๐๐งฉ Installable templateSimple
Close Wholesaling Assistant: work seller leads in Close CRM, draft plain human texts for your OK, log offers, keep status, notes and follow-ups accurate
Works your seller leads in Close CRM. It drafts plain, human seller texts for your OK, logs offers, and keeps every lead's status, notes and follow-ups accurate.
SDR / BDRAE
From: Austin Kost (@xovionai), Close Wholesaling Assistant template
๐งน๐งฉ Installable templateIntermediate
Nocturno: nightly CRM bot that reads yesterday's meetings, email, calendar, Slack and WhatsApp into a private wiki, and keeps to-dos and what people owe you current
A nightly CRM bot. Every night it reads your previous day across meeting recordings, email, calendar, Slack, WhatsApp and your other bots' chats, and saves what matters to a private wiki it sets up for you (GitHub or Google Drive). It can also keep your to-dos and what people owe you up to date. It never messages anyone for you.
AEFounder / GTM LeadRevOps / GTM Ops
From: Martin Gontovnikas (@mgonto), Nocturno template
๐๏ธ๐งฉ Installable templateSimple
Milou: weekly networking scout that finds founder and tech events in your city, checks inbox and calendar, RSVPs only after your yes
A weekly networking scout. It finds founder, tech, and startup events in your city and checks your inbox and calendar for invites and conflicts. It only RSVPs, books, or adds calendar holds after you say yes.
Founder / GTM LeadAE
From: Kevin (@kevindorfer), Milou template
๐ผ๏ธ๐งฉ Installable templateIntermediate
Deck Builder: clone marketing's GTM templates, pick on-brand layouts and fill a customer deck for review
Clones marketing's GTM deck templates, picks on-brand layouts, and fills in a customer deck that you review before using it.
AE
From: Scott Metcalf (@scottxmetcalf), Deck Builder template in the awesome-grok-bot customer-sales catalog
๐ง ๐งฉ Installable templateIntermediate
GTM Chief Of Staff: enterprise-sales chief of staff for meeting prep, inbox and post-call drafts, coordinating specialist bots
A chief of staff for enterprise sellers. It owns meeting prep, the inbox, and post-call drafts, and it hands deck and other GTM work to specialist bots. It never sends anything or changes Salesforce or any CRM without the owner.
AE
From: Sultanov (@thekuchh), GTM Chief Of Staff template
๐๏ธ๐งฉ Installable templateIntermediate
Field Finder for GTM: match each rep's customers and prospects to the right field events, draft one invite per guest after rep OK
Matches each rep's customers and prospects to the field events that fit them. Once the rep approves the matches, it drafts one invite per guest.
Demand Gen / GrowthAE
From: Jenna Nanpei (@jennananpei), "Field Finder for GTM" template in the awesome-grok-bot customer-sales catalog
๐๐งฉ Installable templateSimple
Contract Desk (official): weekly view of paper by stage and owner, key terms pulled, blocked reviews flagged
A weekly look at every contract in flight. It summarizes them by stage and owner, pulls out the key terms, and flags reviews that are blocked so deals don't stall on paperwork.
RevOps / GTM OpsAE
From: SpaceXAI official gallery template (Contract Desk)
๐ผ๏ธ๐งฉ Installable templateSimple
Deck Updater (official): update the customer deck from discovery notes mid-call or right after, with next steps baked in
An official template that edits your deck from discovery notes during the call or right after it, so you leave with an updated slide and next steps already in the deck.
AEFounder / GTM Lead
From: SpaceXAI official gallery template (Deck Updater)
๐
๐งฉ Installable templateSimple
Pre-Call Intelligence: read-only decision card before each important meeting from calendar, CRM, email, Slack and prior notes; unsent follow-up drafts after
A read-only sales-prep agent for founders and revenue teams. Before each important meeting it turns your calendar, CRM, email, Slack and prior call notes into a short decision card. After the call it drafts the follow-ups but does not send them.
Founder / GTM LeadAE
From: Eric (@ericosiu), Pre-Call Intelligence template, listed in majiayu000/awesome-grok-bot
๐๏ธ๐งฉ Installable templateSimple
Event Follow-Up Bot: people you met at an event โ personal email or X DM drafts you approve โ nudge when a thread goes quiet
Turns the people you meet at events into warm, personal follow-ups by email or X DM. You approve each one before it goes, and it sends nothing unapproved. It also reminds you when a thread goes quiet.
Founder / GTM LeadAESDR / BDR
From: Day (@day__bliss), Follow-Up Bot template, listed in majiayu000/awesome-grok-bot
๐๏ธ๐งฉ Installable templateSimple
Conference Lead Tracker: talk to it after each booth/hallway meeting โ logged contact, LinkedIn + email found, reminders, CRM load
An event companion you talk to after every conference meeting. It logs who you met and the follow-up you promised, finds their LinkedIn and email, sets reminders, and either exports a sorted follow-up list or loads the leads into your CRM.
AESDR / BDRFounder / GTM Lead
From: Arush (@Arushj01), Conference Lead Tracker template, listed in majiayu000/awesome-grok-bot
๐ค๐งฉ Installable templateIntermediate
Non-Evil Sales Bot: ICP-fit companies โ closest real warm intro mined from your email, texts, calendar, chat, X and investor network
Finds companies that fit your ICP, then looks for the closest real path to each one through your email, texts, calendar, chat, X and investor network. It maps your network as it goes and drafts the intro ask or outreach in your voice. Drafts only: nothing goes out without your yes.
Founder / GTM LeadAE
From: Austen (@Austen), Non-Evil Sales Bot template, listed in majiayu000/awesome-grok-bot
โค๏ธโ๐ฉน๐งฉ Installable templateSimple
Feature Request Tracker (official): Friday 16:00 pass mines Slack + Gong into a living request list tied to each customer
Keeps a trail of who asked for what, so a spec has real customer demand behind it and account teams know whom to tell. It mines chat and calls into a living list of requests, each tied to the customer who made it. It never promises a date and never replies to the customer.
Customer Success / AMAE
From: SpaceX official template (Feature Request Tracker) on botteams.io as xai-feature-request-tracker
โค๏ธโ๐ฉนIntermediate
Shipped-feature callback: when the changelog ships, the customer-expert bot surfaces who asked for that feature a month ago
Krista Letz's favourite customer-expert feature. The bot keeps each strategic account's feature requests in memory. When the product changelog ships one, it flags it ('we just shipped this, reach out to the customer who asked') so the AE can close the loop. In the same session she has it pull an account's top 20 power users to get feedback before a renewal.
AECustomer Success / AM
From: Krista Letz, Grok Bot for Sales session, Grok Bot Galaxy Day 2 (Sep 16, 2026)
๐ฏ๐งฉ Installable templateSimple
Prospecting Plan Builder (official): Monday 08:00 routine seeds contacts, enriches email/mobile in Apollo, writes the week's tracker in Sheets
Builds the week's book of work so outbound starts from a list, not a blank page. Every Monday morning the 'Prospect Planner' bot seeds contacts, enriches email and mobile, and writes a ready-to-work tracker in Google Sheets. It never mails a prospect and never writes to the CRM.
SDR / BDRAE
From: SpaceX official template (Prospecting Plan Builder), also on botteams.io as xai-prospecting-plan-builder; listed in majiayu000/awesome-grok-bot
โค๏ธโ๐ฉน๐งฉ Installable templateSimple
Account Manager (official): prep sheet before every account call from Gong, CRM, Slack and notes, then follow-up drafts; proposes CRM edits, never makes them
One 'Account Desk' bot that rebuilds the context for every key-account call, so nobody walks in cold. Before the call it pulls transcripts, notes, Salesforce and Slack into a prep sheet. Afterwards it drafts the follow-up and the next steps. It proposes CRM edits but never makes them.
Customer Success / AMAE
From: SpaceX official template (Account Manager), also on botteams.io as xai-account-manager; listed in majiayu000/awesome-grok-bot
๐ฏ๐งฉ Installable templateSimple
Tech Stack Miner: sourced, confidence-rated tool evidence per named account from job posts, case studies, press and talks
A read-only technographic researcher. For the accounts a seller names, it records public evidence of the tools each company runs. Every finding carries a source link, a date and a High/Medium/Low confidence. It writes 'not found' when a search comes up empty and never infers a tool from industry or company size.
SDR / BDRAEGTM Engineer
From: Jacob (@weaverwork), Tech Stack Miner template, listed in majiayu000/awesome-grok-bot
๐ฏ๐งฉ Installable templateSimple
Pipeline Scout: paste 10โ30 target accounts โ intent + news, ICP fit score with reasons and risks, email + LinkedIn drafts
Drop in a short list of target accounts and wake up to a review list. Each account gets public intent and news, an ICP fit score with reasons and risks, and an email plus LinkedIn draft in your voice. The bot never sends, never connects and never enrolls anyone in a sequence. You choose send or skip.
SDR / BDRAEFounder / GTM Lead
From: Don (@Screaming_Chkn), Pipeline Scout template, listed in majiayu000/awesome-grok-bot
๐ฌ๐งฉ Installable templateSimple
LinkedIn Desk: triage connection requests, sort the inbox, clear notifications with approval
A template with eight skills for managing LinkedIn without living in it. It reviews connection requests and invitations, sorts your LinkedIn inbox and messages, and clears notifications toward inbox zero. You sign into LinkedIn in your own browser, and nothing is accepted, ignored, archived, marked read or deleted without your exact approval. Useful for sellers whose LinkedIn inbox buries real buyers.
SDR / BDRAEFounder / GTM Lead
From: AJ Ghergich (@SEO), listed on Grok Bot Shelf (Phil Holland / @thecsguy)
๐๐งฉ Installable templateSimple
Trade Pro Office Manager: estimate drafts, quiet-quote chasing, maintenance reminders, morning call list
An office manager template for HVAC, plumbing, electrical and handyman shops. It turns job notes into estimate drafts, chases quiet quotes, drafts invoices, reminds you about maintenance visits, and builds your weekday morning call list. Nothing sends without you.
Founder / GTM LeadAE
From: @jayrok35, listed on Grok Bot Shelf (Phil Holland / @thecsguy)
๐๐งฉ Installable templateSimple
Quote Closer: log quotes in Notion, check the math, draft low-pressure Gmail follow-ups
A quote follow-up and scope-proof template for flooring sales reps and small flooring stores. It logs quotes in Notion, checks the quote math, writes scope summaries, and drafts low-pressure Gmail follow-ups for you to send. The pattern fits any quote-driven sale.
AEFounder / GTM Lead
From: Mark (@TheMarkGShow), listed on Grok Bot Shelf (Phil Holland / @thecsguy)
Photo/video โ room-by-room inventory quote, booked without a call (human checks every line)
Customers of a long-distance moving company send photos or a short video, and the bot builds a room-by-room inventory list. A person on the team checks every line and asks about anything unclear, and they ask for closets, stairs and parking because that's where extra hours come from. One customer booked a whole move through the bot, from quote to confirmed date, with no phone call. Self-reported.
Founder / GTM LeadAE
From: Next Gen Movers (@nextgenmove), via AI Business Plays (Olga Pearson)
Hardware SMB sales desk: find and research customers, tailored email drafts, quotes the team approves
Three hours after setup, an ROV maker's bots were finding potential customers, researching them, and drafting sales emails tailored to their needs. They also draft quotes automatically (the team must approve and send), sort and summarize email with reply drafts, and turn datasheets and loose photos into brochures.
Founder / GTM LeadAE
From: Poseidon Robotics (@PoseidonROV), via AI Business Plays (Olga Pearson)
๐๐งฉ Installable templateSimple
BidBot: morning bid-portal + search scan for bids and partnerships (free template)
The growth lead for a franchisor with franchisees in 32 states runs a bot team that scans bid portals and search engines every morning. In its first 2 days it found 5 unique opportunities, some bids and some partnerships. The free BidBot template scores each bid for fit, shows what it takes, and tracks deadlines, awards and renewals. Nothing goes out without his OK.
Founder / GTM LeadAE
From: Chad (@iii_myth), via AI Business Plays (Olga Pearson)
Client research + proposal in ~15 minutes: strict format, real constraints, flagged assumptions
The builder cut a 4-hour client research and proposal process to about 15 minutes. He credits three things more than the prompt: a strict output format, real constraints (industry, budget, pain points), and making the bot flag its assumptions before the final version. He reviews and sends the proposal himself.
AEFounder / GTM Lead
From: Mr Seven (@Mr7Jax), via AI Business Plays (Olga Pearson)
๐๐งฉ Installable templateSimple
The Tough Buyer: objection role-play sales trainer with scored rebuttals
A free Grok Bot template that plays a hard buyer for any sale: it throws real objections, hangs up if the rep pushes, and scores every call with word-for-word rebuttals. The builder says it lifted calls and production almost 25% in 2 weeks at his mortgage shop. It's rep enablement with no outbound sends.
SDR / BDRAEFounder / GTM Lead
From: Roland (@LALAWOODER), via AI Business Plays (Olga Pearson)
โก๐งฉ Installable templateSimple
Lead Desk: sweep inbox, DMs, form replies and CRM for buying intent, one short list, follow-ups kept as drafts until you say yes
Calix's Lead Desk template is built for leads that pile up across channels. Each sweep checks Gmail or Outlook, X and Slack DMs, form replies, and your CRM or sheet. It finds people showing intent to buy, book or talk, and sends you one short list with drafted follow-ups. Drafts stay drafts until you say yes: nothing sends and nothing gets logged without your approval. The post includes a 32-second demo.
Founder / GTM LeadSDR / BDRAE
From: CaliX (@CaliLumberJack)
SE enablement booker: find every sales and SA director in Outlook, draft time-on-your-team-call asks, log sessions, write the spiff claims
Chris Olsson, a sales engineer and his company's F5 specialist, earns F5 spiffs: $100 for each internal sales-team training and $200 for each customer workshop. He asked Grok Bot to find every sales director and solutions-architect director in his company's Outlook directory and draft an email asking for 10โ15 minutes on their next team call. It found 51 and left drafts in Outlook, which he proofread and sent himself. The bot logged every call with the date, team and number invited. It wrote the claim emails to his F5 channel SE with every calendar invite attached, and it drafts bumps for people who said yes but haven't sent the invite. Since Oct 1 he has run 15 trainings and 2 customer workshops and earned $1,900, against $1,850 for all of last fiscal year.
AE
From: Chris Olsson (@c_olsson); also written up by Olga Pearson (@OlgaPechnenko) on AI Business Plays
Pipeline Pulse on iMessage + WhatsApp: daily scan for quiet deals, 'circle back next month' texts, and referrers, then ranked follow-ups
Joseph Henry says he brought in $142.74M in annualized spend in applications at Flex in under two months, largely because he knows who to follow up with every morning. His Pipeline Pulse bot scans his iMessage and WhatsApp on his Mac every day. It flags every deal that went quiet and how long it's been, catches 'circle back next month' texts and tells him when that month arrives, and spots partners and referrers who could send more deals. Then it ranks who to follow up with today and drafts the follow-ups. It can text on his behalf or queue texts for him.
AEFounder / GTM Lead
From: Joseph Henry (@josephxhenry)
Deal Desk Shared Bot: check non-standard terms against policy, triage rep Slack requests, stamp every approval with rationale and DRI
When a quote needs special pricing or non-standard contract terms, SpaceXSI's Quote Bot hands it to Deal Bot, which supports the Deal Desk team. Deal Bot checks requests against approved policies and contract language and prepares the changes needed to move the deal forward. It monitors and triages rep requests in Slack, routes each one to the right cross-functional owner or approver, and checks whether Legal has already drafted similar terms. For decisions that need human judgment, it prepares a recommendation for a Deal Desk specialist to approve. Every Salesforce approval it processes is stamped with the decision, the rationale, and the DRI it was supporting.
RevOps / GTM OpsAE
From: Grok Bot (@bot), official post linking SpaceXSI's 'Your next sales teammate should be a Grok Bot' write-up
Quote Shared Bot: side-by-side CPQ proposals, approval tracking, Ironclad order form, and a customer email draft
SpaceXSI's Quote Bot takes over when a rep is ready to discuss pricing. It prepares several proposals with different products and discounts, enters them in Salesforce, and shows them side by side in the Grok Bot app, so the rep never opens the CPQ tool. It submits quotes for approval, tracks their status, and routes exceptions to Deal Bot. Once a quote is approved, it generates the order form in Ironclad, downloads the executable contract, and drafts the email for the rep to send. It previews every Salesforce change and asks the rep to confirm. It runs with the rep's permissions, so a rep cannot use it to approve their own discount.
AERevOps / GTM Ops
From: Grok Bot (@bot), official post linking SpaceXSI's 'Your next sales teammate should be a Grok Bot' write-up
Account Intel Shared Bot: pre-meeting briefs, Gong transcript โ Salesforce updates, follow-up email drafts for the rep
SpaceXSI's sales operations team built Account Intel as a Shared Bot. Every rep has a private conversation with the same bot, which uses shared company knowledge and each rep's own permissions. GTM engineering first had Grok Bot analyze Salesforce activity logs to find the most valuable work to automate. The answer was updating opportunities after customer calls. Before a meeting, Account Intel prepares a briefing from account history. After the call, it reads the Gong transcript, makes the needed Salesforce updates, and drafts a follow-up email for the rep to review. Reps can schedule these workflows to run automatically.
AERevOps / GTM OpsGTM Engineer
From: Grok Bot (@bot), official post linking SpaceXSI's 'Your next sales teammate should be a Grok Bot' write-up
RFP to estimate in 30 seconds: chief-of-staff bot turns RFP attachments into an inventory-checked quote PDF
When an RFP comes in, the owner drags its attachments into Lucy, his chief-of-staff bot (producers can also forward requests to Lucy's own company email), and asks for an estimate; Lucy builds it in AboveHub, the inventory/quoting/labor system Grok Bot built for the company, which fills in every requested item, warns when gear is short or swaps in equivalent gear they own, and outputs a PDF by room with subtotals, labor, card fee and payment-dependent cancellation terms. Quotes went from 2โ3 to 10โ12 a week per the story.
Founder / GTM LeadAE
From: Kevin Luke, President and Founder, Above the Line (xAI customer story)
ProdBot: daily 'what shipped / what got unshipped' rundown from PRs, Linear and a walk through the live product
So a founder never demos a feature that was removed, ProdBot gives a daily rundown of the product: it reads PRs and Linear issues, logs into and walks the live site, and reports what shipped, what was unshipped and which micro-decisions deserve a deliberate call, with screenshots, a video of its walk-through and metrics on recent ships; it can pass product decisions to the sales bot so it sells the right things.
Founder / GTM LeadAE
From: Shub, xAI (works with founders), 'Grok Bot for Founders' session
Call-mention multithreading: a colleague named on the AE's call gets found in the org chart, ranked, and sequenced
When the AE's call (e.g. a Gong recording) mentions that someone else at the account owns the problem ('Simon on the AI team is looking into this'), the SDR's chief of staff gets the context from the customer/VoC bot, asks the company-research bot to find that person and where they sit in the org chart, ranks them by seniority (are they the economic buyer?), and adds them to the sequence with messaging shaped by yesterday's call.
SDR / BDRAE
From: Simon, xAI SDR, 'Grok Bot for SDRs' session
Internal knowledge bot in Slack: GTM and billing teammates query public docs + internal SOPs
The bot that answers support from your knowledge base also answers teammates in Slack. It combines public docs and the help center with internal SOPs that aren't public, such as refund policy. In the session's examples, a GTM rep gets up to speed on today's release before a customer call, and a manager checks how an internal policy changed and which customers it affected. When a gap is found, a tune bot proposes a knowledge-base addition and adds it only after you approve.
AECustomer Success / AMRevOps / GTM Ops
From: David Gan, Grok Bot for Customer Support session
Voice-delta learning loop: weekly scan diffs drafted vs. sent and updates the voice bot's rules
A weekly self-improvement routine does two jobs. First, a system audit: it watches for work you're still doing by hand, such as Slack and email you never asked a bot to help with, and proposes what to automate. Second, voice learning: it compares what the bots drafted with what you actually sent and passes the differences to the voice bot, which updates its rules. Each round of drafts needs less editing. The voice bot was seeded with past emails and Slacks and adjusts tone by persona: casual lowercase internally, short and formal for execs.
Customer Success / AMAE
From: Blake Schuller, Grok Bot for Post Sales session
๐๐งฉ Installable templateIntermediate
Tender Bid Desk: find winnable tenders, track closes + site visits, chase bid quotes, approve supplier emails
A tender desk for small contractors and suppliers: it finds tenders you can win, tracks closing dates and mandatory site visits, chases the quotes a bid needs, and drafts supplier emails that you approve before anything goes out.
Founder / GTM LeadAE
From: Jaco (Grok Bot store)
๐งน๐งฉ Installable templateIntermediate
Salesforce Guide: edition + admin check, docs-first connect, admin checklist, then daily pipeline work
A Salesforce-specific store template: it first asks your edition and whether you're the admin, because how it can connect depends on both, and checks Salesforce's current docs instead of guessing. If you're not the admin, it writes your admin a short checklist. Then it handles daily pipeline, lead, account and case work and sends a daily brief; you choose what waits for your yes. A Salesforce sibling of the Any CRM template (GBOT-83).
RevOps / GTM OpsAE
From: Corben Hogan (@CorbenH414)
๐๐งฉ Installable templateSimple
One-Page Bid: discovery-call notes or transcript โ one-page priced proposal draft
For consultants, freelancers and agency owners coming off a discovery or sales call: paste the notes or transcript and get a one-page priced proposal with scope, price, timeline and assumptions. Draft only. (Same pattern as mergisi's Proposal Desk profile on GitHub.)
AEFounder / GTM Lead
๐๐งฉ Installable templateSimple
Quote Chase Desk: paced quote follow-ups for approval, stop on reply, reopen cold quotes at 30/60/90
Quote and estimate follow-up for trades shops: tracks open quotes, drafts paced follow-ups for your approval, stops the moment a customer replies, and reopens cold quotes at 30/60/90 days. Never auto-sends.
AEFounder / GTM Lead
๐๐งฉ Installable templateIntermediate
Revenue floor team: pipeline lead + researcher + outreach drafter + forecast analyst
A copy-paste team prompt that renames your bot to a Pipeline Lead and creates three teammates (Account Researcher, Outreach Drafter, Forecast Analyst) under a global approval gate; first job audits the pipeline, picks the ten opportunities with the strongest evidence of movement, and drafts a next-step packet for each.
AEFounder / GTM LeadRevOps / GTM Ops
From: codejunkie99 (@codejunkie99), Roster Room
๐ก๐งฉ Installable templateSimple
LinkedIn Signal Watch: ICP job changes, hiring posts, funding and comments โ watch list, no messages
A one-job bot profile that watches the ICP you describe on LinkedIn for job changes, hiring posts, funding mentions and relevant comments, and returns a watch list (who, signal, why it matters, optional draft note); it never messages or connects.
SDR / BDRAE
From: mergisi (@mergisi), awesome-grokbot
Voice bot trained on in-territory, positive-response sent mail + a critique loop until nothing looks templated
Rather than 'sync your email', the SDR trains the email bot on sent mail to accounts he owns in Salesforce, keeps only messages that got positive replies, weights recent wins heavier, and then critiques example drafts until none look like a template.
SDR / BDRAE
From: Simon, xAI SDR (session notes by unicodef1wn)
Hands-on competitor tester + repo expert in a group chat โ differentiators and battle cards
A competitor bot runs competitor products' flows in a real browser on its own computer, asks the repo-expert bot for a baseline of what your product supports, then debates low-effort differentiators with it in a group chat; a recorded 'Teach a task' skill extends the scan to more competitors, and the bots spin up their own helpers (in the session: Battle Card Blair, Demo Drake and an AI Radar bot).
AEFounder / GTM Lead
From: Amrita, xAI field engineer (session notes by unicodef1wn; 'Grok Bot for Sales Engineers' session)
Technical-answer bot on your repos: customer-ready answers via cloud agents, send on approval
An expert bot attached to the product repos answers customer technical questions during or after a call by launching cloud agents in the codebase, then phrases a customer-ready answer (steered never to release IP); the reply email is drafted and sent only on approval. Sales version also pulls outcomes from other accounts, formatted paste-ready for Slack.
AEGTM Engineer
From: Amrita (Sherlock) and Krista (Engineer bot), xAI GTM sessions (session notes by unicodef1wn)
Case-study slide bot: customer blog post โ finished slide in your master deck
A slide bot with one fixed case-study template (logo โ problem โ solution โ impact โ quote) turns a customer blog post or call notes into a finished slide in a master Google Slides deck, working on its own computer; batches several customers per message and can run as a routine that looks for new customer posts worth a slide.
AECustomer Success / AM
From: Amrita, xAI field engineer (session notes by unicodef1wn)
๐๐งฉ Installable templateIntermediate
Deal Desk Coordinator: internal deal notes from email + Salesforce + calls, submitted on approval
An official use-case template, listed on http://x.ai/bot/use-cases. It drafts contextual internal deal notes from past emails, Salesforce and calls, then submits them in Salesforce once you approve.
AERevOps / GTM Ops
From: SpaceX (http://x.ai/bot/use-cases)
โ๏ธ๐งฉ Installable templateSimple
Follow-Up Nudge: weekday sent-mail scan for unanswered outbound โ one-line nudge drafts
A weekday scan of your sent mail for unanswered outbound threads. It returns a short status plus one-line draft nudges, stays quiet when nothing is overdue, and never sends mail without your yes.
SDR / BDRAEFounder / GTM Lead
From: Mike (@DoonerDesigns_)
๐ฐ๐งฉ Installable templateSimple
Commission Auditor: check commission statements vs deals + comp plan โ drafted dispute notes
For sales reps. It checks every commission statement against your deals and comp plan, catches underpayments and bad clawbacks, and drafts dispute notes for you to approve.
AERevOps / GTM Ops
From: Berto (http://x.com/BettoCt7)
๐๐งฉ Installable templateIntermediate
PG Bot: AE territory pipeline-gen coverage report (dark accounts, untouched high-potential contacts)
A one-job pipeline-generation coverage bot for a named AE's territory. It reports book-level outreach, meetings, contact depth, potential ARR, untouched high-potential contacts, and accounts that have been dark for 30 days. Output is markdown in chat, and it confirms before posting to Slack or email.
AERevOps / GTM Ops
From: Scott (@scottxmetcalf)
๐งน๐งฉ Installable templateIntermediate
Any CRM: connect any CRM, pass a read-only test, then do daily CRM work + daily brief
A store template that works inside whatever CRM you run: Salesforce, HubSpot, Dynamics 365, Zoho, Pipedrive, GoHighLevel, or any CRM with docs and an API. It asks at most four setup questions, reads the CRM's current official docs to pick the simplest supported connection, and only calls itself connected once a read-only test passes. After that it handles pipeline, contacts, follow-ups and reports, and sends a daily brief. You choose which actions wait for your yes.
RevOps / GTM OpsAEFounder / GTM Lead
From: Corben Hogan (@CorbenH414)
๐ผ๏ธ๐งฉ Installable templateIntermediate
Meeting Recap Deck: post-meeting recap in your slide template + Friday roundup
Turns meeting notes into a recap deck in your own slide template, working from notes you paste or upload, and never invents a quote. After a meeting it drafts the recap for you to check. A Friday roundup lists recaps that went out, drafts still unsent, and next steps past their date. It can also turn next steps into tickets.
AECustomer Success / AM
From: Krista Letz (@kristaletz)
๐๐งฉ Installable templateSimple
Security questionnaire drafter: cited answers from your trust pack + gaps and contradictions
An L1 (draft-only) template that drafts security questionnaire answers from your source-of-truth pack, with a citation on each answer, plus lists of unanswered questions and contradictions. It never submits, attests, or emails the vendor. It's useful for unblocking enterprise deals in security review.
AERevOps / GTM Ops
From: Cobus Greyling (GitHub: cobusgreyling/grok-bot-templates)
๐๏ธ๐งฉ Installable templateSimple
Win-Loss memo from the CRM close record, call notes, and Slack threads
An L1 (draft-only) template that writes a win-loss memo for a closed deal: outcome, facts, the pattern (competitor, gap, timing, or process), quotes, and what to copy or stop. It works from the CRM close record, call notes, named Slack threads, and prior memos. It never emails the account or changes the CRM, and asks before filing to Notion or posting a sanitized summary to internal Slack.
AERevOps / GTM OpsFounder / GTM Lead
From: Cobus Greyling (GitHub: cobusgreyling/grok-bot-templates)
โค๏ธโ๐ฉน๐งฉ Installable templateAdvanced
Sell Bot: full-cycle seller with 10 routines from prospect follow-up to expansion
Works your whole customer journey: outreach in your voice, booked calls with prep and follow-ups, proposals and contracts, then activation, support and billing answers, and expansion. It drafts everything and sends only what you approve, one message at a time. It ships 10 routines that are disabled by default.
Founder / GTM LeadAE
From: Shub Gaur (@shubgaur)
๐ก๐งฉ Installable templateSimple
Competitor Watch: Monday page-diff brief + weekday launch check
Tracks competitor pricing, product, and hiring pages, starting from URLs you paste, and briefs you on real changes. Every Monday it diffs the watch list against the last snapshot, with a source link on every line. Each weekday morning it checks changelogs, release notes, and blogs, and speaks up only when a competitor ships. A pricing and packaging comparison skill is included.
Founder / GTM LeadAEDemand Gen / Growth
From: Shimecki (@scheemunai)
โก๐งฉ Installable templateAdvanced
Scout: PQL finder for self-serve upgrades and sales-ready accounts
Finds existing accounts ready for a self-serve upgrade or a sales handoff as a PQL. It learns from won and lost deals, scores usage, company fit, and intent, and routes picks through a growth lead. It never contacts customers.
Demand Gen / GrowthRevOps / GTM OpsAE
From: Jay Sahnan (@JaySahnan)
๐ฏ๐งฉ Installable templateIntermediate
Prospecting Sheet Builder: overnight sheet of buyers, real account events, and drafts in your voice
Builds a prospecting sheet overnight: verified buyer contacts, real account events with citations, and email plus LinkedIn drafts in the seller's voice. It skips anyone you've already emailed. Listed in the author's '10 Grok Bot templates' thread.
SDR / BDRAE
From: Sultanov (@thekuchh)
โค๏ธโ๐ฉน๐งฉ Installable templateIntermediate
Revenue Signal Radar: weekday HubSpot sweep for expansion, stalled deals, and closed-lost revival
A weekday revenue-action radar for HubSpot shops. It ranks expansion opportunities, stalled deals, and closed-lost deals worth reviving, with evidence and draft next steps. Read-only until you approve an exact send. Promoted for reviving stalled deals, including enterprise ones.
AERevOps / GTM OpsFounder / GTM Lead
From: Eric Siu (@ericosiu)
๐๐งฉ Installable templateIntermediate
AE deal bot: MEDDPICC scoring, EB/champion map, and next-move coaching
An AE's deal bot that scores and coaches opportunities with MEDDPICC, builds an account research pack, maps economic-buyer and champion coverage, writes an exec POV, and runs stage-gate validation and post-call follow-up nudges. Skills are routed from plain-language asks. Shared as part of a one-bot-a-day series.
AE
From: Scott Metcalf (@scottxmetcalf)
โ๏ธ๐งฉ Installable templateSimple
Customer Proof Desk: weekly proof roundup with verbatim quotes
Turns call notes and transcripts you paste or upload into a proof bank, case studies, testimonials, and deal proof one-pagers. Quotes stay word for word and nothing publishes without your yes. A Monday proof roundup and a monthly refresh keep proof current.
Demand Gen / GrowthCustomer Success / AMAE
From: Anoop Baliga (@akbaliga96)
๐ก๐งฉ Installable templateIntermediate
Stalk Bot: competitor pulse 3x/week + weekly deep-dive report + battlecards
Watches competitors' sites, pricing, launches, hiring, and social. Runs a competitor pulse Mon/Wed/Fri at 9am, a weekly deep-dive HTML report, battlecard updates, and a competitor-churn watch. It never posts or contacts anyone.
Founder / GTM LeadDemand Gen / GrowthAE
๐ผ๏ธ๐งฉ Installable templateIntermediate
EBR & Value Deck Builder: monthly renewal-deck reminder (renewals โค120 days)
On the 1st of each month, flags renewals within 120 days and builds EBR / value decks from CRM, call, and usage data. It also builds a 'three whys' deck (why change, why now, why us) for prospects.
Customer Success / AMAE
From: Krista Letz (@kristaletz)
๐๐งฉ Installable templateSimple
Sales Call Coach: weekly coaching recap + objection drills
Scores sales calls from a pasted transcript or uploaded recording: the moments that decided the call plus one fix. A weekly coaching recap shows the counts that moved, the two weakest dimensions with quotes, and one habit to work on. An objection drill rehearses the objection that keeps costing you, using wording from your own calls.
AESDR / BDR
From: Daniel Brill (@danielbrill_)
๐ค๐งฉ Installable templateIntermediate
GTM Connections: rank warm paths into target accounts + draft intro asks
Finds credible ways into a target account through mutual contacts, past conversations, shared history, and prior meetings. Ranks the paths, drafts the intro ask, and runs a follow-through queue so intros don't stall.
AEFounder / GTM Lead
๐๐งฉ Installable templateIntermediate
Pipeline Pulse: weekday pipeline health + forecast risk
A weekday pipeline pulse that flags stale next steps, close-date and stage risk, and forecast exposure, and drafts the CRM notes needed to fix them for owner approval.
RevOps / GTM OpsAEFounder / GTM Lead
From: Krista Letz (@kristaletz)
๐
๐งฉ Installable templateIntermediate
GTM Loop Closer: commitment audit across meetings, email, Slack, CRM
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 update needed to close each loop.
AECustomer Success / AM
๐๐งฉ Installable templateAdvanced
Deal Inspector: Friday stage audit vs MEDDPICC/BANT/SPICED with transcript quotes
Every Friday, audits open deals against your qualification framework (MEDDPICC, BANT, or SPICED), using transcript quotes as evidence, and gives each deal a Promote / Close / Insufficient Data verdict. CRM writeback happens only after approval.
RevOps / GTM OpsAEFounder / GTM Lead
๐ก๐งฉ Installable templateIntermediate
Call Follow-Ups: new-call watch โ recap draft + CRM diff on approval
Every 30 minutes on weekdays, it watches for newly finished calls (Gong/Granola) and produces a recap email draft, a 50-word next-steps note, a promise tracker of what you committed to, and a proposed CRM diff that's applied only after you approve.
AE
๐
๐งฉ Installable templateIntermediate
Account Research Desk: Monday account signals + weekday call prep
An account-book Bot for a rep's named accounts. Routines: weekly account signals (Monday), weekday call prep for the day's meetings, and a Friday review of open threads that still need a reply or next step.
AECustomer Success / AM
๐ฏ๐งฉ Installable templateAdvanced
GTM Account Research: one-account sourced brief + stakeholder map
Builds a sourced brief for one account: priorities, stakeholder map, relationship history from CRM, mail, calendar, and Granola, and a meeting plan. It splits research across subagents and syncs to an account source of truth in Notion/Sheets. An optional weekly account monitor routine tracks changes.
AE
๐ฏ๐งฉ Installable templateIntermediate
GTM Prospecting: ICP โ enriched list โ skip-touched โ drafts only
Turns an ICP into a focused prospect list, adds context, checks for existing relationships (skips anyone already touched, dedupes), learns your voice from sent mail, and drafts email + LinkedIn first touches for review. An optional weekly hygiene routine audits lists for duplicates, stale ownership, and suppression conflicts.
SDR / BDRAE
๐ก๐งฉ Installable templateAdvanced
Signal Prospector: Monday signal digest ranked within each motion
Scans product usage, CRM, and public signals and ranks accounts within each motion (e.g. PLG upgrade vs net-new outbound), excluding accounts with open opps from net-new. Uses skills for account tiering, contact ranking, signal scan, and first-touch drafts, and runs a Monday signal digest.
SDR / BDRGTM EngineerAE
From: Krista Letz (@kristaletz)
Monday CRM hygiene scoreboard: stalled deals + contact job changes
Every Monday at 7 AM, the Bot reviews open opps and flags ones with no activity in 14 days, no next step, or a past close date. It also checks each primary contact's current LinkedIn title for role changes, then posts a deal / issue / suggested-fix table without editing any record.
RevOps / GTM OpsAE
From: Jay Mount (Jay Mount Consulting, Clay Solutions Partner)
Post-webinar Zoom Q&A โ Slack alert to each owning AE with draft replies
After a webinar, a Bot pulls the Zoom Q&A and messages the AEs whose customers attended. Each message covers what the customer asked plus draft replies.
Demand Gen / GrowthAE
From: SpaceXAI (Grok Bot for Enterprise announcement)
Live discovery slide built during the call (Granola โ Figma deck)
A Slides Bot owns customer decks in Figma using your brand system and a master deck it maintains. Stop the Granola recording 5โ10 minutes before the call ends and it builds a slide from what the customer just said in discovery. Close the call on it or use it as the next call's opener.
AE
From: Krista Letz (Enterprise GTM, SpaceXAI)
Forecast Bot: auto-update Salesforce opp notes from calls, Slack, email
A Forecasting Bot pulls from Granola, Gong, Slack, and email and updates Salesforce opportunity notes in the format you give it, so forecast calls are prepped and notes stay current.
AERevOps / GTM Ops
From: Krista Letz (Enterprise GTM, SpaceXAI)
Customer-expert Bot per strategic account + weekly media rundown
One Bot per strategic account (or top prospect) watches the account's Slack channels, digests calls, emails, and threads, flags feature requests and support tickets, and surfaces new features the customer would care about. A weekly media rundown covers exec posts, webinars, and podcasts, with buying signals flagged.
AECustomer Success / AM
From: Krista Letz (Enterprise GTM, SpaceXAI)
Overnight prospecting Bot: webinars + podcasts โ personal hooks โ Gmail drafts
A Prospecting Bot builds pipeline-gen plans, pulls intent data, and does deep research: it watches webinars, listens to podcasts, finds blog posts, and scans LinkedIn/X. It then writes messaging around company priorities and personal hooks in your voice and leaves drafts in Gmail by morning.
SDR / BDRAE
From: Krista Letz (Enterprise GTM, SpaceXAI)
Daily meeting prep routine (Chief of Staff Bot)
A pinned Chief of Staff Bot runs a daily routine that preps every meeting from Salesforce, Gmail, Slack, Granola, and Gong (or web research when the meeting is new). Output is a short, skimmable brief you can read on your phone. It can also call a Slides Bot to build custom decks for the day.
AEFounder / GTM Lead
From: Krista Letz (Enterprise GTM, SpaceXAI)
๐ฏ๐งฉ Installable templateIntermediate
Overnight outbound research โ review list (Sales Outbound)
Bot researches the accounts in a CRM view, scores them against ICP and recent intent, picks up to 3 contacts per account, and drafts email + LinkedIn in your voice. It skips anyone already in an active sequence and stops at a review list.
SDR / BDRAE
From: SpaceXAI Grok Bot docs (Use cases โ Sales Outbound)