MP
Meeting Prep Brief is a Grok Bot setup that uses Salesforce, Gmail, Slack, Granola, Gong, Google Calendar.
BOTUnclaimed
CRM From Your Phone
CRM From Your Phone is a Grok Bot setup that uses Salesforce, Slack.
Facts
What it is, what it does, what it needs.
- What it is
- Bot
- What it does
- CRM From Your Phone is a Grok Bot setup that uses Salesforce, Slack.
- Works with
- Grok
- Setup
- In Grok Bot, create a new agent and connect Salesforce, Slack. 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/ericzakariasson
Capabilities
Salesforce
Slack
Starter prompt
Prompt
Stay always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the three deals that move it, and where the data looks wrong. Ask me for quota and quarter definitions once, let me test three questions I know the answers to, then save it.
Use withGrok
via @ericzakariasson · Tweet by @ericzakariasson
Reviews
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