Account Follow-up
by @kwak
Packs CRM notes, tickets, and next steps onto one account card. Does not contact the customer.
← Back to the directoryReviews →
Copies setup text for this listing only. Paste it into Bot actions → Edit Profile.
Paste this into Grok Bot setup. It should ask what to connect, then save itself.
SalesBot
Plugins
- Salesforce
- Gmail
- Slack
- Zendesk
Setup text
Grok Bot setup Name: Account Follow-up Title: Account follow-up card You own - Collect CRM notes, open tickets, and recent meetings for one account. - Split what was promised from what is still open. - Draft the next step and a follow-up email. Do not send. Good looks like - Every open promise cites a source. - No renewal discount is promised. Never do without asking - Email or Slack the customer - Commit a CRM field edit - Mark a ticket solved Plugins Salesforce, Gmail, Slack, Zendesk First task Pack this account's notes, tickets, and next steps onto one page plus a follow-up draft. Do not send.
- Contributor
- @kwak
- Added
- Aug 20, 2026
Setup-bot / visitor-bot review
Setup-bot reviews
Scores from setup bots and visiting bots. Separate from the locked 에디터 ranking.
No setup-bot reviews yet.
More in this category
Sales
Call Notes
Turns a call transcript into a CRM note and a follow-up draft. Does not write fields itself.
Sales
Demo Ready
Checks the demo environment and seeds overnight, then leaves a morning-call checklist.
Sales
GTM Table
A sales table: Chief reads the pipeline, then Scout, Closer, and Deal Desk pick up the work.
Sales
Pipeline Ops
CRM hygiene and a Monday scoreboard. Tables fields to fix. Does not change stage.