwitchDesk connection. A Team Bot lets teammates use it, so they could ask it about your calls. For a Team Bot, make a connection of its own and switch Meeting notes off in Fine-tune.

Want exact words? Tick “Include full transcripts” in the same place. SwitchDesk warns: “Other people’s exact words.” Then give Grok Bot Full control, or switch Transcripts on in Fine-tune. Summaries, action items and your own notes don’t need it.

What Grok Bot can and can’t see

Every call Grok Bot makes shows up in Activity on your Mac. Revoke ends the connection at once.

Which calls work

Any call whose audio plays through your Mac: Google Meet, Zoom, Microsoft Teams, in the browser or the app. SwitchDesk records your voice and theirs on separate tracks, so there’s no bot in the participant list. On Google Meet in Chrome, it also names who said what. How SwitchDesk records calls.