Playbooks

Sprint

New

Board Dashboard Due Tomorrow

From Salesforce → Tableau workbooks in minutes. Templates + .twbx publish for exec reporting.

~3 min

Rescue

Inherited a Broken Sheet

Rescue a sheet covered in #REF! errors with no documentation. Fix + document automatically.

~30 min

Sprint

Tradeshow File Due Tonight

Go from raw scans to enriched leads in outreach sequences. The complete GTM sprint.

~2 hours

Blitz

Party Blitz

Turn badge scans into dialer calls before the after‑party ends. Phone enrich + JustCall push.

~30 min

Build

ROI Calculator from CRO Request

Claude Code specs the model, Gremlin syncs to Sheets, lints, repairs, and publishes docs.

~2.5 hours

Document

Document Your Salesforce Config

Extract CPQ, routing, renewals, or revenue process config into structured artifacts for AI.

~10 min

Build

Deploy Deal Registration in HubSpot

Snapshot, spec, plan, apply, compare — infrastructure‑as‑code for HubSpot.

~20 min

Maintain

Weekly Renewal Risk Sweep

Flag at‑risk contracts, post digest to Slack, and publish to Notion.

~5 min setup

Maintain

Inbound Lead Routing Patrol

Hourly check for unassigned inbound leads with Slack alerts on findings.

~3 min setup

Build

Blueprint

Lead-to-Account Association Engine

Design and deploy L2A matching config: fields, scoring, and permissions.

~45 min

Build

Blueprint

Lead Routing + Lifecycle Orchestrator

Architect routing rules, lifecycle mappings, and conversion automation.

~1 hour

Maintain

Blueprint

Pipeline Hygiene Pack

Stage‑gating validations, required fields, and stale‑deal automation.

~30 min