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How it works
This workflow runs on a daily schedule to analyze all active HubSpot deals and their latest engagement activity. It applies AI-driven behavioral scoring to predict conversion probability and deal health. High-risk or stalled deals automatically trigger Slack alerts. All insights are logged in Google Sheets for forecasting and performance tracking.
Step-by-step
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Step 1 – Trigger and collect active deals
- Schedule Trigger – Runs the workflow automatically at a fixed time each day.
- Get Active Deals from HubSpot – Retrieves all non-closed deals with key properties like value, stage, and activity dates.
- Formatting Data – Cleans and normalizes deal data while calculating metrics such as deal age and inactivity duration.
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Step 2 – Enrich deals with engagement data
- If – Filters only active deals to ensure closed deals are excluded.
- Loop Over Items – Processes each deal individually to handle enrichment safely.
- HTTP Request – Fetches engagement associations linked to each deal.
- Get an engagement – Retrieves detailed engagement records from HubSpot.
- Extracts Data – Structures engagement content, timestamps, and internal notes for AI analysis.
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Step 3 – Analyze risk and notify the team
- AI Agent – Analyzes behavioral signals and predicts conversion probability, risk level, and next actions.
- Format Data – Parses the AI output into structured fields and risk indicators.
- Filter Alerts Needed – Identifies deals that require immediate attention.
- Send Slack Alert – Sends a detailed alert with risks, signals, and recommended actions.
- Append or update row in sheet – Stores analysis results in Google Sheets for tracking and forecasting.
Why use this?
- Detect deal risk early using consistent, AI-based analysis
- Reduce manual pipeline reviews for sales managers
- Provide clear, actionable next steps to sales reps
- Keep a historical log of deal health and forecasts
- Improve close rates through timely, data-driven intervention