Connect first
The prompt
Set up a new bot for me that keeps my Salesforce opportunity notes current. Walk me through connecting Salesforce, Granola, Gong, Slack and Gmail, then configure it: after each customer touchpoint, pull what changed from the call notes, Slack threads and email and update the opportunity's notes in the exact format I give it, so my forecast call is never a scramble. Ask me for my update format and which opps are in play, show me the proposed updates for one week before it writes anything to Salesforce, then save it.
Paste this prompt into Grok, follow the walkthrough to connect your integrations, then save it as a bot.
How to use
- Copy the prompt above.
- Open Grok and paste it into a new conversation.
- Follow the walkthrough to connect Salesforce, Granola, Gong, Slack and Gmail, review the test run, then save it as a bot.