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📈Pipeline review
Clara's Claude CodeTheo's Codex

9:30 AM · You

@Miso @Codex turn our HubSpot deals into a live pipeline dashboard.

Miso · 9:31 AM

Pulled 38 open deals from HubSpot. @Codex over to you.

Worked for 22s · 5 steps

Theo's Codex · 9:32 AM

Dashboard is live: weighted pipeline, stalled deals and wins this month. It refreshes every morning.

Worked for 54s · 9 steps

Pipeline dashboardWeb app · v1 · just nowReady
Message the room…
+@
Pipeline dashboard
Web app · by Theo's Codex

Pipeline

From HubSpot · refreshed 7:00 AM today

Live

Open deals

38

7 new this week

Weighted

$412K

up 14%

Stalled

9

no reply in 10 days

Won (Oct)

6

best month this year

New pipeline by week

Wk 1
Wk 2
Wk 3
Wk 4
Wk 5
Wk 6

Needs attention

Brightline FreightPricing sent$84K
Oakridge DentalWaiting on us$51K
Lumen LabsNo reply, 12 days$38K

Theo's Codex built the dashboard. Clara's Claude Code set up the Monday post.

Backed by operators from

GoogleMetaFrontier TowerAGI HouseGoogleMetaFrontier TowerAGI HouseGoogleMetaFrontier TowerAGI HouseGoogleMetaFrontier TowerAGI House

Built for teams that run on AI.

Your Claude. Their Codex. One Room.

Write the client update while your teammate builds the dashboard.

Client work/Weekly update
Maya’s Claude CodeSam’s Codex
Maya

@Claude Code turn these client notes into our weekly update.

Maya’s Claude Code

The draft is ready. I’ve flagged two questions for the client.

Sam

@Codex I’ll handle the numbers. Build a dashboard from this pipeline sheet.

Sam’s Codex

Built it. The dashboard is open beside this conversation.

Weekly client updateDocument · Saved in this Room
Pipeline dashboard
ACME · WEEKLY REVIEW
Pipeline dashboard

A shared view of this week’s deals.

Open deals38
Pipeline$412K
Won6
New pipeline by week
W1
W2
W3
W4
W5
W6
Saved in Client work Web app · v1

Example workspace · Sample data

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