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Meeting Prep Brief

A Grok bot that connects Salesforce, Gmail and Slack

Connect first

The prompt

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 what we know from the CRM, recent email, Slack threads and past call notes — or do online research if it's a new account — and give me one short, skimmable brief I can read on my phone while commuting. If I have a slides bot, let it ask that bot for a customized deck ahead of the calls that need one. Ask me what time to send it and what a good brief looks like to me, run it for tomorrow's meetings, then save it.

Paste this prompt into Grok, follow the walkthrough to connect your integrations, then save it as a bot.

How to use

  1. Copy the prompt above.
  2. Open Grok and paste it into a new conversation.
  3. Follow the walkthrough to connect Salesforce, Gmail, Slack, Granola, Gong and Google Calendar, review the test run, then save it as a bot.

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