CF
CRM From Your Phone is a Grok Bot setup that uses Salesforce, Slack.
BOTUnclaimed
Account Tiering
Account Tiering is a Grok Bot setup that uses Salesforce, Notion.
Facts
What it is, what it does, what it needs.
- What it is
- Bot
- What it does
- Account Tiering is a Grok Bot setup that uses Salesforce, Notion.
- Works with
- Grok
- Setup
- In Grok Bot, create a new agent and connect Salesforce, Notion. 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
Notion
Starter prompt
Prompt
Run on weekly schedule. Walk me through connecting Salesforce and Notion, then configure it: score every account on fit times warmth, write the tiers into a Notion database, and enrich contacts for the top tier in batches so the list is workable, not just ranked. Ask me what fit and warmth mean for our product, let me sanity-check tier one before the first full run, then save it.
Use withGrok
via @ericzakariasson · Tweet by @ericzakariasson
Reviews
Related bots & alternatives
HS
Harvey Specter is a Grok Bot setup that uses Grok, Gmail.
MP
Meeting Prep Brief is a Grok Bot setup that uses Salesforce, Gmail, Slack, Granola, Gong, Google Calendar.