Account onboarding 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

• triage 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 Account onboarding 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 (success-onboarding). 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.

### Account onboarding Team - Handover Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): HubSpot

Job:
Reads the closed deal and lists what was promised during the sale.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account onboarding Team - Handover Bot
- Title: Reads the closed deal and lists what was promised during the sale.
- Description: Reads the closed deal and lists what was promised during the sale. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Account onboarding Team - Plan Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Notion

Job:
Builds the ninety-day plan with named milestones and owners.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account onboarding Team - Plan Bot
- Title: Builds the ninety-day plan with named milestones and owners.
- Description: Builds the ninety-day plan with named milestones and owners. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Account onboarding Team - Sessions Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendar

Job:
Holds the onboarding sessions on Calendar and flags any that slipped.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account onboarding Team - Sessions Bot
- Title: Holds the onboarding sessions on Calendar and flags any that slipped.
- Description: Holds the onboarding sessions on Calendar and flags any that slipped. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Account onboarding Team - Signals Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): HubSpot

Job:
Names accounts that have not hit their first milestone on time.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account onboarding Team - Signals Bot
- Title: Names accounts that have not hit their first milestone on time.
- Description: Names accounts that have not hit their first milestone on time. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Account onboarding Team - Notes Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Gmail

Job:
Drafts the check-in note for the account owner. Never sends it.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Account onboarding Team - Notes Bot
- Title: Drafts the check-in note for the account owner.
- Description: Drafts the check-in note for the account owner. Never sends it. 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.

### Onboarding desk group chat
Members (5, two to six Bots): Account onboarding Team - Handover Bot, Account onboarding Team - Plan Bot, Account onboarding Team - Sessions Bot, Account onboarding Team - Signals Bot, Account onboarding Team - Notes 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.

### Milestone check
Owner Bot: Account onboarding Team - Signals Bot
Schedule: Every Monday at 09:00

Prompt to save (I will confirm the card):
List accounts inside ninety days that missed a milestone. Name the milestone and how late.

### Session watch
Owner Bot: Account onboarding Team - Sessions Bot
Schedule: Every weekday at 08:30

Prompt to save (I will confirm the card):
Flag onboarding sessions rescheduled more than once or not yet booked.

## 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.
- 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.

## 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).

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


## 6. 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.

## 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: Account onboarding Team. Move the group chat and Bots into it.
- In Settings → Plugins, disable the write tools for Gmail, Calendar, Notion. 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 ("Onboarding desk group chat", two to six Bots)
- I have created section "Account onboarding 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.