Use cases / Sales
Grok Bot for lead scoring against ICP
How to run lead scoring against ICP with Grok Bot: which Bot owns it, what it reads and produces, the cadence, the approval gate, and the specific risk to watch.
Short answerResearch Bot, on new lead: reads lead fields and public sources, produces score and rationale in a custom field. Gate: none.
| Function | Sales |
| Tools | CRM |
| Owning Bot | Research Bot |
| Cadence | On new lead |
| Reads (bounded) | Lead fields and public sources |
| Produces | Score and rationale in a custom field |
| Approval gate | None |
How it runs
The Research Bot owns this as part of its theme. On its cadence it reads lead fields and public sources, produces score and rationale in a custom field, and stops. It writes one heartbeat line to the ops log so a missed run shows up in the morning message.
The risk to watch
Don't let it disqualify; let it annotate.
Setup
- Bot identity with a seat in: CRM. See own accounts.
- Test supervised three times, then schedule.
- Four-part routine shape: routines best practices.
Part of the sales ops playbook.
Verified 28 Aug 2026 · Facts about Grok Bot change during beta. See changelog.