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Audit one client in Asana before the Grok Bot rewrite

Ten years of sales history is useless if ownership and next actions are unclear.

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Что болело

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.

Что установить или создать

One sales ops bot, read-only first. Try his adapted audit brief on one client. Writes only after you approve.

Боты

  • Sales ops

    Read-only audit first. Writes only after approval.

Плагины

  • В первый день не нужны. Следуйте шагам первого запуска.

Рутины

  • На первом запуске их нет. Сначала пройдите один раз вручную.

Промпт

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.

Первый запуск

  1. 1Read https://x.com/ThomasColasanti/status/2109607491948413386 (credit @ThomasColasanti).
  2. 2Pick one client and one current job in your CRM/Asana.
  3. 3Paste his read-only audit brief; allow no writes.
  4. 4Review gaps, duplicates, and ownership conflicts.
  5. 5Approve one precise update at a time — never a bulk rewrite unattended.

Барьер одобрения

Do not create, close, or reassign Asana tasks without your yes.

Что поправить

Steal audit-before-rewrite. One client, one job, evidence before edits.

Источник

Thomas "Doc" Colasanti @ThomasColasanti · Исходный пост

Не связаны с xAI. Этот промпт написали не мы. Условия сторонних шаблонов по-прежнему действуют.

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