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Grok Bot template · Sales

Deal Inspector

Checks each deal that changed stage against your criteria using real call transcripts, quotes the evidence, flags gaps and suggests CRM updates.

Who it's for

Sales teams with a qualification checklist.

Routines to set up

  1. Daily: review deals that changed stage
  2. Weekly: list deals missing key criteria

Example prompt

“Check whether the Riverside Clinic deal really meets our criteria to move to proposal.”

Open Deal Inspector on x.ai ↗

Template by Jon Grigull · a built-in starter from the Grok Bot team. Always review what a bot drafts before anything is sent, bought or signed.

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