Made byMiguel Cruz
CategorySales & follow-up
Good fit for (our take)Businesses with inbound leads from forms or a CRM that need sorting every day.
Starts fromA CRM export, a sheet, or a pasted list of leads.
Scheduled jobsIts listing says its triage and report routines stay off until you turn them on.
CheckedOct 29, 2026, on x.ai
What it does
- Takes inbound leads from a CRM export, a spreadsheet, or a paste, and scores each one 0 to 100 against your fit rules, showing the parts.
- Sorts leads into tiers: A for a same-day reply, B for this week, C for nurture, and D for disqualified with a reason.
- Merges duplicates, saving a dated copy of the list before every merge, and puts an owner and a next step on every row.
Setup in 4 steps
- Click Add to Grok Bot above, or Import Bot on the listing.
- Review what it includes and connects to, then click Add Bot (xAI's guide).
- Answer its setup questions: your fit rules, where leads come from, who owns leads and how to route them, your response window and lead goal, and a few more.
- Give it a first small job, check the result, then turn on scheduled jobs.
Example
A remodeling contractor getting leads from a web form and a home-services site (our example scenario)
- Write simple fit rules, like job size and service area.
- Paste last month's leads.
- Call the A-tier leads first.
- Turn on the daily triage once the tiers look right.
Tips
- Start with three or four fit rules. You can add more later.
- Outbound prospecting is a different job. Its listing says so too.
Related guide: Lead qualification with AI agents.
Pairs well with:
All 50 templates ยท How templates work
Source notes
- Lead Pipeline Desk on the Grok Bot Marketplace, including its listed instructions (checked Oct 29, 2026)
- Lead Pipeline Desk add link on x.ai (checked Oct 29, 2026)
- Grok Bot Marketplace (xAI) (checked Oct 29, 2026)
- Templates for Grok Bot (xAI guide) (checked Oct 28, 2026)
Based on Miguel Cruz's public Marketplace listing, which is always the latest word.
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