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SSalesforceInboxDraftsSales
1Connects to Salesforce
2Prepares sales meetings and follow-up drafts
3You review
What It Does
Prepares sales meetings and follow-up drafts, organizes your inbox, and coordinates specialist bots while keeping changes subject to your approval. Connect apps with a Grok Bot connector.
Who It’s For:Enterprise sales teams who need meeting prep and specialist bot coordination.
What You Ask It
“Prepare me for this enterprise customer meeting”
“Draft a follow-up after this conversation”
“Coordinate specialist bots to prepare this deck”
What You Get Back
You get meeting preparation, inbox help, post-meeting drafts, and coordination of specialists for decks and go-to-market tasks.
What It Connects To
Salesforce
What It Won’t Do
Sending messages or changing CRM records requires the owner's involvement.
S① From your apps→
② Works on your task→
③ You review
Free template · creator-made, not Swarm School · check its permissions before adding
Safety and permissionsAccess, approvals and your responsibility
Made and shared by a Grok Bot user, not by Swarm School. Read what it does, then check every permission it asks for.
Not made by Swarm School or xAI. We can’t make any guarantees about it. You’re responsible for its actions. Review permissions; never run unchecked. Read the bot-use terms and how to add a bot safely.
A plain-English guide to Grok Bot routines: schedule vs. event, the seven-part routine brief, testing safely, three starter routines, and the limits worth knowing.
How Grok Bot's cloud computer works: one shared computer for all your Bots, getting files in and out, using websites with no connector (Toast, Mindbody, Square and more), your own devices, and backups.
What a Grok Bot template includes and leaves out, a five-point check before you click Add Bot, how to share your own (public vs. team), and how to move a Bot to a new account.
