New business desk Team

• find-skills by vercel-labs

  Looking up counts on Skillselion. · Fetch at run · View on Skillselion

• handoff by mattpocock

  Looking up counts on Skillselion. · Fetch at run · View on Skillselion

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 New business 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 → Plugins.

From https://botteams.io (agency-pitch). Source: https://github.com/ellelion/botteams.

## 1. Create these Bots

Create each Bot below. Use the names exactly. After create, set Name, Title, and Description on the profile.
A Bot is persistent and named. Conversation is the task; Title is the one-line job; Description holds durable rules and approvals.

### New business desk Team - Inbound Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gmail

Job:
Sorts inbound project enquiries from the rest of the inbox and pulls out budget, timeline, and scope when the sender stated them. Never replies.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly New business desk Team - Inbound Bot
- Title: Sorts inbound project enquiries from the rest of the inbox and pulls out budget, timeline…
- Description: Sorts inbound project enquiries from the rest of the inbox and pulls out budget, timeline, and scope when the sender stated them. Never replies. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### New business desk Team - Brief Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Notion

Job:
Turns a qualified enquiry into a one-page Notion brief covering what they asked for, what is missing, and what to ask on the call.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly New business desk Team - Brief Bot
- Title: Turns a qualified enquiry into a one-page Notion brief covering what they asked for, what…
- Description: Turns a qualified enquiry into a one-page Notion brief covering what they asked for, what is missing, and what to ask on the call. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### New business desk Team - Calls Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendar

Job:
Watches Calendar for pitch calls and checks each one has a brief attached before it starts.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly New business desk Team - Calls Bot
- Title: Watches Calendar for pitch calls and checks each one has a brief attached before it start…
- Description: Watches Calendar for pitch calls and checks each one has a brief attached before it starts. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### New business desk Team - Proposal Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Notion

Job:
Drafts the proposal from the brief and the call notes. Never sends it and never signs anything.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly New business desk Team - Proposal Bot
- Title: Drafts the proposal from the brief and the call notes.
- Description: Drafts the proposal from the brief and the call notes. Never sends it and never signs anything. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### New business desk Team - Signature Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Docusign

Job:
Tracks proposals out for signature in Docusign and says which have gone quiet. Never chases the client directly.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly New business desk Team - Signature Bot
- Title: Tracks proposals out for signature in Docusign and says which have gone quiet.
- Description: Tracks proposals out for signature in Docusign and says which have gone quiet. Never chases the client directly. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

## 2. Create this group chat

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

### New business floor group chat
Members (5, two to six Bots): New business desk Team - Inbound Bot, New business desk Team - Brief Bot, New business desk Team - Calls Bot, New business desk Team - Proposal Bot, New business desk Team - Signature Bot

## 3. 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.

### Inbound triage
Owner Bot: New business desk Team - Inbound Bot
Schedule: Every 3 hours during working hours

Prompt to save (I will confirm the card):
Sort new inbound enquiries. Pull out budget, timeline, and scope where stated. Flag anything with a deadline inside two weeks. Never reply.

### Signature watch
Owner Bot: New business desk Team - Signature Bot
Schedule: Every weekday at 16:00

Prompt to save (I will confirm the card):
List proposals out for signature longer than five days, oldest first. Never contact the client.

## 4. 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 → 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.

- Gmail: Draft. Use Gmail for drafts only. Draft the message, do not send.
- Calendar: Draft. Use Google Calendar for drafts only. Draft the event, do not send invites.
- Notion: Draft. Use Notion for drafts only. Write the page, never publish.
- Docusign: Draft. Use Docusign for drafts only. Write the page, never publish.

## 5. Skills

Skills live under Settings → Plugins → Yours, and they are per Bot. Reference a skill with /.
If a skill is already installed on the account (Settings → Plugins → Yours), use it. Enable it for this Bot if / does not show it.
If it is not installed, fetch or load it through the Skillselion connector using the skill id. Do not install a second copy.
Connect the Skillselion connector only when a fetch is needed. Do not start OAuth from this prompt.
Do not pin or hide a Bot unless I say so. Hide does not pause routines.
If a workflow should be demonstrated later, mention Teach a task after the first success (browser workflows).

### find-skills
https://skillselion.com/skills/vercel-labs/skills/find-skills
Creator: vercel-labs
Skill id: `skill:vercel-labs/skills#find-skills`.
Scope: every Bot on this team (team scope).

### handoff
https://skillselion.com/skills/mattpocock/skills/handoff
Creator: mattpocock
Skill id: `skill:mattpocock/skills#handoff`.
Scope: every Bot on this team (team scope).


## 6. Also

Standing instructions for every Bot on this team:

- Never send client mail. Draft only.
- Never change a signed scope without asking.

## Human steps

These are yours. The Bot cannot do them.

- Set each Bot avatar (Bot actions → Edit Profile). Attach an image if you want a custom one.
- Create a sidebar section named exactly: New business desk Team. Move the group chat and Bots into it.
- In Settings → Plugins, disable the write tools for Gmail, Calendar, Notion, Docusign. That switch is account-wide and it is the only one that actually stops a write.
- Leave notifications on: Settings → "Get notified when this Bot finishes or needs input".

## Done when

- Named Bots exist
- Named group chat exists ("New business floor group chat", two to six Bots)
- I have created section "New business desk Team"
- 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.