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CRM From Your Phone

Sales 3 copies Based on this post by @ericzakariasson · View source

The prompt

Stay always on so I can ask CRM questions from my phone. Walk me through connecting Salesforce read-only and Slack, then configure it: when I ask about the quarter, give me the number, the three deals that move it, and where the data looks wrong. Ask me for quota and quarter definitions once, let me test three questions I know the answers to, then save it.

Connect first

SalesforceSlack

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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