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CRM From Your Phone is a Grok Bot setup that uses Salesforce, Slack.
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Forecast Notes Updater
Forecast Notes Updater is a Grok Bot setup that uses Salesforce, Granola, Gong, Slack, Gmail.
Facts
What it is, what it does, what it needs.
- What it is
- Bot
- What it does
- Forecast Notes Updater is a Grok Bot setup that uses Salesforce, Granola, Gong, Slack, Gmail.
- Works with
- Grok
- Setup
- In Grok Bot, create a new agent and connect Salesforce, Granola, Gong, Slack, Gmail. 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
Salesforce
Granola
Gong
Slack
Gmail
Starter prompt
Prompt
Keep my Salesforce opportunity notes current. Walk me through connecting Salesforce, Granola, Gong, Slack and Gmail, then configure it: after each customer touchpoint, pull what changed from the call notes, Slack threads and email and update the opportunity's notes in the exact format I give it, so my forecast call is never a scramble. Ask me for my update format and which opps are in play, show me the proposed updates for one week before it writes anything to Salesforce, then save it.
Use withGrok
via @kristaletz · Tweet by @kristaletz
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