A morning briefing for each customer account
xAI's Team Bots post describes a shared bot for each customer account that reviews news, calls, docs, and chat overnight, then posts a morning briefing with what changed and what each person should do next.
Last verified: Oct 18, 2026
The problem
Everyone on an account team works from different notes, and new people take weeks to catch up.
How the bot does it
From xAI:
- In xAI's Team Bots post, every major SpaceXSI sales account has a shared bot. Each night it reviews company news, recent Gong calls, Notion docs, and Slack threads.
- Each morning it posts a briefing in the account's Slack channel with what changed and what each person should do next, including drafts for their role.
- The post shows this as a Customer Bot. Team Bots need a team plan.
Setup steps
- 1Set up a Team Bot for the account (needs a team plan).
- 2Connect your call notes, docs, and Slack channel.
- 3Say who is on the account and their roles.
- 4Tell it: don't contact the customer. Any email is Draft, I send.
Example prompt
Every weekday morning, review news about [account], our recent call notes, docs, and Slack threads. Post a briefing in [channel] with what changed and next steps for each role, with drafts. Don't contact the customer: Draft, I send.
The result
A daily account brief with next steps and drafts for each person.
Templates on this page
Sources
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