Name: EBR & Value Deck Builder
Author: Krista Letz

💡 You could use it to…

show a customer the value they got this quarter
pull real numbers into slides
hand over an editable deck

🔌 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.

SalesforceAccount, contract, contacts, and history the deck is built from. Connect the one CRM you use.

HubSpotCRM alternative to Salesforce.

AttioCRM alternative to Salesforce.

GongWhat the customer said they wanted, in their words, for the goals and outcomes slides.

MixpanelAdoption and usage trends for the account's domain.

Google DriveUpload the finished deck next to the account's other files.

OneDriveUpload destination for Microsoft 365 users.

🚀 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 Salesforce, HubSpot, Attio. 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: Salesforce, HubSpot, Attio, Gong, Mixpanel, Google Drive and OneDrive, and anything you paste or upload.
🛠️ What it does: builds a business review slide deck for a customer from your sales records and call notes. Its main jobs include brand kit, ebr deck, pptx compat and three whys.
📬 What it sends you: renewal deck reminder (monthly).
⏰ How often: 1 scheduled job 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.

Marketplace description

Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. Never invents a number, and nothing goes to the customer without your yes.

One tap copies Krista Letz's full setup text (3 standing instructions, 5 skills, 1 routines), with credit and a source link, so you can read it or paste it into your own Grok Bot.

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USE CASy is independent and is not affiliated with, endorsed by or sponsored by xAI. Grok, Grok Bot and the Grok logo are trademarks of xAI. Each bot is made by the creator named on its card. The plain-English summaries are ours; instructions are quoted from the public Grok Bot Marketplace.