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Org Chart Keeper
Org Chart Keeper is a Grok Bot setup that uses Salesforce, LinkedIn.
Facts
What it is, what it does, what it needs.
- What it is
- Bot
- What it does
- Org Chart Keeper is a Grok Bot setup that uses Salesforce, LinkedIn.
- Works with
- Grok
- Setup
- In Grok Bot, create a new agent and connect Salesforce, LinkedIn. 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
LinkedIn
Starter prompt
Prompt
Run on weekly schedule to keep our account org charts current. Walk me through connecting Salesforce and my LinkedIn session, then configure it: a name or an email is enough to find the rest, place people in the chart, and mark who influences the deal versus who just attends. Ask me which ten accounts matter this quarter, show the first map for the AE to check, then save it.
Use withGrok
via @ericzakariasson · Tweet by @ericzakariasson
Reviews
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