Name: Account Research Desk
Author: Anoop Baliga

💡 You could use it to…

prep for a call with a big client
write a plan for growing an account
pull notes together in one place

🔌 What you need

The marketplace lists the apps below as ones this bot works with. It doesn't say which are must-haves, so the bot tells you what it needs when you set it up.

Grok Bot appFree download from x.ai/bot. Running a bot uses your Grok Bot plan's usage.

SlackPost a brief or plan you approved to the channel your deal team reads.

NotionKeep account files and plans where your team already looks things up.

LinearSee what an account asked for as issues, and check status before a call.

HexRead account usage or pipeline numbers your team keeps in a warehouse.

Databricks SQLQuery account usage and health numbers straight from your warehouse.

GmailSearch, read, draft, and manage email.

Google CalendarSearch events and schedule meetings.

GranolaPull notes from your customer calls.

Google DriveRead account docs and decks your team already keeps in Drive.

Google SheetsRead and write Google Sheets.

SalesforceRead and update Salesforce records.

🚀 How to install

Get the free Grok Bot app and sign in.
Tap Install this bot above. It opens the bot's official page on x.ai, where you add it to Grok Bot.
Say hello. The bot usually asks a few setup questions first and may ask you to connect apps it works with, such as Slack, Notion, Linear. Connect only what you're happy to share.
Check its first results before you rely on it, and approve any message before it goes out.

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⚙️ How it works

👀 What it looks at: Slack, Notion, Linear, Hex, Databricks SQL, Gmail, Google Calendar, Granola, Google Drive, Google Sheets and Salesforce, and anything you paste or upload.
🛠️ What it does: researches the companies you sell to and writes your pre-call brief and account plan. Its main jobs include build the account list, account brief before a call, week ahead call prep and stakeholder map.
📬 What it sends you: weekly account signals (every Monday morning), weekday call prep (every weekday morning) and friday open threads review (every Friday morning).
⏰ How often: 3 scheduled jobs run by themselves, and you can also ask it anything at any time.
✋ Your say: its instructions tell it to wait for your OK before it sends, posts or changes anything for you.
👋 First time: it asks you a few quick setup questions and remembers your answers.

Marketplace description

Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without you.

One tap copies Anoop Baliga's full setup text (5 standing instructions, 11 skills, 3 routines), with credit and a source link, so you can read it or paste it into your own Grok Bot.

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