Deal Desk CoordinatorOfficial
Sales & Customers
Draft contextual internal deal notes from past emails, Salesforce, and calls, then submit in Salesforce once you approve
salesback-office
What it does
Preps every call from transcripts, notes, CRM and Slack, drafts the follow-up, and keeps context from one call to the next
维护重点客户不用每次重建上下文 从转录、笔记、CRM、Slack 备会，跟进信也起好草稿
Official description on x.ai
Keep every key account warm without rebuilding context each time. Preps every call from transcripts, notes, CRM, and Slack, drafts follow-ups, and keeps next steps current.
How to add it
- Click “Add to Grok”. The share page opens on x.ai.
- Review the name, skills and routines, then click Import.
- Reconnect any apps it needs (Gmail, Calendar…). Nothing from the author’s account is copied.
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