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Do a stocktake with your phone in half the time

The year-end stocktake means clipboards, miscounts and a spreadsheet nobody trusts. Set up a phone form so two people can count at once and the totals add up automatically.

Updated 17 Oct 2026

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The prompt · ChatGPT

Help me plan a stocktake using a phone form.

My stock: [types and rough number of lines]
Where it's kept: [areas, shelves, storeroom]
Who will count: [number of people]
How I value stock: [cost price list, or don't know]

First ask me up to 4 short questions. Wait for my answers.

Then:
1. A counting plan by area, so nothing gets counted twice.
2. The form questions: counter, area, item (dropdown), quantity, notes.
3. A totals sheet layout: quantity by item and value at cost, with formulas.
4. A check for big differences from what I expected, and how to recount.
5. What my accountant will want, to ask them about.

Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

A short example

Fill the blanks, then paste. types and rough number of lines: a short note you already have. areas, shelves, storeroom: a short note you already have. Leave the rest of the prompt as written.

This does not give tax advice. The books stay in the accounting system.

The prompt · Grok

Help me plan a stocktake using a phone form.

My stock: [types and rough number of lines]
Where it's kept: [areas, shelves, storeroom]
Who will count: [number of people]
How I value stock: [cost price list, or don't know]

First ask me up to 4 short questions. Wait for my answers.

Then:
1. A counting plan by area, so nothing gets counted twice.
2. The form questions: counter, area, item (dropdown), quantity, notes.
3. A totals sheet layout: quantity by item and value at cost, with formulas.
4. A check for big differences from what I expected, and how to recount.
5. What my accountant will want, to ask them about.

Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

Stay in this Grok chat. Do not connect an inbox or another app.

A short example

Fill the blanks, then paste. types and rough number of lines: a short note you already have. areas, shelves, storeroom: a short note you already have. Leave the rest of the prompt as written.

1

You describe your stock, where it's kept and who will count.

2

The assistant asks how you value stock and how items are labelled.

3

You get a counting plan by area, the form questions, a totals sheet and a check for big differences.

What happens

Use Grok Bot to do a stocktake with your phone in half the time

The year-end stocktake means clipboards, miscounts and a spreadsheet nobody trusts. Set up a phone form so two people can count at once and the totals add up automatically.

Tools

Paste the prompt, fill the blanks, copy the draft.

  • Grok Bot — required. Drafts from the text you paste. Nothing is sent.

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