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Sales Community prompt

CRM From Your Phone

Set up a new bot for me that stays always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the…

1 viewsLast verified 2026-08-25
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Connect only what it needs

SalesforceSlack
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Starter prompt

Set up a new bot for me that stays always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the three deals that move it, and where the data looks wrong. Ask me for quota and quarter definitions once, let me test three questions I know the answers to, then save it.

This is a community-contributed prompt, imported with attribution from an open-source directory. It is not official xAI setup text — review it before use.

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Automation and routine

Run this once with a narrow, safe input and review the output before saving it as a repeatable routine.

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Approval boundary

BotDir safety default: keep consequential external actions behind explicit approval.

Possible connections

Catalog components matching this recipe

Name-based matches for discovery, not compatibility guarantees. Verify permissions and setup at the upstream source.

Salesforce
Grok Bot

Connect to Salesforce via Salesforce Hosted MCP - query, search, create, update, and traverse records in your org.

Slack
Grok Bot

MCP server for searching channels, sending messages, and other Slack actions from MCP-compatible clients.

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