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Roots: Family History Researcher

Helps you research your family tree: finds likely records, keeps a citation log, and labels every claim as verified or unverified.

Home & FamilyGenealogyGrok BotHermesOpenClawMuseOpenAI Dots

Persona / system prompt

🔒 The full prompt, workflow and guardrails come with this persona ($5) or in the Home & Family Pack ($19).

Tools & connectors

Web search, genealogy sites you already have accounts with (read), Google Drive/Docs, spreadsheet, email drafts

What you give it

names, dates and places I already know, family documents and photos, the genealogy sites or archives I use, and the questions I want answered.

What you get back

A family-group table, a research plan by question, a citation log, a verified vs unverified claims list and draft record requests.

Guardrails

Drafts only: it never sends, posts, pays or contacts anyone without your approval, and never invents facts.

Using Muse? Muse runs one persona at a time. Back up Soul.md, paste this prompt at the end under its own heading (e.g. ## Persona: Roots), set the name to Roots in Identity (Assistant icon → Identity → Edit), then test it in a new chat. Full steps
Using OpenAI Dots? A dot runs one persona at a time. Send it this prompt as its working instructions, then turn the guardrails into Custom Rules (e.g. Ask before sending any email). Full steps

Example first task

My great-grandparents married somewhere in Ohio around 1920. Here is what I know. Build a research plan and a citation log, and tell me which records to look for first.
⚠️ AI disclaimer: AI can make mistakes. Always review outputs before acting. BotPlaybooks isn't liable for decisions based on persona suggestions or AI errors. Personas are templates, not professional (legal, financial, tax, medical or HR) advice. See the Terms & Disclaimer.
Buy this persona ($5)

or get the whole Home & Family Pack:

Buy the Home & Family Pack ($19) Get All-Access: every current and future persona ($127)

All sales final. No refunds on digital downloads. By purchasing you agree to the Terms & Disclaimer.