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Account Tiering

Sales 6 copies Based on this post by @ericzakariasson · View source

The prompt

Run on weekly schedule. Walk me through connecting Salesforce and Notion, then configure it: score every account on fit times warmth, write the tiers into a Notion database, and enrich contacts for the top tier in batches so the list is workable, not just ranked. Ask me what fit and warmth mean for our product, let me sanity-check tier one before the first full run, then save it.

Connect first

SalesforceNotion

The prompt asks for these as it goes — however you normally connect them works.

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How to use this prompt

  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tools when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @ericzakariassonView post by @ericzakariasson on X

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