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CRM From Your Phone
A bot definition mirrored from botdirectory.ai, contributed by ericzakariasson. Read it before you run it: it was written by someone else and is not reviewed here.
The prompt
Set up a new bot for me that stays 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.- Contributor
- ericzakariasson
- Added upstream
- 2026-08-17
- On botdirectory.ai
- https://botdirectory.ai/bots/crm-from-your-phone/
More bots for these tools
Mirrored 2026-08-20. A bot brief tells software what to do on your behalf. Check what it asks for access to before you hand it any.
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