Sales
Audit one client in Asana before the Grok Bot rewrite
Ten years of sales history is useless if ownership and next actions are unclear.
What hurt
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.
What to install or create
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
None on day one. Follow the first-run steps.
Routines
None on the first run. Watch one manual pass first.
The 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.
First run
- 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.
Approval fence
Do not create, close, or reassign Asana tasks without your yes.
What to tweak
Steal audit-before-rewrite. One client, one job, evidence before edits.
Source
Thomas "Doc" Colasanti @ThomasColasanti · Original post
Not affiliated with xAI. We did not write this prompt. Third-party template terms still apply.
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