botteams.ai

Quarterly reviews team

Prepares the quarterly business review from real usage and real outcomes, not a slide template.

Verified4 Bots· 2 routinesOverdue reviewsEvery Monday at 09:00 · QBR · ScheduleList accounts overdue a quarterly review, longest first.Promise checkEvery quarter on the 1st at 10:00 · QBR · PromisesFor each account, list what was promised last review and whether it happened.Watch this team

Quarterly reviews team

Prepares the quarterly business review from real usage and real outcomes, not a slide template.

Bots

  • Usage Grok Bot
  • Promises Grok Bot
  • Deck Grok Bot
  • Schedule Grok Bot
Group chat

Review desk group chat

  • Usage Grok Bot
  • Promises Grok Bot
  • Deck Grok Bot
  • Schedule Grok Bot
Connectors
  • HubSpot
  • Mixpanel
  • Notion
  • Google Calendar
Job
  • Usage Grok BotGrok Bot

    Pulls the quarter's real usage per account and shows the trend, not just the total.

    • Mixpanel
  • Promises Grok BotGrok Bot

    Lists what was promised at the last review and whether it happened.

    • HubSpot
  • Deck Grok BotGrok Bot

    Drafts the review in Notion, leading with anything that went badly.

    • Notion
  • Schedule Grok BotGrok Bot

    Books the reviews and names which accounts are overdue one.

    • Google Calendar
Routines2
  • Overdue reviews

    Owner: Schedule Grok BotEvery Monday at 09:00

    List accounts overdue a quarterly review, longest first.

  • Promise check

    Owner: Promises Grok BotEvery quarter on the 1st at 10:00

    For each account, list what was promised last review and whether it happened.

Skills5
Notes

Sidebar section

Customer success

Four Bots preparing reviews. Leads with the bad news on purpose.

Run Quarterly reviews yourself

Free to copy, adapt, and edit. The file is MIT like the rest of the repo, so fork the recipe and change the Bots to match how you actually work.

Prompt Installer for Grok Bot

Paste the prompt into Grok Bot. This is not one-click OAuth and nothing is installed on this site.

# Grok Bot Teams installer

Set up a team for me called Quarterly reviews team. Create the named Bots, then the group chat, then save the routines.
Ask me only for things you cannot see. Do not start OAuth. If a connector is missing, tell me to connect it in Settings, then Plugins.

From https://botteams.ai (success-qbr). Source: https://github.com/ellelion/botteams.

## 1. Create these Bots

Create each Bot below. Use the names exactly, including any prefix. After create, set Name, Title, and Description on the profile, then tell me to set the avatar.
A Bot is a single persistent, named agent. Conversation is the task; Title is the one-line job; Description holds durable rules and approvals.

### Quarterly reviews · Usage Grok Bot
(Named "QBR · Usage" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Mixpanel

Job:
Pulls the quarter's real usage per account and shows the trend, not just the total.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Quarterly reviews · Usage Grok Bot
- Title: Pulls the quarter's real usage per account and shows the trend, not just the total.
- Description: Pulls the quarter's real usage per account and shows the trend, not just the total. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Quarterly reviews · Promises Grok Bot
(Named "QBR · Promises" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): HubSpot

Job:
Lists what was promised at the last review and whether it happened.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Quarterly reviews · Promises Grok Bot
- Title: Lists what was promised at the last review and whether it happened.
- Description: Lists what was promised at the last review and whether it happened. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Quarterly reviews · Deck Grok Bot
(Named "QBR · Deck" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Notion

Job:
Drafts the review in Notion, leading with anything that went badly.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Quarterly reviews · Deck Grok Bot
- Title: Drafts the review in Notion, leading with anything that went badly.
- Description: Drafts the review in Notion, leading with anything that went badly. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

### Quarterly reviews · Schedule Grok Bot
(Named "QBR · Schedule" in the published recipe.)
Create this Bot. Use the name exactly.
Uses connectors (already on the account): Calendar

Job:
Books the reviews and names which accounts are overdue one.

After this Bot exists, set its profile (Bot actions → Edit Profile):
- Name: exactly Quarterly reviews · Schedule Grok Bot
- Title: Books the reviews and names which accounts are overdue one.
- Description: Books the reviews and names which accounts are overdue one. Never send, spend, or delete anything without my approval. Wait for a confirm card when the product shows one.
Then tell me to open Edit Profile and set the avatar. You cannot stamp a custom image yourself unless I attach one.
If you create this Bot from an existing Bot, ask the new Bot to set those profile fields after create.

## 2. Create this group chat

Open a group chat with two to six of the Bots above. Do not add more than six.

### Review desk group chat
Members (4, two to six Bots): Quarterly reviews · Usage Grok Bot, Quarterly reviews · Promises Grok Bot, Quarterly reviews · Deck Grok Bot, Quarterly reviews · Schedule Grok Bot

## 3. Sidebar section

You cannot create sidebar sections. When the Bots and group chat exist, tell me to Move to, then New section.
I will name that section exactly: Customer success.
Ask me to move the group chat and Bots into it.

## 4. Routines (confirm card required)

Ping each owner Bot with the routine they own so they can save it.
A routine is owned by one Bot, and one Bot can own up to 50 of them. A confirm card will appear. I will confirm each one.
Do not assume a routine is saved until I confirm.

### Overdue reviews
Owner Bot: Quarterly reviews · Schedule Grok Bot
Schedule: Every Monday at 09:00

Prompt to save (I will confirm the card):
List accounts overdue a quarterly review, longest first.

### Promise check
Owner Bot: Quarterly reviews · Promises Grok Bot
Schedule: Every quarter on the 1st at 10:00

Prompt to save (I will confirm the card):
For each account, list what was promised last review and whether it happened.

## 5. Connectors and how far they go

Connectors are account-wide. They must already be connected.
If any are missing, tell me to connect them in Settings, then Plugins, first.
Do not walk an OAuth flow from this prompt.
Every Bot on this account can reach every connected tool. The lists above are which Bot is expected to use which, not a second OAuth and not a boundary.

- HubSpot: Ask before send. Use HubSpot only after a human says yes in the chat. State exactly what you are about to do, wait for the reply, then act.
- Mixpanel: Draft. Use Mixpanel for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Notion: Draft. Use Notion for drafts only. Leave every draft unsent and every change unsaved so a human can review it.
- Calendar: Draft. Use Calendar for drafts only. Leave every draft unsent and every change unsaved so a human can review it.

Human: the lines above are instructions, not permissions. In Grok Bot open Settings, then Plugins, and disable the write tools for Mixpanel, Notion, Calendar. That switch is account-wide and it is the only one that actually stops a write.

## 6. Skills

Skills live under Settings → Plugins → Yours, and they are per Bot. Enable the ones listed here for the named Bots. Reference a skill with /.
You cannot flip the human Notifications toggle. Tell me to leave Settings → “Get notified when this Bot finishes or needs input” on.
Do not pin or hide a Bot unless I say so. Hide does not pause routines.
Sidebar sections are human-only: tell me to Move to → New section. A group chat holds two to six Bots. An account holds 50 Bots and group chats combined. One Bot can own 50 routines. Confirm cards stay on me.
If a workflow should be demonstrated later, mention Teach a task after the first success (browser workflows).

Connect the Skillselion connector first if any skill below is Fetch at run (Settings → Plugins). Do not start OAuth from this prompt.

### find-skills
https://skillselion.com/skills/vercel-labs/skills/find-skills
Creator: vercel-labs
Scope: every Bot on this team (team scope).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:vercel-labs/skills#find-skills`. Connect Skillselion in Settings → Plugins first.

### handoff
https://skillselion.com/skills/mattpocock/skills/handoff
Creator: mattpocock
Scope: every Bot on this team (team scope).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:mattpocock/skills#handoff`. Connect Skillselion in Settings → Plugins first.

### tdd
https://skillselion.com/skills/mattpocock/skills/tdd
Creator: mattpocock
Scope: only QBR · Promises (enable under Plugins → Yours for that Bot only).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:mattpocock/skills#tdd`. Connect Skillselion in Settings → Plugins first.

### improve-codebase-architecture
https://skillselion.com/skills/mattpocock/skills/improve-codebase-architecture
Creator: mattpocock
Scope: only QBR · Promises (enable under Plugins → Yours for that Bot only).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:mattpocock/skills#improve-codebase-architecture`. Connect Skillselion in Settings → Plugins first.

### setup-matt-pocock-skills
https://skillselion.com/skills/mattpocock/skills/setup-matt-pocock-skills
Creator: mattpocock
Scope: only QBR · Promises (enable under Plugins → Yours for that Bot only).
Do not install. When this job comes up, use the Skillselion connector to search/load `skill:mattpocock/skills#setup-matt-pocock-skills`. Connect Skillselion in Settings → Plugins first.


## 7. Also

Standing instructions for every Bot on this team:

- Never send to a customer without a human yes.
- Never promise a date engineering has not agreed.

## Done when

- Named Bots exist
- Named group chat exists ("Review desk group chat", two to six Bots)
- I have created section "Customer success"
- Each routine has a confirmed save (or I declined)
- Connectors listed above are already connected

Uninstall: delete the Bots and group chats in the Grok Bot sidebar.
There is no remote uninstall from this catalog.

Teams that share these connectors

  • Customer success

    Watches account health, renewals, and quarterly reviews, and names the accounts that need a human conversation this week.

    • Gmail
    • Google Calendar
    • Stripe
    • Zendesk
    • HubSpot
    • Gong
  • Account health

    Turns scattered usage and support signals into a plain answer about which accounts are actually in trouble.

    • HubSpot
    • Zendesk
    • Mixpanel
    • Gmail
  • Account onboarding

    Runs the first ninety days of a new account so the handover from sales does not quietly become nobody's job.

    • Gmail
    • Google Calendar
    • HubSpot
    • Notion