Name it e.g. 'Sam – Sales Research'.
Upload or link your spreadsheet of target companies or people.
Tell the Bot in 3-4 sentences what you sell and who it helps. This is what it will tailor messages to.
Use the prompt below. It researches each person (interviews, podcasts, posts) and drafts messages.
Read the drafts, edit or approve. Nothing is sent without you.
Tell it which drafts you liked and why, so tomorrow's are better.
Each night, take the next [5] people from [sheet name/link]. For each one: look up their recent podcasts, webinars, interviews, LinkedIn posts and company news. Write a 3-sentence personal opener that mentions something specific they said or did, then link it to how [my offer] could help them. Leave the drafts in [Gmail drafts / LinkedIn / this chat] for me to approve by [8 a.m.]. Don't send anything. Add a column in the sheet with the source link you used for each person.
From https://usecasy.com/use-case/grok-bot-sales-research/ · Guide checked 15 October 2026 · Prices are rough and shown in USD unless stated (MYR where relevant).