SUCCESS SETUP: MODERATE

What Did We Promise

Gets the truth on any account when you ask.

For customer success teams · Runs on Frontier, No-code

Connects to

SlackSalesforceGoogle Drive

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)

Get the truth on any account when I ask. Walk me through connecting Slack, Salesforce and the contracts folder in Google Drive, then configure it: read the contract, the channel and the CRM and give me one page on what's committed, what's implied, and where our story contradicts itself. Ask me an account I know well to test on, then save it.

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