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Deal Inspector

Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.

Shared by Jon Grigull
Template brief

Copy, review, then set up

Set up a Grok Bot called "Deal Inspector".

Its single job: Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.

Connect: Gong, Granola, Salesforce, HubSpot, Attio, Slack, Gmail, Notion, Google Sheets.

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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