Pipeline risk auditor
Find stale deals, missing next steps, renewal risk, and forecast drift before review.
- Uses
- HubSpotSalesforceGoogle CalendarGmailSlack
- Delivers
- Ranked risk list with suggested follow-ups and owner actions.
Recipes
Sales recipe
Sales leaderboard
Make rep activity, call volume, conversion, and stale follow-ups visible every week.
Description
Sales leaderboard is for Sales, RevOps, and Founder teams that need to make rep activity, call volume, conversion, and stale follow-ups visible every week.
Luffy checks
HubSpot, Salesforce, Fathom, Google Calendar, Google Sheets, or custom apps you set up.
Delivers
Leaderboard with wins, risks, stale deals, and coaching prompts.
Approval boundary
Read-only report.
Setup
Pick metrics, reps, and reporting cadence.
People also use
Related recipes
These pair with sales leaderboard when the same team needs adjacent work to run through Luffy.
Sales call tracker
Turn call transcripts into HubSpot-ready outcomes, next steps, and sales coaching signals.
- Uses
- FathomGranolaGoogle CalendarHubSpotGoogle SheetsSlack
- Delivers
- Call log, updated tracker, objections, next steps, and daily digest.
New lead researcher
Research, enrich, and route every new lead before it goes cold.
- Uses
- SlackGoogle SheetsHubSpotApolloLinkedIn
- Delivers
- Enriched lead summary, HubSpot note, fit reason, and recommended next action.
CRM hygiene assistant
Keep contacts, stages, next steps, duplicates, and notes clean without manual HubSpot/Salesforce gardening.
- Uses
- HubSpotSalesforceSlackGoogle CalendarGranola
- Delivers
- Clean-up report, proposed field updates, duplicate merges, and stale-record list.