MP
Meeting Prep Brief is a Grok Bot setup that uses Salesforce, Gmail, Slack, Granola, Gong, Google Calendar.
Org Chart Keeper is a Grok Bot setup that uses Salesforce, LinkedIn.
What it is, what it does, what it needs.
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.
via @ericzakariasson · Tweet by @ericzakariasson
Meeting Prep Brief is a Grok Bot setup that uses Salesforce, Gmail, Slack, Granola, Gong, Google Calendar.
CRM From Your Phone is a Grok Bot setup that uses Salesforce, Slack.
Sales Play Autopilot is a Grok Bot setup that uses Snowflake, Salesforce, Gmail.