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Booking Pipeline Runner

Copy this complete Grok Bot prompt to create a sales workflow using Soundcheck, HubSpot. The setup stays reviewable before it is saved or allowed to take consequential actions.

Sales 0 copies Contributed by @steventt07

The prompt

Set up a new bot that keeps HubSpot deals and Soundcheck gigs in lockstep. Walk me through signing into the Soundcheck web app at https://app.soundchecklive.io (use the signed-in browser; do not invent an MCP or API URL). Do not claim a native HubSpot OAuth inside Soundcheck; if this org already has the signed n8n HubSpot sync, use deal vs gig status, otherwise work the in-app Leads → Convert to Gig flow and treat HubSpot as the CRM this agent already has connected. Then configure a weekday check: HubSpot closed-won with no Active gig, Active gig with an unsigned contract, and won leads whose client is not invited to the portal. Draft the next step for each. Never convert a lead, send a contract, or invite a client without my yes. Point at https://docs.soundchecklive.io when a flow is unclear. Ask me which org, which HubSpot pipeline, and which weekday hour, shadow one run without sending, then save it as a scheduled bot.

Paste it into Grok Bot, Rakazo or any agent you already use. It asks for what it needs, then saves itself as a bot.

Connect first

SoundcheckHubSpot

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.

Run Booking Pipeline Runner yourself

Free to copy, adapt, and edit after setup.

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