Pre-Trip Prep: Merge Travel Docs into One Offline PDF with Grok Bot
Scattered Word, Excel, PowerPoint, and PDF files → merged into a single PDF with table of contents, key takeaways, and open questions via Grok Bot → read offline on your phone
- Who
- People who travel often and need to read multiple documents on their phone during flights or commutes
- You get
- In ~15 minutes, get a merged PDF: front-loaded with a table of contents and 3-line summaries per doc, back-loaded with a checklist of "questions to ask" and a page cross-reference; readable entirely offline in-flight
- You need
- Grok Bot
Constraints
Requires Grok Bot access (paid Cursor individual/Teams plan, or X Premium+/SuperGrok etc. bound to Cursor). PC版 Cursor is used to create the Bot and upload files (max 6 per turn, ≤25MB per document); iPhone can append a 7th file via Share extension. Bring your own documents; replace sensitive names with placeholders before sending. The Bot processes on a remote computer and continues even after you close your PC. Once bound, plans cannot be unbound or migrated to another Cursor account; usage quotas take the higher of the two plans, not additive.
What they did
Author @kaitoclaude created a dedicated Grok Bot named 「出張の資料係」 the night before a business trip, seeding it with formatting rules (TOC, 3-line summaries, open questions, cross-reference, failed-doc marking, fact vs. inference separation, no source file modification, no sharing). They uploaded 6 documents (itinerary memo, PowerPoint deck, Word meeting notes, Excel quote sheet, scanned PDF, research PDF) and appended a 7th PDF from iPhone Mail via Share extension. The Bot returned a merged PDF in ~12 minutes. The author first checked the cross-reference at the end, found page offset and table pagination issues, and fixed them via a Thread reply in ~4 minutes. They read the entire booklet in-flight in 1 hour 40 minutes, then saved the workflow as a Skill and validated it with 4 documents from a previous trip.
How it went
Author reports: Previously, 20 minutes to load docs onto phone, and only reached the 2nd document in-flight. With Grok Bot, 1st run took ~15 minutes (5 min upload+instructions, 7 min verification, 3 min corrections), and they reached the last page in-flight. 2nd run with Skill took ~5 minutes. Wide table fixed to 2 landscape pages, slide notes restored, dual page numbering implemented. The password-protected PDF could not be opened; the Bot inserted a "unreadable document" page per the rules. (All claims are author_report; not tested by this site.)
Worth knowing
【Known limitations】Grok Bot requires specific paid plans (Cursor paid individual/Teams, X Premium+, SuperGrok, etc.); once bound, plans cannot be unbound or migrated to another Cursor account. PC版 allows 6 attachments per turn (≤25MB each); iPhone can add more via Share extension. PDF layout depends on Bot environment and may differ from expectations. 【5 pitfalls the author hit】① Excel wide table with no print range split into 4 pages losing row headers → rule must specify landscape/split columns keeping headers; ② PowerPoint speaker notes omitted because format wasn't specified → rule must explicitly request notes text; ③ TOC generated before summary pages caused 2-page offset → rule must require "TOC after all other pages"; ④ password-protected PDF unreadable → author chose not to remove protection, read separately; Bot inserted failure page; ⑤ "page 12" ambiguity (merged vs. original) → rule must require dual numbering "merged page (original page)". 【Safety notes】Author recommends: replace names/companies with placeholders before sending; don't send booking confirmations with PII; don't force-remove password protection; don't share the merged booklet (contains partner docs); after the trip, ask Bot to delete docs and verify deletion; Grok Bot operates on a data-retention premise—choose what you upload carefully. 【Other uses with the same Bot】Upload an annotated PDF from the flight to generate a todo list (14 items, 4 min); photograph paper documents received during negotiation and merge into a return-flight booklet using the same Skill (8 photos, 7 min; Bot proactively flagged photo 3 as tilted and unreadable).
Steps
Create a Bot and send the job rules
In the PC版 Cursor sidebar, click 「+」(New chat) and select 「Create new Bot」. After creation, tap the Bot name at the top of the conversation to open its detail page, and rename it to a clear job title (e.g., "Travel Doc Compiler"). Send the following rules in the conversation so the Bot "remembers" them:
Execution prompt · Source text。Grok Bot chat input; send as initial rules for the Bot to remember
仕事は、出張の前に、読む資料を1冊のPDFにまとめることです。次の決まりを覚えておいてください。 ・資料の順番は、予定のメモに書いた順にする ・いちばん前に目次を置く(資料の名前と、始まりのページ) ・目次の次に、資料ごとの要点を3行ずつ置く ・いちばん後ろに「向こうで聞くこと」の一覧を置く。どの資料の何ページから来たかを付ける ・最後に「照らし合わせ」を付ける(資料ごとの元のページ数、1冊の中の始まりと終わりのページ、全体のページ数) ・読めなかった資料は、飛ばさずに「読めなかった」と1ページ入れる ・数えたことと、推し量ったことを分ける。推し量ったことには「推測」と付ける ・渡したファイルは直さない。新しいファイルを作る ・できたファイルを、誰にも送らない
Upload documents and request a single merged PDF
Attach the documents to merge (Word, Excel, PowerPoint, PDF, or plain text). PC版 allows up to 6 files per turn, each ≤25MB. Send the following request:
Execution prompt · Source text。Grok Bot chat input; attach 6 files and send
来週の出張で読む資料を、1冊のPDFにしてください。 付けたのは6つです。 ・予定のメモ:資料の順番を決めるのに使う。1冊には入れない ・説明の資料(PowerPoint):向こうで僕が話す資料 ・前回の打ち合わせのメモ(Word) ・見積もりの表(Excel) ・届いた資料(PDF):紙をスキャンしたもの ・調べものの資料(PDF) 飛行機の中で、スマホで上から読む前提です。
Check the "照らし合わせ" cross-reference at the end
When the Bot finishes, a PDF card appears in the conversation. Do not start reading from page 1; flip to the last page first to check the 「照らし合わせ」 cross-reference: verify original page counts, start/end pages in the merged book, and total pages against your expectations; also compare the table of contents start pages for consistency. The author reports receiving results in about 12 minutes.
Reply with correction requests
When issues are found, do not create a new file; reply directly to the Bot's result message (as a Thread) asking it to fix the same file. The author used this step to fix: wide table pagination, missing slide notes, TOC page offset, and dual page numbering. Send the following correction rules:
Execution prompt · Source text。Grok Bot chat; reply as a Thread to the result message
このファイルを直してください。新しいファイルは作らないでください。 ・横に長い表は、横向きのページにして、1ページの幅に合わせる。小さすぎて読めないなら、列を2つに分けて、どちらにも左の項目名を残す ・説明の資料は、スライドの下にノートの欄の文も入れる ・目次は、ほかのページができてから最後に作る ・ページは「1冊の何ページ(元の資料の何ページ)」の両方で書く 今の4つは、次からの決まりとして覚えておいてください。
Save to phone for offline reading, then save workflow as a Skill
Open the PDF card in PC版, save it, and sync to your phone. Enable airplane mode and read offline: start with the TOC and 3-line summaries to grasp the big picture, drill into specific documents as needed, and finish with the "questions to ask" list, adding your own questions directly on the phone. After returning, save the successful workflow as a reusable Skill by sending: 「今のやり方を『出張の資料まとめ』という名前のスキルに保存して。照らし合わせの形と、覚えてもらった決まりも入れて」. Later, type 「/」 to invoke this Skill.
Prompt you can copy
Reference prompt · Editorial suggestion。Confirm the destination, input variables and output format before use.
This block is the prompt. Ads are never placed here.
No prompt needed — just follow the steps.
Three key prompts are embedded in Steps 1, 2, and 4; copy them directly into the Grok Bot conversation.
Source
出張前夜:Grok Bot 把资料收成机内可读 PDF(可粘贴规则/任务) · kaitoclaude · X · 2026-10-25T22:00:06.000Z
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