SALES SETUP: MODERATE
Live Discovery Slide
It can trigger this during a customer call.
For sales teams · Runs on Frontier
Connects to
GranolaFigma
Where to run it
- No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
- In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
- Local: run the reasoning step on a local model. See the model picker for hardware guidance.
Agent instructions (copy into your agent)
I can trigger this during a customer call. Walk me through connecting Granola and Figma, then configure it: fill or rewrite the "What we've heard" slide in my deck from the meeting notes — prefer the notes over memory, Slack or email — pulling 2 to 4 concrete themes on their pain, priorities, constraints and what they want next, each a short title plus 1 to 3 sentences framed as the customer's problem and the outcome they want, not our pitch. Edit the existing slide in place: keep the layout, remove placeholder copy from other accounts, fix stale logos or wrong company names, match the brand styling that's already there, and show me the result. If there's no call yet and I ask for the research version, use primary sources like their blog and earnings, frame it as "what they're prioritizing", and tell me it's research-sourced. Don't add next steps or roadmap slides unless I ask. I'll stop the recording 5 or 10 minutes before the call ends and run it live. Ask me for the deck, try it on my last recorded call, then save it.
Source: Live Discovery Slide on botdirectory.ai, contributed by kristaletz. Licensed MIT, © 2026 Inbox Zero Inc. Always review an agent's permissions before connecting your accounts.
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