30 recipes found
Sales Community prompt

Account Media Rundown

Set up a new bot for me that runs weekly for one strategic account. Before the first run, ask me which industry and product category we sell into, which topics count as signals for us, and which roles or teams at the…

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Account Tiering

Set up a new bot for me on a weekly schedule. Walk me through connecting Salesforce and Notion, then configure it: score every account on fit times warmth, write the tiers into a Notion database, and enrich contacts for…

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Booking Pipeline Runner

Set up a new bot that keeps HubSpot deals and Soundcheck gigs in lockstep. Walk me through signing into the Soundcheck web app at https://app.soundchecklive.io (use the signed-in browser; do not invent an MCP or API…

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Brand Deck Keeper

Set up a new bot for me that owns my customer decks in Figma. Walk me through connecting Figma and give it our brand system and design guidelines up front, then configure it: maintain one master deck, make a copy…

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Call Coach

Set up a new bot for me that runs automatically after each of my calls. Walk me through connecting Gong, then configure it: leave timestamped comments where I talked over someone, missed a buying signal or skipped…

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Call Follow-Up Drafter

Set up a new bot for me as a recurring routine. Walk me through connecting Google Calendar, Granola and Gong, then configure it: find every external call that ended since the last run — any meeting with an attendee…

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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…

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Deal Desk Autopilot

Set up a new bot for me I can trigger for deal momentum. Walk me through connecting my CRM, Gmail, and Google Calendar, then configure it: review every open deal, identify stalled steps, missing information,…

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Deck Localizer

Set up a new bot for me I can trigger before a call. Walk me through connecting Google Slides, then configure it: keep the layout intact, translate the copy naturally rather than literally, and leave product names…

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Deck Updater

Set up a new bot for me that triggers on my sales calls. Walk me through connecting Granola and Google Slides, then configure it: watch notes as they come in, copy the master deck and rewrite the slides to match what…

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Demo Clip Library

Set up a new bot for me that runs after each recorded demo. Walk me through connecting Zoom and Google Drive, then configure it: cut the recording into clips tagged by feature and question, file them in a library, and…

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Forecast Notes Updater

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…

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GTM Chief Of Staff

Set up a new bot for me to act as my chief of staff for enterprise sales, and pin it. Walk me through connecting Salesforce, Gmail, Google Calendar, Slack and Granola, then configure it: it owns my meeting prep, my…

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Inbox Reply Digest

Set up a new bot for me as a recurring routine. Walk me through connecting Gmail, let it learn how I write from my sent mail, then configure it: scan my work inbox for messages since the last run that plausibly need a…

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LinkedIn ICP Prospect Tracker

Set up a new bot for me I can trigger to find and track LinkedIn prospects. Walk me through connecting Google Search and a CSV file, then configure it: search Google for LinkedIn profiles that match my ideal customer…

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LinkedIn Signal Watch

Set up a new bot for me that sends a weekday digest. Walk me through connecting my LinkedIn session and Sales Navigator, then configure it: watch for compelling events from engineering, product and AI leaders and draft…

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Live Discovery Slide

Set up a new bot for me I can trigger during a customer call. Walk me through connecting Granola and Figma, then configure it: fill or rewrite the "What we've heard" slide in my deck from the meeting notes — prefer the…

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Meeting Prep Brief

Set up a new bot for me as a daily routine before my first meeting. Walk me through connecting Google Calendar, Salesforce, Gmail, Slack, Granola and Gong, then configure it: for every meeting on my calendar today, pull…

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Motivated Seller Finder

Set up an always on teammate that finds the motivated sellers in my market before the rest of my market notices them. Walk me through connecting Zillapi (zillapi.com), which returns Zillow property data for any US…

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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…

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Outbound In Your Voice

Set up a new bot for me. Walk me through connecting Gmail and LinkedIn, let it learn how I write from my sent mail, then schedule it daily: research each person, draft outbound in my voice, send from my account, and…

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Product Expert

Set up a new bot for me I can ask technical product questions live on customer calls. Walk me through connecting our codebase on GitHub — or Glean, if I don't have repo access — then configure it: when a customer asks…

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Prospect Meeting Booker

Set up a new bot for me I can trigger when I want to book a meeting with a prospect or customer. Walk me through connecting Gmail, Google Calendar, and my CRM, then configure it: identify the relevant prospect or…

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Prospecting Sheet Builder

Set up a new bot for me that builds prospecting sheets, ideally overnight so they're ready in the morning. Before the first run, ask me one round of setup questions — which CRM, email and spreadsheet I use, whether I…

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Sales Play Autopilot

Set up a new bot for me that runs our sales plays end to end, on demand. Walk me through connecting Snowflake, Salesforce and Gmail, then build the flow: SQL audience, copy, reverse ETL, everything except the judgment…

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Salesforce Report Builder

Set up a new bot for me I can ask for pipeline answers. Walk me through connecting Salesforce, then configure it: when I ask an opportunity question I keep asking colleagues, build the report and dashboard that answers…

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Sponsor Inbound Scout

Set up a new bot for me in its own dedicated chat that acts as my newsletter sales assistant. Walk me through connecting Gmail, then configure it to watch for inbound emails from potential sponsors and advertisers,…

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Sponsorship Negotiator

Set up a new bot for me I can trigger when a business inquiry or sponsorship request arrives in Gmail. Walk me through connecting Gmail, then configure it: identify legitimate companies, research the sender and…

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Trust Center Deal Desk

Set up a new bot that handles customer Trust Center requests. Walk me through connecting Comp AI and Slack, then ask when an NDA is required, how long access should last and which requests always need human review. For…

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Win/Loss Memo

Set up a new bot for me on a weekly schedule. Walk me through connecting Gong and Notion, then configure it: turn the week's calls into a win/loss memo, quote the phrases that moved deals and the objections that killed…

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