営業
Audit one client in Asana before the Grok Bot rewrite
Ten years of sales history is useless if ownership and next actions are unclear.
困っていたこと
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.
インストールまたは作成するもの
One sales ops bot, read-only first. Try his adapted audit brief on one client. Writes only after you approve.
ボット
Sales ops
Read-only audit first. Writes only after approval.
プラグイン
初日から入れるものはありません。初回の手順に従ってください。
ルーティン
初回の実行では使いません。まず手動で1回通して確認してください。
プロンプト
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.
初回実行
- 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.
承認フェンス
Do not create, close, or reassign Asana tasks without your yes.
調整ポイント
Steal audit-before-rewrite. One client, one job, evidence before edits.
出典
Thomas "Doc" Colasanti @ThomasColasanti · 元の投稿
xAI とは提携していません。このプロンプトは当サイトが書いたものではありません。第三者テンプレートの規約も適用されます。
Pro パック
アイデアだけでなく、完全な構成が必要ですか？
Pro パックには、人気ユースケースのジョブ本文、プロンプト、スケジュール、落とし穴が入っています。