Made by xAI · Free

EBR & Value Deck Builder

Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file.

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Works with Salesforce, HubSpot (+5)

  1. Connects to Salesforce
  2. Organizes your work
  3. You review

What It Does

Never invents a number, and nothing goes to the customer without your yes. 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.

  1. ① From your apps
  2. ② Works on your task
  3. 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 Salesforce, HubSpot, Attio, Gong 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.

Made this bot? Request removal.

How to add itSetup steps and your first test
  1. Add the template above.
  2. Review access; connect your own apps.
  3. Try a small task; check results.

Apps: Salesforce, HubSpot, Attio, Gong, Mixpanel, Google Drive, OneDrive.

Have the desktop app? Open it there.

Prefer a specialist? Build It For Me automations.

Free 14-page setup guide (PDF). Get the setups most users skip, with copy-paste prompts.

Rather Have It Set Up For You? Build It For Me →

Free Weekly Newsletter

One Useful Bot, One Fix, Every Week. Free.

In a sample issue

  • A new botTry a template safely
  • A fixFix connector errors
  • A setupTest a daily routine
See What's Inside →