PRODUCTIVITY SETUP: MODERATE

Salesforce Bot Scout

Handles Salesforce product research when you ask.

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. Walk me through connecting the Bot Directory, then configure it: find every bot in the directory with a Salesforce integration, summarize what each one does, and turn the patterns into ideas for new Salesforce product functionality. Ask me which Salesforce products, customer segments, and product areas matter most, do the first research run with me watching, then save it.

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