🧹🧩 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
Event invite list in ~17 minutes from Slack: Grok Bot orchestrates CRM, Google Sheets and Clay, you review the sheet, Clay enriches net-new emails into one sourced list
A 71-second clip from the Clay × Grok Bot workshop showing how SpaceXAI builds an event invite list end to end in under 17 minutes (about 11:13 to 11:30 AM in the demo). One bot works across Clay, the CRM and Google Sheets from Slack: the presenter reviews a spreadsheet of people found, approves it, and the bot runs Clay enrichment for net-new people's emails, then builds one combined list of existing contacts plus net-new contacts with sourcing on every row. The clip starts mid-demo, so the earlier list-building steps aren't shown.
RevOps / GTM OpsDemand Gen / Growth
From: Alex Lindahl (@gtm_engineer), X video post featuring @matt_silberman, Oct 30, 2026
🧹🧩 Installable templateIntermediate
Zoho Small Business Operator: run cash, CRM, customers and campaigns in Zoho from one bot, drafts first
Runs a small business on Zoho without twelve open tabs. It covers cash, CRM, customers, and campaigns. Drafts are ready, but nothing goes out until you say so.
Founder / GTM LeadRevOps / GTM Ops
From: Ev, Zoho Small Business Operator template
🧠🧩 Installable templateAdvanced
Sales Orchestrator: group-chat control tower that routes each sales ask to exactly one specialist and gates outbound sends
Traffic control for a sales team made of several bots. It replies first in the group and routes each request to exactly one specialist. It stops dogpiles and chatter, gates handoffs and outbound sends, and keeps usage down by waking only the bot that's needed.
RevOps / GTM OpsGTM Engineer
From: Prasad (@idleshubh), Sales Orchestrator template
📄🧩 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)
🧠🧩 Installable templateIntermediate
Outbound desk team: List, Research, Draft and Stop bots in one group chat; a weekday 08:00 Stop check removes repliers before any drafting
A four-bot outbound team. List builds a fit-based target list every Monday and rejects anyone in an open opportunity. Research finds the one specific thing worth mentioning. Draft writes the message and never sends. Stop drops anyone who replied or asked to stop, every weekday before any drafting runs.
SDR / BDRRevOps / GTM Ops
From: botteams.io 'Outbound desk' team (sales-outbound), source github.com/ellelion/botteams
Daily inbound call grader: honest booking rate + why missed calls didn't book
Every day at 5pm the bot listens to every inbound call from the last 24 hours and sorts each into six buckets: never connected, not a customer lead, existing work, new demand booked, new demand not booked, couldn't tell. Booking rate = booked / (booked + not booked), so existing customers and vendors don't skew it. It splits HVAC from Plumbing and gives reasons for misses (price shopping, wanted another time, not ready). A rolling 30-day view lands in the whole team's inbox.
RevOps / GTM OpsFounder / GTM Lead
From: Tucker Yarbrough (@tuckeryarb), via AI Business Plays (Olga Pearson)
Versioned skill registry as a CRM write gate: bots must acknowledge the current process manual before write tools accept their calls
Philipp M. W. Hoffmann runs about a dozen Grok Bots against his own CRM, outreach and bookkeeping tools, through MCP servers he built. To stop process drift, he added a skill registry inside those servers. Each business process, such as logging a lead or booking a follow-up, has exactly one versioned skill. A bot must register and acknowledge the current version before the write tools accept its calls. Bots can propose improvements only as diffs. Critical skills need his approval before a new version goes live, and a process page shows which bot runs which version. When a skill changes, the bots running routines on it pick up the new version and acknowledge it before their next write.
RevOps / GTM OpsGTM Engineer
From: Philipp M. W. Hoffmann (@malmaladei)
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 → 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
Work-order intake to booked job: bot pulls work orders from client portals, checks capacity, books it
A plumbing company owner, whose largest customers are facility-maintenance, warranty and property-management firms, built a bot in about four hours to handle 5–6 time-sensitive work orders a day. Each client sends work through its own app. Using its own browser in those client portals, plus Gmail, Slack, ServiceTitan and a quoting tool, the bot reviews the job, finds open calendar slots, confirms the customer's availability and books it. He says work order to booked job takes about 10 minutes, assuming the customer replies promptly. The post describes no human-approval step.
Founder / GTM LeadRevOps / GTM Ops
From: Jon ONeill (@HouseHackerJon)
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
Tenured-customer churn alert: hourly ticket scan → Slack alert when a 6+ month customer threatens to cancel
A support or CS team connects Grok Bot to its ticketing system. An hourly routine classifies new tickets and posts to a shared Slack channel when a customer of 6+ months threatens to churn, so everyone sees it in real time. In the demo, the reply bot also pings an alert bot when a likely enterprise customer is locked out (SSO/Okta), and the alert bot tags the owner in Slack. Unlike the weekly churn-clustering report, this is a real-time alert.
Customer Success / AMRevOps / GTM Ops
From: David Gan, Grok Bot for Customer Support session
Lead-review “swipe” app: PM bot specs it, engineer bot builds it, end reasons write back to the CRM
Ops asked a PM bot for an internal app where sales reps review their new leads. The PM bot interviewed the requester: only new leads, no filters; a required end reason plus optional notes; offline actions queued and confirmed; local-only. It wrote the spec and handed it to an engineer bot on its own. Reps see only their own leads. Swipe left ends a lead and writes the reason to the CRM. Swipe right adds it to a follow-up sequence. End reasons feed marketing targeting. It took about two weeks from idea to rollout (about 10 hours of live build), and the share of leads reviewed rose sharply.
RevOps / GTM OpsSDR / BDRGTM Engineer
From: Matthew Silberman (@matt_silberman), Grok Bot for Marketing Operations session
Self-completing task list: inbox watcher → chief of staff → territory-planner bot drafts the AE territory-dispute ruling
A RevOps/MarOps lead has a receiver bot watching email, calendar, text and work chat on a schedule. It hands everything new to a chief-of-staff bot, which reads the full Slack thread to work out the real ask and splits tasks and subtasks from FYI. When a task needs a specialist, the chief of staff passes it on with context. In the demo, an AE territory dispute goes to a territory-planner bot that knows the rules of engagement, the territory setup and the CRM, and it drafts the deliverable. The human validates and finalizes.
RevOps / GTM OpsFounder / GTM Lead
From: Matthew Silberman (@matt_silberman), Grok Bot for Marketing Operations session
📞🧩 Installable templateSimple
JobNimbus Guide: missed call → logged lead + follow-up task, job board kept current, daily brief
For roofers and contractors on JobNimbus ('Missed calls are missed jobs'): the template logs the lead from a missed call, sets the follow-up task, keeps your job board current and sends a daily brief. Deletes, bulk changes and messages to homeowners or crews wait for your yes.
Founder / GTM LeadRevOps / GTM Ops
From: Corben Hogan (@CorbenH414)
🧹🧩 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)
🧹🧩 Installable templateSimple
GoHighLevel Guide: daily CRM work inside HighLevel as you, with five things gated on your yes
A store template for agencies and single businesses on GoHighLevel (HighLevel): it connects, maps your pipelines and contacts, does your daily CRM work as you, then reports back. Five things wait for your yes: deletes, bulk changes over 10 records, texts or emails to contacts, turning on workflows, and billing, phone or user changes. A HighLevel-specific sibling of the Any CRM template (GBOT-83).
RevOps / GTM OpsFounder / GTM Lead
From: Corben Hogan (@CorbenH414)
💰🧩 Installable templateSimple
Stripe Expert: live MRR and subscriptions + weekday digest of new customers and cancels
A Stripe billing assistant that tracks live MRR and subscriptions and sends a weekday morning digest of new customers and cancellations, including how long each canceled customer lasted.
Founder / GTM LeadRevOps / GTM Ops
📊🧩 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
Cerebro + FindMyICP skill: shared GTM bot turns 'who should buy this?' into ICP, personas, segments, scoring, signal recipes and data-backed openers
On the Day 3 'Building a company in 3 days' livestream, Matt's shared Cerebro GTM template is installed live (it arrives with Clay MCP and Amplemarket MCP specialist context) and its FindMyICP skill turns a fuzzy question (who should fill the game's ad and sponsor slots?) into an ICP, personas, priority segments, a qualification scoring table and signal recipes; Cerebro asks the chief of staff for what's being built and pulls live player stats from the data bot to rewrite cold-email openers. Partner/advertiser outreach (selling inventory), not paid acquisition.
RevOps / GTM OpsGTM Engineer
From: Matt Silberman (@matt_silberman), xAI marketing, Day 3 livestream
Daily 50 ranked prospects with a top-5 tier, calendar blocks, and a stage-change un-sequence trigger
A chief-of-staff routine delivers 50 ranked prospects a day with a top-5 'action now' tier, blocks the SDR's calendar for working them, runs an 8 a.m. weekday account-signal scan, and a Salesforce stage-change trigger pulls contacts out of sequence once a deal moves to stage 1; ICP lives in a skill, not memory, because it changes.
SDR / BDRRevOps / GTM Ops
From: Simon, xAI SDR (session notes by unicodef1wn)
📊🧩 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)
💰🧩 Installable templateSimple
Commission Auditor: check commission statements vs deals + comp plan → 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)
⚡🧩 Installable templateIntermediate
Nummie: read-only PLG numbers bot (number + definition + query + caveats)
A PLG numbers bot for growth teams. Every answer comes with the number, its definition, the source and query, and the caveats. It's read-only: it never guesses, never rounds a caveat away, and never declares a winner without a holdout.
Demand Gen / GrowthRevOps / GTM Ops
📊🧩 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)
🎓🧩 Installable templateSimple
Revenue Enablement Bot: route an enablement ask to a specialist skill → reviewable draft
A generalist sales and revenue enablement manager for enablement leads, sales managers and RevOps. It routes each ask to the right specialist skill and produces a reviewable draft covering messaging, coaching, launches, programs, measurement and account work.
RevOps / GTM OpsFounder / GTM Lead
From: Nathan (@nathanclark_)
🤝🧩 Installable templateAdvanced
Herbert: HubSpot Solutions Partner operator for client portals (live writes need exact go-ahead)
An operator for HubSpot Solutions Partners. It answers HubSpot how-tos and runs your clients' portals through the API and CLI. Reads are free, drafts and sandbox work need no sign-off, and live writes wait for your exact go-ahead.
RevOps / GTM OpsGTM Engineer
From: Derek (@derek_all_gusto)
🧹🧩 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)
📄🧩 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)
🎙️🧩 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)
📈🧩 Installable templateIntermediate
Paid Media Report Desk: weekly/monthly cross-channel report + Slack reporting-ask answers
Turns Google Ads, Meta, and LinkedIn exports into one weekly report with commentary. It watches named Slack channels for reporting asks and drafts replies with real numbers, and never posts without your yes. A monthly report on the first business day adds the three-month trend, campaign rollup, and budget pacing.
Demand Gen / GrowthRevOps / GTM Ops
From: Miguel Cruz (@cruzmiguel000)
⚡🧩 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)
🎯🧩 Installable templateIntermediate
ICP Map Coach: map TAM and ICP accounts and fill buying committees
Maps your TAM and ICP accounts and fills out the buying committee at each one, aimed at founders and RevOps. It belongs to a free 5-bot GTM stack (Lookalike Scout, Rival Watch Desk, SERP Watch Team, Creator Shortlist Crew, ICP Map Coach) 'powered by Treg'.
Founder / GTM LeadRevOps / GTM Ops
From: Taus (@ShehjadTaus)
❤️🩹🧩 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)
Clay Speed-to-Lead test: Grok Bot fills the demo form and times the reply
A self-serve lead magnet that measures how fast a team answers a demo request. Clay enriches the requester's email and posts a task in Slack. Grok Bot fills the target company's demo-request form using its own email, times the gap until that company replies, and Clay emails the requester the results. The same guide lists 10 Clay + Grok Bot GTM plays (outbound, automated inbound, PLG assist, ABM, CRM enrichment, TAM sourcing, territory planning, reverse ETL, account research, rep productivity).
GTM EngineerDemand Gen / GrowthRevOps / GTM Ops
From: Alex Lindahl (Grok Bot guide)
⚡🧩 Installable templateIntermediate
Lead Pipeline Desk: daily inbound lead triage + weekly pipeline report
Daily lead triage that scores new inbound leads, merges duplicates, assigns an owner, and flags leads past their SLA, plus a weekly pipeline report.
RevOps / GTM OpsSDR / BDR
📊🧩 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)
📊🧩 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
📡🧩 Installable templateIntermediate
Hiring Signals: weekday hiring digest matched to accounts + owners
Monitors hiring activity at target accounts, normalizes postings into rows (Sheets/Notion), matches them to Salesforce accounts and owners, and posts a weekday hiring-signal digest to Slack for the owning rep.
SDR / BDRGTM EngineerRevOps / GTM Ops
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)
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)