Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval. Connect apps with a Grok Bot connector.
Made by xAI’s Grok Bot team and listed in xAI’s official Grok Bot Marketplace (link in Details). Description from that listing. Swarm School is independent; this isn’t an endorsement of us by xAI.
GG① From your apps→
② Works on your task→
③ You review
Free template · creator-made, not Swarm School · check its permissions before adding
Before You Add It
Safety and permissionsAccess, approvals and your responsibility
Connects to Gong, Granola, Salesforce, HubSpot and more; check each permission it asks for before adding.
Not made by Swarm School or xAI. No guarantees. You’re responsible for its actions. Review permissions; never run unchecked. Read the bot-use terms and how to add a bot safely.
Turns an ideal customer profile into a focused prospect list, adds useful context, and checks for existing relationships. Drafts first-touch email and LinkedIn messages for your review.
Researches one account before a meeting, deal review, or account plan. Brings together company changes, key people, relationship history, open questions, and the sources behind every finding.
Press Ctrl+N (or use + at the top of the sidebar), name the Bot, pick a shape and colour, and choose Create. Then tell it its job in the first message.