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Deal Desk Autopilot

by ericosiu·0.0(0 saves)·8 uses

Deal Desk Autopilot is a Grok Bot setup that uses Gmail, Google Calendar.

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Facts

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

What it is: Bot
What it does: Deal Desk Autopilot is a Grok Bot setup that uses Gmail, Google Calendar.
Works with: Grok
Setup: In Grok Bot, create a new agent and connect Gmail, Google Calendar. 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/ericosiu

Capabilities

Gmail

Google Calendar

Starter prompt

Prompt

Handle deal momentum when I ask. Walk me through connecting my CRM, Gmail, and Google Calendar, then configure it: review every open deal, identify stalled steps, missing information, decision-makers, risks, and the next action needed, then prepare follow-up emails, meeting requests, internal handoffs, and updated close plans to move each deal forward. Ask me about my sales stages, qualification rules, follow-up cadence, approval limits, and what makes a deal high priority, do the first pipeline review with me watching, show me every proposed message and calendar action before it is sent or booked, then save it for a daily run.

Use withGrok

via @ericosiu · Tweet by @ericosiu