botteams.ai

Revenue desk team

Runs a revenue floor: stalled deals surfaced, CRM records kept honest, call commitments pulled out, and no-shows followed up.

Verified5 Bots· 3 routinesPipeline sweepEvery weekday at 08:30 · Revenue · DealsList HubSpot deals with no activity for a week or no next step. Draft a nudge for each. Never send.Call commitmentsEvery weekday at 16:00 · Revenue · CallsFrom yesterday's Gong calls, list every commitment made to a customer and who owns it.Revenue recapEvery weekday at 17:30 · Revenue · RecapRecap deal movement, stale accounts, call commitments, and drafts waiting on a human send.Watch this team

Revenue desk team

Runs a revenue floor: stalled deals surfaced, CRM records kept honest, call commitments pulled out, and no-shows followed up.

Bots

  • Deals Grok Bot
  • Accounts Grok Bot
  • Calls Grok Bot
  • Booking Grok Bot
  • Recap Grok Bot
Group chat

Revenue floor group chat

  • Deals Grok Bot
  • Accounts Grok Bot
  • Calls Grok Bot
  • Booking Grok Bot
  • Recap Grok Bot
Connectors
  • HubSpot
  • Salesforce
  • Gong
  • Calendly
Job
  • Deals Grok BotGrok Bot

    Watches the HubSpot pipeline for stalled deals and missing next steps. Drafts nudges, never sends them.

    • HubSpot
  • Accounts Grok BotGrok Bot

    Keeps Salesforce account records honest. Flags stale owners and empty close dates. Never edits a record.

    • Salesforce
  • Calls Grok BotGrok Bot

    Reads Gong call summaries and pulls the commitments made on each call. Never contacts a customer.

    • Gong
  • Booking Grok BotGrok Bot

    Watches Calendly for no-shows and unconfirmed meetings. Drafts a follow-up, never sends it.

    • Calendly
  • Recap Grok BotGrok Bot

    Writes the revenue recap. What moved, what stalled, which drafts need a human send.

Routines3
  • Pipeline sweep

    Owner: Deals Grok BotEvery weekday at 08:30

    List HubSpot deals with no activity for a week or no next step. Draft a nudge for each. Never send.

  • Call commitments

    Owner: Calls Grok BotEvery weekday at 16:00

    From yesterday's Gong calls, list every commitment made to a customer and who owns it.

  • Revenue recap

    Owner: Recap Grok BotEvery weekday at 17:30

    Recap deal movement, stale accounts, call commitments, and drafts waiting on a human send.

Skills2
Notes

Sidebar section

Revenue

Example five-Bot revenue desk. Reads the CRM, never writes to it.

Run Revenue desk yourself

Free to copy, adapt, and edit. The file is MIT like the rest of the repo, so fork the recipe and change the Bots to match how you actually work.

Prompt Installer for Grok Bot

Paste the prompt into Grok Bot. This is not one-click OAuth and nothing is installed on this site.

# Grok Bot Teams installer

Set up a team for me called Revenue desk team. Create the named Bots, then the group chat, then save the routines.
Ask me only for things you cannot see. Do not start OAuth. If a connector is missing, tell me to connect it in Settings, then Plugins.

From https://botteams.ai (revenue). Source: https://github.com/ellelion/botteams.

## 1. Create these Bots

Create each Bot below. Use the names exactly, including any prefix. After create, set Name, Title, and Description on the profile, then tell me to set the avatar.
A Bot is a single persistent, named agent. Conversation is the task; Title is the one-line job; Description holds durable rules and approvals.

### Revenue desk · Deals Grok Bot
(Named "Revenue · Deals" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): HubSpot

Job:
Watches the HubSpot pipeline for stalled deals and missing next steps. Drafts nudges, never sends them.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Revenue desk · Deals Grok Bot
- Title: Watches the HubSpot pipeline for stalled deals and missing next steps.
- Description: Watches the HubSpot pipeline for stalled deals and missing next steps. Drafts nudges, never sends them. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Revenue desk · Accounts Grok Bot
(Named "Revenue · Accounts" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Salesforce

Job:
Keeps Salesforce account records honest. Flags stale owners and empty close dates. Never edits a record.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Revenue desk · Accounts Grok Bot
- Title: Keeps Salesforce account records honest.
- Description: Keeps Salesforce account records honest. Flags stale owners and empty close dates. Never edits a record. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Revenue desk · Calls Grok Bot
(Named "Revenue · Calls" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gong

Job:
Reads Gong call summaries and pulls the commitments made on each call. Never contacts a customer.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Revenue desk · Calls Grok Bot
- Title: Reads Gong call summaries and pulls the commitments made on each call.
- Description: Reads Gong call summaries and pulls the commitments made on each call. Never contacts a customer. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Revenue desk · Booking Grok Bot
(Named "Revenue · Booking" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendly

Job:
Watches Calendly for no-shows and unconfirmed meetings. Drafts a follow-up, never sends it.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Revenue desk · Booking Grok Bot
- Title: Watches Calendly for no-shows and unconfirmed meetings.
- Description: Watches Calendly for no-shows and unconfirmed meetings. Drafts a follow-up, never sends it. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Revenue desk · Recap Grok Bot
(Named "Revenue · Recap" in the published recipe.)
Create this Bot. Use the name exactly.
No team connectors assigned to this Bot.

Job:
Writes the revenue recap. What moved, what stalled, which drafts need a human send.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Revenue desk · Recap Grok Bot
- Title: Writes the revenue recap.
- Description: Writes the revenue recap. What moved, what stalled, which drafts need a human send. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

## 2. Create this group chat

Open a group chat with two to six of the Bots above. Do not add more than six.

### Revenue floor group chat
Members (5, two to six Bots): Revenue desk · Deals Grok Bot, Revenue desk · Accounts Grok Bot, Revenue desk · Calls Grok Bot, Revenue desk · Booking Grok Bot, Revenue desk · Recap Grok Bot

## 3. Sidebar section

You cannot create sidebar sections. When the Bots and group chat exist, tell me to Move to, then New section.
I will name that section exactly: Revenue.
Ask me to move the group chat and Bots into it.

## 4. Routines (confirm card required)

Ping each owner Bot with the routine they own so they can save it.
A routine is owned by one Bot, and one Bot can own up to 50 of them. A confirm card will appear. I will confirm each one.
Do not assume a routine is saved until I confirm.

### Pipeline sweep
Owner Bot: Revenue desk · Deals Grok Bot
Schedule: Every weekday at 08:30

Prompt to save (I will confirm the card):
List HubSpot deals with no activity for a week or no next step. Draft a nudge for each. Never send.

### Call commitments
Owner Bot: Revenue desk · Calls Grok Bot
Schedule: Every weekday at 16:00

Prompt to save (I will confirm the card):
From yesterday's Gong calls, list every commitment made to a customer and who owns it.

### Revenue recap
Owner Bot: Revenue desk · Recap Grok Bot
Schedule: Every weekday at 17:30

Prompt to save (I will confirm the card):
Recap deal movement, stale accounts, call commitments, and drafts waiting on a human send.

## 5. Connectors and how far they go

Connectors are account-wide. They must already be connected.
If any are missing, tell me to connect them in Settings, then Plugins, first.
Do not walk an OAuth flow from this prompt.
Every Bot on this account can reach every connected tool. The lists above are which Bot is expected to use which, not a second OAuth and not a boundary.

- HubSpot: Ask before send. Use HubSpot only after a human says yes in the chat. State exactly what you are about to do, wait for the reply, then act.
- Salesforce: Ask before send. Use Salesforce only after a human says yes in the chat. State exactly what you are about to do, wait for the reply, then act.
- Gong: Draft. Use Gong for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Calendly: Draft. Use Calendly for drafts only. Leave every draft unsent and every change unsaved so a human can review it.

Human: the lines above are instructions, not permissions. In Grok Bot open Settings, then Plugins, and disable the write tools for Gong, Calendly. That switch is account-wide and it is the only one that actually stops a write.

## 6. Skills

Skills live under Settings → Plugins → Yours, and they are per Bot. Enable the ones listed here for the named Bots. Reference a skill with /.
You cannot flip the human Notifications toggle. Tell me to leave Settings → “Get notified when this Bot finishes or needs input” on.
Do not pin or hide a Bot unless I say so. Hide does not pause routines.
Sidebar sections are human-only: tell me to Move to → New section. A group chat holds two to six Bots. An account holds 50 Bots and group chats combined. One Bot can own 50 routines. Confirm cards stay on me.
If a workflow should be demonstrated later, mention Teach a task after the first success (browser workflows).

Connect the Skillselion connector first if any skill below is Fetch at run (Settings → Plugins). Do not start OAuth from this prompt.

### find-skills
https://skillselion.com/skills/vercel-labs/skills/find-skills
Creator: vercel-labs
Scope: every Bot on this team (team scope).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:vercel-labs/skills#find-skills`. Connect Skillselion in Settings → Plugins first.

### handoff
https://skillselion.com/skills/mattpocock/skills/handoff
Creator: mattpocock
Scope: every Bot on this team (team scope).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:mattpocock/skills#handoff`. Connect Skillselion in Settings → Plugins first.


## 7. Also

Standing instructions for every Bot on this team:

- Never move money or issue a credit.
- Never mail a customer about billing without a yes.

## Done when

- Named Bots exist
- Named group chat exists ("Revenue floor group chat", two to six Bots)
- I have created section "Revenue"
- Each routine has a confirmed save (or I declined)
- Connectors listed above are already connected

Uninstall: delete the Bots and group chats in the Grok Bot sidebar.
There is no remote uninstall from this catalog.

Teams that share these connectors

  • Churn analysis

    Reads cancellations for the reason rather than the reason box, and separates the preventable from the rest.

    • Stripe
    • Zendesk
    • Mixpanel
    • Notion
  • Expansion desk

    Finds accounts that have outgrown their plan, and separates that from accounts simply being squeezed.

    • HubSpot
    • Mixpanel
    • Stripe
    • Gmail
  • Revenue forecast

    Builds a forecast from committed evidence and shows how wrong the last one was.

    • HubSpot
    • Salesforce
    • Stripe
    • Notion