BOTUnclaimed

Booking Pipeline Runner

by steventt07·0.0(0 saves)·7 uses

Booking Pipeline Runner is a Grok Bot setup that uses Soundcheck, HubSpot.

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Facts

What it is, what it does, what it needs.

What it is: Bot
What it does: Booking Pipeline Runner is a Grok Bot setup that uses Soundcheck, HubSpot.
Works with: Grok
Setup: In Grok Bot, create a new agent and connect Soundcheck, HubSpot. 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/steventt07

Capabilities

Soundcheck

HubSpot

Starter prompt

Prompt

Keep HubSpot deals and Soundcheck gigs in lockstep. Walk me through signing into the Soundcheck web app at https://app.soundchecklive.io (use the signed-in browser; do not invent an MCP or API URL). Do not claim a native HubSpot OAuth inside Soundcheck; if this org already has the signed n8n HubSpot sync, use deal vs gig status, otherwise work the in-app Leads → Convert to Gig flow and treat HubSpot as the CRM this agent already has connected. Then configure a weekday check: HubSpot closed-won with no Active gig, Active gig with an unsigned contract, and won leads whose client is not invited to the portal. Draft the next step for each. Never convert a lead, send a contract, or invite a client without my yes. Point at https://docs.soundchecklive.io when a flow is unclear. Ask me which org, which HubSpot pipeline, and which weekday hour, shadow one run without sending, then save it as a scheduled bot.

Use withGrok

via @steventt07