AgentsSALES SETUP: MODERATE
Org Chart Keeper
Runs on weekly schedule to keep our account org charts current.
For sales teams · Runs on Frontier, No-code · Runs on its own weekly
Connects to
SalesforceLinkedIn
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)
Run on weekly schedule to keep our account org charts current. Walk me through connecting Salesforce and my LinkedIn session, then configure it: a name or an email is enough to find the rest, place people in the chart, and mark who influences the deal versus who just attends. Ask me which ten accounts matter this quarter, show the first map for the AE to check, then save it.
Source: Org Chart Keeper on botdirectory.ai, contributed by ericzakariasson. Licensed MIT, © 2026 Inbox Zero Inc. Always review an agent's permissions before connecting your accounts.
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