Renewal 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 Renewal 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 (success-renewal). 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.

### Renewal desk Team - Dates Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): HubSpot, Calendar

Job:
Lists renewals in the next ninety days and how much each is worth.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Renewal desk Team - Dates Bot
- Title: Lists renewals in the next ninety days and how much each is worth.
- Description: Lists renewals in the next ninety days and how much each is worth. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Renewal desk Team - Case Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Stripe

Job:
Assembles the evidence for renewing: what they used, what they got, what it cost.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Renewal desk Team - Case Bot
- Title: Assembles the evidence for renewing: what they used, what they got, what it cost.
- Description: Assembles the evidence for renewing: what they used, what they got, what it cost. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

### Renewal desk Team - Risk Bot
Create this Bot. Use the name exactly.
Uses connectors (already on the account): HubSpot

Job:
Names the renewals at risk and what specifically is wrong.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Renewal desk Team - Risk Bot
- Title: Names the renewals at risk and what specifically is wrong.
- Description: Names the renewals at risk and what specifically is wrong. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.

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

Job:
Drafts the renewal conversation, never the contract, and never sends.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Renewal desk Team - Draft Bot
- Title: Drafts the renewal conversation, never the contract, and never sends.
- Description: Drafts the renewal conversation, never the contract, and never sends. 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.

### Renewal desk group chat
Members (4, two to six Bots): Renewal desk Team - Dates Bot, Renewal desk Team - Case Bot, Renewal desk Team - Risk Bot, Renewal desk Team - Draft 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.

### Ninety day list
Owner Bot: Renewal desk Team - Dates Bot
Schedule: Every Monday at 08:30

Prompt to save (I will confirm the card):
List renewals inside ninety days with value and owner, soonest first.

### Risk pass
Owner Bot: Renewal desk Team - Risk Bot
Schedule: Every Wednesday at 10:00

Prompt to save (I will confirm the card):
Name at-risk renewals and the specific evidence. Never contact the customer.

## 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.
- Stripe: Read. Use Stripe read-only. Never move funds.
- 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.

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