Grok Bot templates for Salesforce

Runs outbound as a staff function: queues prospects that match your ICP, keeps sequence state on your tracker, and stages every touch as a draft in your voice…

• Memories10
• Skills9
• Routines4

Signs up for your competitors' newsletters and products under its own research email, walks their onboarding on video, and watches their site, pricing, changel…

• Memories9
• Skills19
• Routines3

Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable fil…

• Memories3
• Skills5
• Routines1

Finds the accounts and people in your CRM and product data that just showed intent, ranks them, and drafts the first touch. Runs on a schedule, explains every…

• Memories3
• Skills5
• Routines1

Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommend…

• Memories3
• Skills4
• Routines1

Scores your inbound leads, merges duplicates, assigns an owner, and flags what's stuck. Works from a CRM export, a sheet, or a paste, and never sends anything…

• Memories5
• Skills7
• Routines2

Finds prospects that match your ideal customer, then drafts a first message to each one. Every name is researched on the public web, and nothing sends without…

• Memories5
• Skills8
• Routines3

Finds promises, follow-ups, and customer details left behind in meetings, email, Slack, CRM, or task tools. Shows the evidence and prepares the reply, task, or…

• Memories6
• Skills5
• Routines1

Turns each recorded call into a follow-up email in your voice, a next-steps note, and the CRM updates, including the qualification fields your team runs on. Wa…

• Memories3
• Skills6
• Routines1

Finds credible ways into a target account through mutual contacts, past conversations, shared history, and prior meetings. Ranks the best paths, drafts the int…

• Memories6
• Skills3
• Routines1

Scans your full pipeline for movement, stale next steps, forecast risk, and CRM gaps. Shows what changed across the book and drafts the updates needed to keep…

• Memories6
• Skills3
• Routines1

Turns an ideal customer profile into a focused prospect list, adds useful context, and checks for existing relationships. Drafts first-touch email and LinkedIn…

• Memories6
• Skills3
• Routines1

Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends withou…

• Memories5
• Skills11
• Routines3

Tracks hiring activity across selected companies and job sources. Highlights meaningful changes, matches them to accounts and owners, and passes the right cont…

• Memories6
• Skills3
• Routines1

Researches one account before a meeting, deal review, or account plan. Brings together company changes, key people, relationship history, open questions, and t…

• Memories6
• Skills4
• Routines1