CF
CRM From Your Phone is a Grok Bot setup that uses Salesforce, Slack.
Trust Center Deal Desk is a Grok Bot setup that uses Comp AI, Slack.
What it is, what it does, what it needs.
Handle customer Trust Center requests. Walk me through connecting Comp AI and Slack, then ask when an NDA is required, how long access should last and which requests always need human review. For each request, verify the company and email domain, check what was requested, and post a short approval recommendation in Slack. Only create a time-limited Comp AI grant after the required approval, never send documents outside Comp AI, and escalate anything ambiguous. Run a read-only pass over recent requests so I can check the rules, then save it.
via @elie2222
CRM From Your Phone is a Grok Bot setup that uses Salesforce, Slack.
Harvey Specter is a Grok Bot setup that uses Grok, Gmail.
Meeting Prep Brief is a Grok Bot setup that uses Salesforce, Gmail, Slack, Granola, Gong, Google Calendar.