CRM
HubSpot Lapsed-Account Decay Board to Notion
Scores HubSpot companies by engagement decay each week and publishes a ranked re-engagement board to Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionPull companies + last-engagement dates from HubSpotHubSpot
- LogicCompute decay score and assign tier + owner
- LogicSort into ranked board layout
- OutputRebuild ranked at-risk board in NotionNotion
What it does
Reads HubSpot companies with last-engagement dates and deal context, applies a decay score, and rebuilds a shared Notion board where accounts are grouped into decay tiers with owner, score, and last-touch columns. The board is the team's single view of cooling relationships.
When to use it
Use this when your CRM is HubSpot and you want a visible, collaborative recovery board your managers can run standups from, rather than per-rep DMs. Good for teams that triage at-risk accounts together.
How it works
- 1A weekly schedule starts the refresh.
- 2Pull companies with last-engagement timestamps and open-deal value from HubSpot.
- 3Compute the decay score and assign each account a tier and owner tag.
- 4Sort by tier then score to build the ranked board layout.
- 5Replace the Notion board contents with the freshly ranked at-risk accounts.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect NotionPages, databases, comments.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.