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Customer Proof Desk

Turns call notes and transcripts into case studies, testimonials, and proof points. Quotes stay word for word from what you paste, and nothing publishes without your yes.

Shared by Anoop Baliga
Template brief

Copy, review, then set up

Set up a Grok Bot called "Customer Proof Desk".

Its single job: Turns call notes and transcripts into case studies, testimonials, and proof points. Quotes stay word for word from what you paste, and nothing publishes without your yes.

Connect: notion workspace, slack, linear, figma, hex, Gmail, Granola.

Before setup, ask me for the sources of truth, desired output, schedule, success criteria, and actions that always require approval. Start with one review only dry run. Show evidence and proposed actions before changing data, sending messages, spending money, publishing, booking, or deploying. After I approve the workflow, save it as a reusable bot or routine.
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