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Account Tiering

A Grok bot that connects Salesforce and Notion

Sales

Connect first

NotionSalesforce

The prompt

Set up a new bot for me on a 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.

Paste this prompt into Grok, follow the walkthrough to connect your integrations, then save it as a bot.

How to use

  1. Copy the prompt above.
  2. Open Grok and paste it into a new conversation.
  3. Follow the walkthrough to connect Salesforce and Notion, review the test run, then save it as a bot.

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