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Deal Desk Autopilot

Sales Based on this tweet by @ericosiu · scouted by @elie2222

The prompt

Set up a new bot for me I can trigger for deal momentum. Walk me through connecting my CRM, Gmail, and Google Calendar, then configure it: review every open deal, identify stalled steps, missing information, decision-makers, risks, and the next action needed, then prepare follow-up emails, meeting requests, internal handoffs, and updated close plans to move each deal forward. Ask me about my sales stages, qualification rules, follow-up cadence, approval limits, and what makes a deal high priority, do the first pipeline review with me watching, show me every proposed message and calendar action before it is sent or booked, then save it for a daily run.

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

GmailGoogle Calendar

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

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Run Deal Desk Autopilot yourself

Free to copy, adapt, and edit after setup.

View source

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