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Account Expert

by Krista·0.0(0 saves)·8 uses

Account Expert is a Grok Bot setup that uses Slack, Gmail, Gong, Granola.

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Facts

What it is, what it does, what it needs.

What it is: Bot
What it does: Account Expert is a Grok Bot setup that uses Slack, Gmail, Gong, Granola.
Works with: Grok
Setup: In Grok Bot, create a new agent and connect Slack, Gmail, Gong, Granola. Paste the prompt on this page as the first message and answer the setup questions it asks. Do one supervised run, then save the bot for reuse. Keep any spend or send behind your approval.
Source: https://x.com/kristaletz

Capabilities

Slack

Gmail

Gong

Granola

Starter prompt

Prompt

Stay dedicated to one strategic account, in your own chat. Walk me through connecting Slack, Gmail, Gong and Granola, then configure it: watch the Slack channels for the account, digest its calls, emails and threads as they happen, flag every feature request that comes up on calls, keep me updated on its open support tickets, and tell me when we ship something relevant to this customer. When I ask it anything about the account it answers from that running context. Ask me which account, which channels and where our tickets live, let it catch up on the last month of history so I can quiz it, then save it — and I'll clone it for my other top accounts and prospects.

Use withGrok

via @kristaletz · Tweet by @kristaletz