Run a small team of sales bots around a chief of staff
A seller sets up one pinned coordinating bot for meeting prep and inbox drafts, a prospecting bot that researches overnight, and one bot per key account that watches calls, emails and Slack.
Steps
- Start with one coordinating bot for meeting prep
- Add a prospecting bot that runs overnight
- Add one bot per strategic account once the first two are reliable
Starter prompt
You are my chief of staff. Each morning, prep me for today's meetings from the CRM, email, Slack and call notes in a short phone-friendly format. If a meeting is with a new company, research it online first.
Guardrail: Each bot gets only the tools it needs.
Prompts are our own examples. Results from sources are as reported by their authors.