botteams.ai

Account health team

Turns scattered usage and support signals into a plain answer about which accounts are actually in trouble.

Verified4 Bots· 2 routinesHealth readEvery Monday at 09:00 · Health · CallRank accounts needing a human conversation this week. Give the reason and the evidence for each.Usage declineEvery weekday at 08:00 · Health · UsageList accounts with three consecutive weeks of falling activity. Never contact them.Watch this team

Account health team

Turns scattered usage and support signals into a plain answer about which accounts are actually in trouble.

Bots

  • Usage Grok Bot
  • Tickets Grok Bot
  • Contacts Grok Bot
  • Call Grok Bot
Group chat

Health desk group chat

  • Usage Grok Bot
  • Tickets Grok Bot
  • Contacts Grok Bot
  • Call Grok Bot
Connectors
  • HubSpot
  • Zendesk
  • Mixpanel
  • Gmail
Job
  • Usage Grok BotGrok Bot

    Reads product usage and names accounts whose activity has fallen for three weeks running.

    • Mixpanel
  • Tickets Grok BotGrok Bot

    Reads support volume per account and separates a bad week from a pattern.

    • Zendesk
  • Contacts Grok BotGrok Bot

    Flags accounts where the main contact has gone quiet or left.

    • HubSpot
  • Call Grok BotGrok Bot

    Says which accounts need a human conversation this week, ranked, with the reason.

    • Gmail
Routines2
  • Health read

    Owner: Call Grok BotEvery Monday at 09:00

    Rank accounts needing a human conversation this week. Give the reason and the evidence for each.

  • Usage decline

    Owner: Usage Grok BotEvery weekday at 08:00

    List accounts with three consecutive weeks of falling activity. Never contact them.

Skills2
Notes

Sidebar section

Customer success

Four Bots on churn risk. Names the accounts, contacts none of them.

Run Account health 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 Account health 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 (success-health). 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.

### Account health · Usage Grok Bot
(Named "Health · Usage" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Mixpanel

Job:
Reads product usage and names accounts whose activity has fallen for three weeks running.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account health · Usage Grok Bot
- Title: Reads product usage and names accounts whose activity has fallen for three weeks running.
- Description: Reads product usage and names accounts whose activity has fallen for three weeks running. 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.

### Account health · Tickets Grok Bot
(Named "Health · Tickets" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Zendesk

Job:
Reads support volume per account and separates a bad week from a pattern.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account health · Tickets Grok Bot
- Title: Reads support volume per account and separates a bad week from a pattern.
- Description: Reads support volume per account and separates a bad week from a pattern. 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.

### Account health · Contacts Grok Bot
(Named "Health · Contacts" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): HubSpot

Job:
Flags accounts where the main contact has gone quiet or left.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account health · Contacts Grok Bot
- Title: Flags accounts where the main contact has gone quiet or left.
- Description: Flags accounts where the main contact has gone quiet or left. 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.

### Account health · Call Grok Bot
(Named "Health · Call" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gmail

Job:
Says which accounts need a human conversation this week, ranked, with the reason.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account health · Call Grok Bot
- Title: Says which accounts need a human conversation this week, ranked, with the reason.
- Description: Says which accounts need a human conversation this week, ranked, with the reason. 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.

### Health desk group chat
Members (4, two to six Bots): Account health · Usage Grok Bot, Account health · Tickets Grok Bot, Account health · Contacts Grok Bot, Account health · Call 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: Customer success.
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.

### Health read
Owner Bot: Account health · Call Grok Bot
Schedule: Every Monday at 09:00

Prompt to save (I will confirm the card):
Rank accounts needing a human conversation this week. Give the reason and the evidence for each.

### Usage decline
Owner Bot: Account health · Usage Grok Bot
Schedule: Every weekday at 08:00

Prompt to save (I will confirm the card):
List accounts with three consecutive weeks of falling activity. Never contact them.

## 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.
- Zendesk: Ask before send. Use Zendesk only after a human says yes in the chat. State exactly what you are about to do, wait for the reply, then act.
- Mixpanel: Draft. Use Mixpanel for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Gmail: Draft. Use Gmail 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 Mixpanel, Gmail. 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 send to a customer without a human yes.
- Never promise a date engineering has not agreed.

## Done when

- Named Bots exist
- Named group chat exists ("Health desk group chat", two to six Bots)
- I have created section "Customer success"
- 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

  • Customer success

    Watches account health, renewals, and quarterly reviews, and names the accounts that need a human conversation this week.

    • Gmail
    • Google Calendar
    • Stripe
    • Zendesk
    • HubSpot
    • Gong
  • Account onboarding

    Runs the first ninety days of a new account so the handover from sales does not quietly become nobody's job.

    • Gmail
    • Google Calendar
    • HubSpot
    • Notion
  • Quarterly reviews

    Prepares the quarterly business review from real usage and real outcomes, not a slide template.

    • HubSpot
    • Mixpanel
    • Notion
    • Google Calendar