Revenue 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 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 → Plugins.

From https://botteams.io (revenue). 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.

### Revenue desk Team - Deals Bot
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 Team - Deals 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.

### Revenue desk Team - Accounts Bot
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 Team - Accounts 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.

### Revenue desk Team - Calls Bot
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 Team - Calls 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.

### Revenue desk Team - Booking Bot
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 Team - Booking 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.

### Revenue desk Team - Recap Bot
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 Team - Recap 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.

## 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 Team - Deals Bot, Revenue desk Team - Accounts Bot, Revenue desk Team - Calls Bot, Revenue desk Team - Booking Bot, Revenue desk Team - Recap 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.

### Pipeline sweep
Owner Bot: Revenue desk Team - Deals 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 Team - Calls 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 Team - Recap 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.

## 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.

- HubSpot: Ask before send. Use HubSpot only after a human says yes in the chat. Say the post, wait for a yes.
- Salesforce: Ask before send. Use Salesforce only after a human says yes in the chat. Say the post, wait for a yes.
- Gong: Draft. Use Gong read-only.
- Calendly: Draft. Use Calendly for drafts only. Draft the event, do not send invites.

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

## 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: Revenue desk Team. Move the group chat and Bots into it.
- In Settings → Plugins, disable the write tools for Gong, Calendly. 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 ("Revenue floor group chat", two to six Bots)
- I have created section "Revenue 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.