All recipes
Sales View

Pipeline hygiene

Catch deals with bad data before forecast — missing close dates, stale next steps, suspicious amounts.

Eluu — pipeline-hygiene
Shown in preview
Salesforce Slack
Runtime ~70s per run
Tokens ~5K per run
Owner a RevOps colleague

Works with

Pick whichever tool your team already uses.

  • CRM
    Salesforce HubSpot Pipedrive
  • Messaging
    Slack Teams
Salesforce
Salesforce Scan open deals
Slack
Slack Per-rep digest

What it does

Cleans pipeline before the forecast meeting.Afternoon, the colleague audits open deals against your data-quality rules — missing close dates, stale next steps, suspicious amount jumps, stuck stages — and DMs each rep just their own broken deals to fix.

How it works

  1. Scan. Audit open deals across the team against the configured rules.
  2. Group. Bucket flagged deals by owner so each rep only sees their own list.
  3. Report. DM each rep their fix list; send the manager a roll-up summary.

Setup

  • Connect any CRM (Salesforce, HubSpot, or Pipedrive).
  • Connect a messaging channel (Slack or Teams).
  • Configure the data-quality rules (defaults: close date, next-step age, amount delta, stage age).

Variations

  • Open a CRM task per flagged deal instead of (or in addition to) the DM.
  • Run daily for high-volume teams.
  • Add custom rules — e.g., flag deals with no decision-maker contact.