Research
Grok Bot templateFree templateListed on x.ai

Deal Inspector

by Jon Grigull

Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.

Template configuration

Complete setup indexed

The complete setup has been indexed. Explore its scope below, then review the full instructions and playbooks in Grok Bot before importing.

Memories
3
Skills
4
Routines
1
Integrations
9

Skills

  • crm-writeback
  • getting-started
  • qualification-frameworks
  • stage-gate-audit

Requires the Grok Bot app and an eligible account. Open the preview, review the setup, then confirm import in the app.

The job

What this template does

Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.

Research

Follow the source

Creators deserve the credit

This listing brings together public information. Read the original pages for the latest setup and the creator’s terms.

Your first step

Start the conversation

I would like help with Deal Inspector. My goal is: [describe your goal]. Ask me for the context you need, then suggest a first step I can review.

A suggested opening message, not the creator’s private instructions.