Playbook：GTM

This is how I use Grok Bot for Enterprise GTM at SpaceXAI. When we were initially dogfooding this product internally, Grok Bot rapidly gained adoption throughout the company, and I created an internal Notion doc on how I use Grok Bot to share with my team. I wanted to share it externally if it's helpful for other GTM orgs setting up Grok Bot.

这是我在 SpaceXAI 做企业 GTM 时怎么用 Grok Bot。内部自用刚开始，公司里很快就用开了，我写过一份内部 Notion，讲自己怎么用，给团队看。如果对别的 GTM 团队搭 Grok Bot 有用，就拿出来给外面看。

Grok Bot feels different for me as it's not just a thinking partner, but I can trust it to go off and actually do things end-to-end. Every week it learns more about how I work, and gets sharper.

对我来说它不像只是陪你想的搭档。我能放手让它出去，把一件事从头干到尾。每周它都更懂我怎么干活，也更利。

Make sure Grok Bot is connected to what you leverage daily, ie: Salesforce, Gmail, Calendar, Sheets, Drive, Slack, Notion, Granola for meeting notes, Figma for slides, X, LinkedIn, your data warehouse and more.

先确保连上你每天真正在用的东西，比如 Salesforce、Gmail、日历、Sheets、Drive、Slack、Notion、会议纪要用的 Granola、做 slides 用的 Figma、X、LinkedIn、数仓，等等。

Grok Bot has its own computer that runs 24/7 so you can accomplish tasks while your laptop is shut. Your bots have memory so will remember your preferences, and will learn your writing style. Ask bot to scan your gmail and slack for how you write.

Grok Bot 有自己的电脑，全天转，笔记本盖上也能干活。（「自己的电脑」是作者的说法；正式文档写账号下所有 Bot 共用一台云电脑、各自屏幕。）Bot 有记忆，会记住你的偏好，也会学你的文风。让它扫你的 Gmail 和 Slack，看你怎么写。

One of my favorite ways to use bot is through the mobile app, and voice input so I can give bot tasks when I'm not at my computer. This makes putting together slides or pulling information from tools really convenient when I don't have access to my laptop.

我最喜欢的用法之一是手机 App 加语音：人不在电脑前也能交活。没笔记本的时候，拼 slides、从工具里拉信息，这样很方便。

My Chief of Staff owns meeting prep, inbox and post-call drafts, orchestrates the rest of the team. You can tell your chief of staff to spin up other agents, and organize your bots in sections. I like to pin my Chief of Staff as I use this bot most frequently.

幕僚长管会前准备、收件箱、会后草稿，并编排剩下的队员。你可以让幕僚长拉起别的代理，把 Bot 按分区收好。这个我用得最勤，所以钉在上面。以下岗位都是作者自己的实验编制，不是产品硬限制。

Daily meeting prep: tell your bot to create a routine to prep you for meetings for the day and pull from your tools (Salesforce, Gmail, Slack, Granola, Gong, or online research if it's a new meeting). I prefer a short, skimmable output that I can read on my phone as I'm commuting to work. You can also have your bot create customized decks ahead of your calls for the day (it calls my slides bot).

每日会前准备：让 Bot 建一条 routine，为当天会议做准备，从工具里拉材料（Salesforce、Gmail、Slack、Granola、Gong；新会议就上网查）。我要短的、能扫的产出，通勤时在手机上看。也可以让它在当天通话前做好定制 deck（它会叫我的 slides Bot）。

Prospecting bot: builds pipeline gen plans, pulls intent data, does deep research (will watch webinars, listen to podcasts, find blog posts, scan LinkedIn/X for relevant posts). Customizes messaging based on company priorities and personal hooks, drafts in gmail, and puts together messaging in your voice. I like to run this overnight to have it ready in the morning.

找客户 Bot：做管线生成计划，拉意向数据，做深研究（会看 webinar、听播客、找博客、扫 LinkedIn/X 上相关帖）。按公司优先级和个人钩子改文案，在 Gmail 里起草，用你的口吻拼好信息。我喜欢隔夜跑，早上起来就能用。

One agent per strategic account (works for top prospects too). It watches the relevant Slack channels, digests calls, emails, and Slack threads, and runs a weekly media rundown on the account (relevant exec posts on X / LinkedIn, watches webinars, finds podcasts and blog posts). It also flags feature requests from calls, updates me on support tickets, and finds relevant new features for the customer.

一个战略客户（头部潜客也行）配一个代理。它盯相关 Slack 频道，消化通话、邮件、帖子，每周给这个客户做媒体简报（X / LinkedIn 上相关高管帖、看 webinar、找播客和博客）。还会从通话里标出功能需求，同步工单，给客户找相关新功能。

The weekly media rundown prompt I actually use:

每周媒体简报，我实际用的提示词（英文原文保留，下面逐条对照）：

Data analysis agent: I connect this to the relevant tools to track usage data across my book.

数据分析代理：接到相关工具上，盯我名下客户的用量。

Product expert: I call this one "10x engineer." An agent connected to the codebase for questions deeper than my product knowledge. When a customer asks something technical live on a call, I ask this agent and get a customer-facing answer back, and don't need to ask an engineer or dig through Slack, Notion, docs, etc. If you don't have repo access, an internal knowledge tool like Glean works as the source instead.

产品专家：我叫它「10x 工程师」。接到代码库，回答比我产品知识更深的问题。客户在通话里现场问技术，我就问它，拿回一份能对着客户说的答案，不用再问工程师，也不用翻 Slack、Notion、文档。没有仓库权限的话，用 Glean 这类内部知识工具当来源也行。

1:1 agent: preps my weekly manager sync. I Granola our meetings so I can hand off tasks my manager and I discussed from our 1:1s and set up reminders.

1:1 代理：准备我每周跟经理的同步。会议用 Granola 记，这样能把 1:1 里跟经理谈过的任务交出去，并设提醒。

Forecasting bot: pulls from Granola, Gong, Slack, and email, and auto updates Salesforce opportunity notes. I give it the format I want the updates in, and this helps me streamline forecast calls and ensure my notes are constantly up to date.

预测 Bot：从 Granola、Gong、Slack、邮件里拉，自动更新 Salesforce 商机备注。我给它更新格式，预测会更顺，备注也一直是新的。

Slides: my slides bot owns customer decks in Figma using our brand system and a master deck it maintains. It makes copies to customize per customer and even translates decks into other languages. Give the bot your design guidelines up front.

Slides：slides Bot 在 Figma 里管客户 deck，用我们的品牌规范和它维护的母版。按客户复制再改，还能把 deck 译成别的语言。设计规范一上来就给它。

My favorite skill is to auto-update slides while I'm on a customer call, based on the Granola transcript. Stop the Granola recording 5 or 10 minutes before the call ends and run it live, so you wrap up the call with a slide built from what the customer just told you during Discovery, or use it as a follow-up or opener for the next call.

我最喜欢的 skill：客户通话进行中，按 Granola 转写自动改 slides。通话结束前 5 或 10 分钟停掉 Granola 录音，当场跑，收尾时就能拿出一张从 Discovery 里客户刚说的话做出来的 slide；也可以当跟进，或下次通话的开场。

Sales Coach: have your bot watch your external calls on Gong, and give you feedback on what you could improve or what went well.

销售教练：让 Bot 在 Gong 上看你的对外通话，反馈哪里能改、哪里好。

Onboard Grok Bot like a new teammate. The first time we do a task together, I ask the agent to record, take over the computer and demonstrate, then have it turn the recording into a skill. ie: I showed my bot how I like to research stakeholders on X.

把 Grok Bot 当新同事带。第一次一起干活，我让代理录下来，接管电脑演示，再把录像做成 skill。比如：我演示过自己喜欢怎么在 X 上查干系人。

Feed it your writing. Have it scan your sent mail and build a style profile before it drafts anything. Give your bot a few examples of outreach you're proud of. Give your bot feedback and make rules for output you don't like. I create skills (ie: I have an anti-slop skill) and rules that I continuously edit over time, and every time I steer my agent I have it add to my skill.

把你的文字喂给它。起草前先扫已发邮件，建文风档案。再给几份你自己得意的外联样本。不喜欢的产出要给反馈、立规矩。我会做 skill（比如一条 anti-slop），规矩会持续改；每次把代理扳回来，都让它写进 skill。

Your bot can parallelize work. Tell your bot to spin up multiple cloud agents for parallel tasks, and create a skill for this. Ask your Chief of Staff to take a look at all your bots/tasks and if there's anything you can further automate, parallelize, or better organize. You can also ask for it to clean up unnecessary routines.

Bot 能把活并行。让它为并行任务拉起多个 cloud agents，并把这套做成 skill。让幕僚长看看你所有 Bot 和任务，还有什么能再自动化、再并行、再收整齐。也可以让它清掉多余的 routine。

You can put bots in a group chat to work on a task, and your bots can call your other specialized agents. (ie: to create slides my Chief of Staff bot often calls my slides bot).

可以把 Bot 放进群聊一起干一件事，Bot 也能叫你其他专职代理。比如做 slides 时，幕僚长经常叫 slides Bot。

Every week I iterate on how I use Grok Bot, it's the first AI tool that feels like a trusted colleague, and I don't need to constantly rewrite output or babysit the agent. Most of my time during the day is on calls, so I used to have to spend hours of the day in the evening catching up on admin work. Now I can pass much of that work to my bots and spend more time in front of customers.

我每周都在改自己怎么用 Grok Bot。这是第一个用起来像可信同事的 AI 工具，不用不停改产出、也不用盯着。白天多数时间在通话上，以前晚上还得花几小时补行政。现在这些活大多能丢给 Bot，人把时间花在客户面前。