botteams.ai

Territory planning team

Splits accounts so coverage is even and no account sits unowned for a quarter.

Verified4 Bots· 2 routinesCoverage gapEvery Monday at 09:00 · Territory · CoverageList accounts with no owner or no contact this quarter.Balance readEvery quarter on the 1st at 10:00 · Territory · BalanceReport territory balance by opportunity value, not by account count.Watch this team

Territory planning team

Splits accounts so coverage is even and no account sits unowned for a quarter.

Bots

  • Coverage Grok Bot
  • Balance Grok Bot
  • Fit Grok Bot
  • Plan Grok Bot
Group chat

Territory desk group chat

  • Coverage Grok Bot
  • Balance Grok Bot
  • Fit Grok Bot
  • Plan Grok Bot
Connectors
  • Salesforce
  • HubSpot
  • Notion
  • Google Cloud BigQuery
Job
  • Coverage Grok BotGrok Bot

    Finds accounts with no owner or no contact this quarter.

    • Salesforce
  • Balance Grok BotGrok Bot

    Reports whether territories are actually balanced by opportunity.

    • Google Cloud BigQuery
  • Fit Grok BotGrok Bot

    Names accounts that look like existing customers who did well.

    • HubSpot
  • Plan Grok BotGrok Bot

    Drafts the territory plan with the reasoning shown.

    • Notion
Routines2
  • Coverage gap

    Owner: Coverage Grok BotEvery Monday at 09:00

    List accounts with no owner or no contact this quarter.

  • Balance read

    Owner: Balance Grok BotEvery quarter on the 1st at 10:00

    Report territory balance by opportunity value, not by account count.

Skills3
Notes

Sidebar section

Sales

Four Bots on coverage. Names gaps, reassigns nothing.

Run Territory planning 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 Territory planning 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 (sales-territory). 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.

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

Job:
Finds accounts with no owner or no contact this quarter.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Territory planning · Coverage Grok Bot
- Title: Finds accounts with no owner or no contact this quarter.
- Description: Finds accounts with no owner or no contact this quarter. 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.

### Territory planning · Balance Grok Bot
(Named "Territory · Balance" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Google Cloud BigQuery

Job:
Reports whether territories are actually balanced by opportunity.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Territory planning · Balance Grok Bot
- Title: Reports whether territories are actually balanced by opportunity.
- Description: Reports whether territories are actually balanced by opportunity. 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.

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

Job:
Names accounts that look like existing customers who did well.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Territory planning · Fit Grok Bot
- Title: Names accounts that look like existing customers who did well.
- Description: Names accounts that look like existing customers who did well. 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.

### Territory planning · Plan Grok Bot
(Named "Territory · Plan" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Notion

Job:
Drafts the territory plan with the reasoning shown.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Territory planning · Plan Grok Bot
- Title: Drafts the territory plan with the reasoning shown.
- Description: Drafts the territory plan with the reasoning shown. 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.

### Territory desk group chat
Members (4, two to six Bots): Territory planning · Coverage Grok Bot, Territory planning · Balance Grok Bot, Territory planning · Fit Grok Bot, Territory planning · Plan 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: Sales.
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.

### Coverage gap
Owner Bot: Territory planning · Coverage Grok Bot
Schedule: Every Monday at 09:00

Prompt to save (I will confirm the card):
List accounts with no owner or no contact this quarter.

### Balance read
Owner Bot: Territory planning · Balance Grok Bot
Schedule: Every quarter on the 1st at 10:00

Prompt to save (I will confirm the card):
Report territory balance by opportunity value, not by account count.

## 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.

- 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.
- 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.
- Notion: Draft. Use Notion for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Google Cloud BigQuery: Draft. Use Google Cloud BigQuery 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 Notion, Google Cloud BigQuery. 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.

### grill-me
https://skillselion.com/skills/mattpocock/skills/grill-me
Creator: mattpocock
Scope: only Territory · Plan (enable under Plugins → Yours for that Bot only).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:mattpocock/skills#grill-me`. Connect Skillselion in Settings → Plugins first.


## 7. Also

Standing instructions for every Bot on this team:

- Never email a prospect. Draft only.
- Never discount without a human yes.

## Done when

- Named Bots exist
- Named group chat exists ("Territory desk group chat", two to six Bots)
- I have created section "Sales"
- 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

  • Demo desk

    Prepares demos against the prospect's actual problem, and records what was promised in the room.

    • HubSpot
    • Google Calendar
    • Gong
    • Notion
  • Outbound desk

    Runs outbound where the research is real and the sequence stops the moment someone answers.

    • Apollo.io
    • Gmail
    • HubSpot
    • LinkedIn
  • Proposal desk

    Keeps proposals accurate and consistent, and stops silence being mistaken for consideration.

    • Salesforce
    • Docusign
    • Notion
    • Gmail