For AI agents: Markdown version of this page · llms.txt
Setup guide

Lead Intake Agent for Grok - without the spreadsheet cleanup

The free Lead Intake Agent runs on Grok as three plain-text files: set it up once in a Grok Skill or Bot, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

Get the Lead Intake Agent - freeGrok overviewWhat’s new on Grok

What the Lead Intake Agent does

If you work inside X or Grok's apps, this agent becomes a standing Skill there. It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.

Every uncleaned lead list costs selling hours. This assistant merges the sources, flags duplicates and conflicts for your decision, and fills owner and source per lead. Reps start on calls the same morning the list lands, and nobody discovers a duplicate after two reps called the same person.

Where the Included files go in Grok

Attach the Included files to a chat or build a Grok Skill/Bot with skill.md as the standing expertise, then run the setup prompt and approve the fictional-data test. Skills keep the rules persistent between asks.

What a run looks like on Grok

A run looks like this: you invoke the Skill with this run's inputs, and Grok works through lead-intake. The output - it cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene - comes back for your review, and with Grok's Office document generation it can arrive as a formatted file.

Setup, step by step

  1. Create a Grok Skill (or custom Bot) and name it after the job (for example: lead intake).
  2. Load skill.md as the standing expertise and setup-prompt.txt as the setup instructions.
  3. Run the setup; the agent runs lead-intake on fictional sample data first - approve that test before real work.
  4. For each real run, ask with usage-prompt.txt and this run's inputs. Skills keep the rules persistent between asks.

Honest limits on Grok

Grok's features differ between X, the standalone apps and the API, and some sit behind paid tiers - check xAI's current docs for what your plan includes.

Questions people ask

Does the Lead Intake Agent work on Grok?

Yes - the agent is three plain-text files, and on Grok they live in a Grok Skill or Bot. The four setup steps below are the whole job: Create a Grok Skill (or custom Bot) and name it after the job (for example: lead intake). Then load skill.md as the standing expertise and setup-prompt.txt as the setup instructions.

What does the Lead Intake Agent produce on Grok?

It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.. Grok can return it as a generated Office document or plain text you paste into your Sheet. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Grok?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Grok or its makers. Platform names belong to their owners; capabilities change, so check Grok's current documentation.

Run this agent on another assistant

Microsoft Copilot Hermes Instinct OpenClaw Muse Perplexity ChatGPT ChatGPT Dots Claude DeepSeek Town Gemini

More sales teams agents on Grok

Outreach Agent Qualification Agent Follow Up Pipeline Agent

AI Agent Skills is an independent store, not affiliated with Grok or its makers. Platform names belong to their owners.