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Prompt cookbook: 25 things to ask Claude or ChatGPT about your K3X

Twenty-five short prompts for finding, updating, pipeline work, agents and reporting through the K3X connector. Copy and adapt.

Once the K3X connector is on, you can talk to your CRM. These 25 prompts are short on purpose. Swap in your own company names, stages, fields and teammates.

Find

  1. "Find companies in Georgia with more than 20 employees and no owner."

  2. "Who is the person at Acme Roofing and what is their phone number?"

  3. "Show me every company created this week and where it came from."

  4. "List people with no email address."

  5. "Which companies have no deal yet?"

Update

  1. "Assign all unowned companies created in September to Sam."

  2. "Add [email protected] and +1 404 555 0100 to Jane Doe at Acme Roofing."

  3. "Set Territory to Southeast on every company in GA, FL and AL."

  4. "Link Mark Lee to Brightline Dental."

  5. "Archive the duplicate company Acme Roofing Inc, keep Acme Roofing."

  6. "Here is a list of 15 companies with a contact each. Create them all." (paste the list)

  7. "Create a Date field on deals called Renewal Date."

Pipeline

  1. "List my pipeline stages with the number of deals and total value in each."

  2. "Move the Brightline Dental deal to Trial Started."

  3. "Create a $6,000 deal for Acme Roofing in Demo Booked with Close Date next Friday."

  4. "Which deals in Trial Started have not been updated in 14 days? Move them to Went Cold and tell me which ones."

  5. "Change the amount on the Acme deal to 7,200 and set Recurrency to Annual."

  6. "I got off a call with Brightline Dental. Bump the deal to Demo Booked and note they want pricing by Friday."

Agents

  1. "List my agents with their status and triggers."

  2. "Show me the goal and steps of the Follow-Up Automation agent."

  3. "Create an agent that follows up with every new company after 2 days of silence, three touches max, stop on reply."

  4. "Pause the Multi-Channel Nurture agent until I say otherwise."

  5. "Turn on the webhook for the Demo intake agent and give me the URL."

Reporting

  1. "Summarize the last 7 days on the Acme Roofing record: emails, calls, meetings, notes."

  2. "How many companies did each owner create this month, and how many have a deal?"

How to get better answers

  • Name the stage, field or teammate exactly as it appears in K3X.

  • For bulk changes, ask for a count first: "How many companies match X?" then "OK, assign them to Sam."

  • Ask the assistant to list what it changed. Every write is also on the record timeline.

  • Read scopes only? Prompts in Find, Pipeline (read) and Reporting work; the rest will be refused.

Things to ask elsewhere

Sending an email or SMS, placing a call, enrolling an agent on specific records, buying a number and billing are done in the app, not through the connector. Ask the assistant to draft the message, then send it from the record.

Related

  • What the K3X MCP can do: full tool reference

  • Good agent goals: examples you can copy

  • K3X for Claude

  • K3X for ChatGPT

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