CRM
Stalled-Deal Reactivation Brief in Notion
When a HubSpot deal sits in the same stage past a threshold, it compiles the contact's recent email history into an AI-written reactivation brief and posts it as a Notion page…
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal stage/time-in-stage eventHubSpot
- LogicCheck deal exceeds stall threshold for its stage
- ActionPull recent email thread with primary contactGmail
- ActionGenerate reactivation brief and suggested angleOpenAI
- OutputPublish brief as a Notion page in deals databaseNotion
What it does
This workflow watches for deals that have stalled in a single HubSpot stage longer than your threshold. Instead of just nagging the owner, it builds a real reactivation brief: it gathers the recent email exchanges with the primary contact, has an LLM summarize where things stalled and suggest a re-engagement angle, then publishes the whole thing as a Notion page in your deals database.
When to use it
Use it when deals quietly die from neglect rather than a clear loss. Sales managers and revenue ops teams who want owners to re-engage with context, not guesswork, get a ready-made brief the moment a deal goes cold.
How it works
- 1A HubSpot deal-stage-change or time-in-stage event triggers the run.
- 2A logic check confirms the deal has exceeded the stall threshold for its stage.
- 3Gmail pulls the recent thread history with the deal's primary contact.
- 4OpenAI writes a brief: where it stalled, the likely blocker, and a suggested warm re-intro angle.
- 5A Notion page is created in the deals database with the brief and a suggested next message.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect GmailRead, draft, send, label.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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