المبيعات
Audit one client in Asana before the Grok Bot rewrite
Ten years of sales history is useless if ownership and next actions are unclear.
نقطة الألم
Thomas Colasanti (@ThomasColasanti) rebuilt sales structure in Asana with a Grok Bot team in ~seven hours after a read-only audit: completed history beside still-open tasks, duplicate client records, commissions without a clear owner. Starting brief: audit one client and current job without changing anything; list sources, commitments, owner, next action+date; flag gaps and duplicates; ask before any write. Not affiliated with xAI.
ماذا تثبّت أو تنشئ
One sales ops bot, read-only first. Try his adapted audit brief on one client. Writes only after you approve.
الروبوتات
Sales ops
Read-only audit first. Writes only after approval.
الإضافات
لا شيء في اليوم الأول. اتبع خطوات التشغيل الأول.
الروتينات
لا شيء في التشغيل الأول. راقب تنفيذًا يدويًا واحدًا أولًا.
النص التوجيهي
Client audit (read-only) (author-quoted)
Quoted from @ThomasColasanti — as published. Do not invent a second system prompt.
Audit this client and current job without changing anything. List the source records, past work, current commitments, owner and next action with its date. Flag missing information and possible duplicates. Distinguish separate copies from shared views of one record. Show where each finding comes from. Ask me about conflicts before any write.
التشغيل الأول
- 1Read https://x.com/ThomasColasanti/status/2109607491948413386 (credit @ThomasColasanti).
- 2Pick one client and one current job in your CRM/Asana.
- 3Paste his read-only audit brief; allow no writes.
- 4Review gaps, duplicates, and ownership conflicts.
- 5Approve one precise update at a time — never a bulk rewrite unattended.
حاجز الموافقة
Do not create, close, or reassign Asana tasks without your yes.
ما الذي تعدّله
Steal audit-before-rewrite. One client, one job, evidence before edits.
المصدر
Thomas "Doc" Colasanti @ThomasColasanti · المنشور الأصلي
غير تابع لـ xAI. لم نكتب هذا النص التوجيهي. تبقى شروط القوالب التابعة لطرف ثالث سارية.
حزمة Pro
تريد الإعداد الكامل، لا الفكرة فقط؟
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