Have an agent find unanswered enquiries and stale deals every morning
A prompt that has Grok Bot check the connected inbox and CRM each morning, find unanswered enquiries, deals with no next action and prospects due for follow-up, and draft personalised replies from the conversation history without sending anything.
Source
@Michael_Fenech_ on X · 2026-10-13
Written in our own words. Credit to the original author. Link checked 2026-10-23.
What they did
A prompt that has Grok Bot check the connected inbox and CRM each morning, find unanswered enquiries, deals with no next action and prospects due for follow-up, and draft personalised replies from the conversation history without sending anything.
Result (as claimed)
The owner reviews the five most important opportunities each day instead of letting leads go cold.
Tools they used
Cost: Grok Bot: from $30/mo.
Set it up
Map the task
Write the trigger, the inputs, the decisions and the output. Note which steps need a human yes.
Connect the tools
Set up Grok Bot, Gmail, CRM with the narrowest permissions that work. Use a test account or sandbox first.
Build the workflow
Create the steps in order. Add an approval step before anything sends, pays or deletes.
Run it on real but low-stakes data
Run a few times, read every output, and fix prompts or rules that misfire.
Schedule and monitor
Turn on the schedule or trigger, and add a daily summary or alert so you notice failures.
Copy the full setup prompt
Paste into your agent and it will walk you through the setup, asking before anything that sends, posts or spends.
You are helping me set up this AI use case end to end in Claude Code. Goal: Have an agent find unanswered enquiries and stale deals every morning What the original author did: A prompt that has Grok Bot check the connected inbox and CRM each morning, find unanswered enquiries, deals with no next action and prospects due for follow-up, and draft personalised replies from the conversation history without sending anything. Reported result (as claimed by the author): The owner reviews the five most important opportunities each day instead of letting leads go cold. Source: https://x.com/Michael_Fenech_/status/2109959331592482896 Tools they used: Grok Bot, Gmail, CRM Category: Automation & business Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
You are helping me set up this AI use case end to end in Codex. Goal: Have an agent find unanswered enquiries and stale deals every morning What the original author did: A prompt that has Grok Bot check the connected inbox and CRM each morning, find unanswered enquiries, deals with no next action and prospects due for follow-up, and draft personalised replies from the conversation history without sending anything. Reported result (as claimed by the author): The owner reviews the five most important opportunities each day instead of letting leads go cold. Source: https://x.com/Michael_Fenech_/status/2109959331592482896 Tools they used: Grok Bot, Gmail, CRM Category: Automation & business Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
You are helping me set up this AI use case end to end in Grok Bot. Goal: Have an agent find unanswered enquiries and stale deals every morning What the original author did: A prompt that has Grok Bot check the connected inbox and CRM each morning, find unanswered enquiries, deals with no next action and prospects due for follow-up, and draft personalised replies from the conversation history without sending anything. Reported result (as claimed by the author): The owner reviews the five most important opportunities each day instead of letting leads go cold. Source: https://x.com/Michael_Fenech_/status/2109959331592482896 Tools they used: Grok Bot, Gmail, CRM Category: Automation & business Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
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Guides for this use case
How to find leads and automate sales outreach with AI agents · How to automate email and your inbox with AI agents · How to set up Grok Bot agents for real work
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