Territory planning 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

• grill-me 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 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 → Plugins.

From https://botteams.io (sales-territory). 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.

### Territory planning Team - Coverage Bot
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 Team - Coverage 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.

### Territory planning Team - Balance Bot
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 Team - Balance 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.

### Territory planning Team - Fit Bot
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 Team - Fit 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.

### Territory planning Team - Plan Bot
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 Team - Plan 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.

## 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 Team - Coverage Bot, Territory planning Team - Balance Bot, Territory planning Team - Fit Bot, Territory planning Team - Plan 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.

### Coverage gap
Owner Bot: Territory planning Team - Coverage 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 Team - Balance 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.

## 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.

- Salesforce: Ask before send. Use Salesforce only after a human says yes in the chat. Say the post, wait for a yes.
- HubSpot: Ask before send. Use HubSpot only after a human says yes in the chat. Say the post, wait for a yes.
- Notion: Draft. Use Notion for drafts only. Write the page, never publish.
- Google Cloud BigQuery: Draft. Use Google Cloud BigQuery read-only.

## 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).

### grill-me
https://skillselion.com/skills/mattpocock/skills/grill-me
Creator: mattpocock
Skill id: `skill:mattpocock/skills#grill-me`.
Scope: only Territory planning Team - Plan Bot.


## 6. Also

Standing instructions for every Bot on this team:

- Never email a prospect. Draft only.
- Never discount without a human 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: Territory planning Team. Move the group chat and Bots into it.
- In Settings → Plugins, 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.
- Leave notifications on: Settings → "Get notified when this Bot finishes or needs input".

## Done when

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