Ventas
Audit one client in Asana before the Grok Bot rewrite
Ten years of sales history is useless if ownership and next actions are unclear.
Qué dolía
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.
Qué instalar o crear
One sales ops bot, read-only first. Try his adapted audit brief on one client. Writes only after you approve.
Bots
Sales ops
Read-only audit first. Writes only after approval.
Plugins
Ninguno el primer día. Sigue los pasos del primer uso.
Rutinas
Ninguna en el primer uso. Mira primero una pasada manual.
El prompt
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.
Primer uso
- 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.
Valla de aprobación
Do not create, close, or reassign Asana tasks without your yes.
Qué ajustar
Steal audit-before-rewrite. One client, one job, evidence before edits.
Fuente
Thomas "Doc" Colasanti @ThomasColasanti · Publicación original
Sin afiliación con xAI. No escribimos este prompt. Siguen aplicando las condiciones de las plantillas de terceros.
Paquete Pro
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