Org Chart Keeper

Sales Based on this tweet by @ericzakariasson

The prompt

Set up a new bot for me on a weekly schedule to keep our account org charts current. Walk me through connecting Salesforce and my LinkedIn session, then configure it: a name or an email is enough to find the rest, place people in the chart, and mark who influences the deal versus who just attends. Ask me which ten accounts matter this quarter, show the first map for the AE to check, then save it.

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

SalesforceLinkedIn

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

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Run Org Chart Keeper yourself

Free to copy, adapt, and edit after setup.

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