CRM
Stage-Aging Deal Re-Engagement Email Drafts
When a HubSpot deal sits in one stage longer than that stage's allowed limit, generates a tailored re-engagement email and drops it into the owner's Gmail as a ready-to-send draft.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled pipeline check
- LogicPer-stage time-limit filter
- ActionFetch deal contextHubSpot
- ActionCompose re-engagement emailOpenAI
- OutputSave Gmail draft for ownerGmail
What it does
Watches HubSpot deals for stage stagnation using per-stage time limits, then writes a context-aware re-engagement email and saves it as a Gmail draft for the deal owner to review and send.
When to use it
Reach for this when different pipeline stages have different healthy velocities and a one-size staleness rule isn't enough. Ideal for reps who want a human-in-the-loop assist: the system writes the draft, the rep approves and sends.
How it works
- 1A scheduled run checks open HubSpot deals on a cadence.
- 2A logic step compares each deal's time-in-current-stage against a per-stage threshold map and keeps only those that have exceeded their limit.
- 3The flow pulls the deal's recent notes, last contact, and amount from HubSpot for context.
- 4An OpenAI step composes a personalized re-engagement email referencing the stage, the gap since last touch, and a clear ask.
- 5A Gmail action creates a draft addressed to the deal's primary contact in the owner's mailbox, leaving the final send to the human.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.
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