Account Research Desk
Source: x.ai
Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without you.
✓ Complete setup indexed
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
The complete setup has been indexed. Explore its scope below, then review the full instructions and playbooks in Grok Bot before importing.
Requires the Grok Bot app and an eligible account. Open the preview, review the setup, then confirm import in the app.
The job
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.
Follow the source
This listing brings together public information. Read the original pages for the latest setup and the creator’s terms.
Your first step
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.