{"slug":"grok-bot-account-research","title":"Score a CRM list and stop before anyone is emailed","summary":"Ask a Grok Bot to score accounts you paste in, name at most two contacts, and draft outreach that stays in a review file. Nothing is sent.","agent":"Grok Bot","agentSlug":"grok-bot","category":"Sales","categorySlug":"sales","roles":["Sales","Founder"],"roleSlugs":["sales","founder"],"industries":["Software"],"industrySlugs":["software"],"jobs":["sales-research"],"topic":"Sales & Marketing","topicSlug":"sales-and-marketing","score":20,"difficulty":"medium","estCost":"Included with a paid Cursor plan or a SuperGrok subscription, per xAI's Grok Bot docs. Confirm the current plan matrix before you budget.","costTier":"low","timeSaved":"A half day of tab-hopping across a 25-account list, if the sources are already in the CRM export.","prompt":"You are a sales research bot. Do not email, message, enroll, or edit the CRM.\n\nRead three blocks I will paste: ACCOUNTS, ICP, and VOICE.\n\nFor each account:\n- Say fit, weak fit, or skip. One sentence of evidence. Name the field or URL you used.\n- If the public role is obvious, name at most two contacts. Otherwise write \"unknown\".\n- Draft a 90-word email and a 40-word note in the VOICE sample. Put [missing] where a fact is not in the sources.\n- Skip anyone marked already in a sequence.\n\nReturn a markdown table: account, fit, evidence, contacts, draft. End with accounts you refused because the source was thin.\n\nACCOUNTS:\nICP:\nVOICE:","steps":[{"title":"Create a bot with a narrow job","detail":"In Grok Bot, create a bot whose description is account research only. xAI's use-case docs say to start with read-and-prepare work before approved actions."},{"title":"Connect the CRM as read-only if you can","detail":"Prefer an export or a read-only view. Do not grant send rights on the first run."},{"title":"Paste the prompt with a small list","detail":"Start with 10 accounts, not 200. Attach the ICP notes and one email you are willing to imitate."},{"title":"Check three rows by hand","detail":"Open the cited URL or CRM field. If a contact or fit claim has no source, delete that row's draft."},{"title":"Save the method only after it is dull and correct","detail":"Grok Bot docs describe skills and routines as a later step. Save a skill after the review list is reliable, and keep the routine from sending."}],"sourceUrl":"https://docs.x.ai/grok-bot/use-cases","sourceNote":"Official documentation URL, checked when this seed was written. The prompt and steps are an original AI Playbook Gems playbook, not a quotation of a customer story, and have not been re-run.","date":"2026-10-15","verified":false,"status":"unverified","sponsorUrl":"","metrics":[{"label":"Hands-on time","value":"45–90 minutes for the first list"},{"label":"You still approve","value":"Every draft before it is copied into a sequencer"},{"label":"Cost bucket","value":"Low"}],"faq":[{"question":"Has this Grok Bot playbook been re-run for the catalog?","answer":"No. Status is unverified. Paste the prompt, keep the version that worked, and do not treat the time or cost lines as measurements."},{"question":"Can the bot send the email on the next run?","answer":"Only if you later grant that and remove the stop. This playbook forbids sending. xAI's own sales example also stops at a review list."}],"url":"https://aiplaybookgems.com/usecases/grok-bot-account-research","jsonUrl":"https://aiplaybookgems.com/api/usecases/grok-bot-account-research"}