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Org Chart Keeper

A Grok bot that connects Salesforce and LinkedIn

Sales

Connect first

LinkedInSalesforce

The 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.

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 and LinkedIn, review the test run, then save it as a bot.

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