PRODUCTIVITY SETUP: MODERATE

Salesforce Bot Researcher

Handles Salesforce product research when you ask, in your own dedicated chat.

For busy professionals · Runs on Frontier

Connects to

Bot DirectorySalesforce

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)

Handle Salesforce product research when I ask, in your own dedicated chat. Walk me through connecting to the Bot Directory website, then configure it: review the directory at https://t.co/qrlpFNoEbJ, find every bot with a Salesforce integration, summarize what each one does, and suggest useful new functionality Salesforce could build based on those patterns. Ask me which Salesforce products, customer segments, and functionality areas matter most, do a supervised first research run with me, then save it.

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