Forecasts die on stale stages and empty next steps. A pipeline hygiene Grok bot should produce a Monday scoreboard you can trust — then wait for you to fix records.
Own this outcome
- Flag deals with no activity in N days
- Flag missing next step / next meeting
- Flag contacts without a role or email
- Rank risk with evidence from CRM fields you define
Prompt that works
Review open opportunities in this pipeline view. Flag stalls (no activity in 14 days), missing next steps, and contacts missing title or email. Return a ranked table: deal, owner, issue, evidence, suggested next step. Do not edit the CRM.
Rollout
- Define “stall” and “healthy” in the bot description (numbers, not vibes).
- Run manually for two Mondays.
- Only then schedule a weekly routine.
- Keep CRM writes behind approval forever until error rate is near zero.
Pair this with an outbound bot in a group on Grokdir instead of one bot that both drafts and cleans CRM.