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⚡ Grok Bot & AI Agents · Printable checklist · USE CASy

Overnight sales research with outreach drafts waiting by morning

⏱️ 1 hour · 🎯 Easy · 💵 Included in your plan

🧰 Before you start

🪜 Steps (tick as you go)

  1. ☐
    1. Create a 'Prospecting' Bot

    Name it e.g. 'Sam – Sales Research'.

  2. ☐
    2. Share your target list

    Upload or link your spreadsheet of target companies or people.

  3. ☐
    3. Explain your offer

    Tell the Bot in 3-4 sentences what you sell and who it helps. This is what it will tailor messages to.

  4. ☐
    4. Paste the overnight prompt

    Use the prompt below. It researches each person (interviews, podcasts, posts) and drafts messages.

  5. ☐
    5. Review in the morning

    Read the drafts, edit or approve. Nothing is sent without you.

  6. ☐
    6. Give feedback

    Tell it which drafts you liked and why, so tomorrow's are better.

💬 Prompts to copy

💬 Overnight research and drafts
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.

🔗 Links

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).