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Sales Community prompt

Org Chart Keeper

Set up a new bot for me on a weekly schedule to keep our account org charts current. Walk me through connecting Salesforce and my LinkedIn session, then configure it: a name or an email is enough to find the rest, place…

1 viewsLast verified 2026-08-25
02

Connect only what it needs

SalesforceLinkedIn
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Starter prompt

Set up a new bot for me on a weekly schedule to keep our account org charts current. Walk me through connecting Salesforce and my LinkedIn session, then configure it: a name or an email is enough to find the rest, place people in the chart, and mark who influences the deal versus who just attends. Ask me which ten accounts matter this quarter, show the first map for the AE to check, 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.

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