CRM
Stale Pipeline Stage Auditor (HubSpot to Slack)
Scans open HubSpot deals daily and flags any whose last activity is older than the threshold allowed for their current pipeline stage.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires the stale-stage audit
- ActionFetch open deals with stage, owner, amount, last-activity dateHubSpot
- LogicCompare days-since-activity to per-stage staleness budget; keep violators
- LogicSort offenders by amount-at-risk and stage severity
- OutputPost owner-grouped stale-deal digest to SlackSlack
What it does
Every deal in an active pipeline stage carries an implicit promise: it is being worked. This workflow checks that promise. It pulls open HubSpot deals, compares each deal's last-activity timestamp against a per-stage staleness budget you define (for example, 5 days in Demo Scheduled, 14 days in Proposal Sent), and surfaces every deal that has gone quiet longer than its stage allows.
When to use it
Run it when reps let deals rot in late stages without logging activity, when forecast accuracy suffers because the board no longer reflects reality, or when a sales manager wants a single morning digest of what needs a nudge instead of manually combing the pipeline.
How it works
- 1A daily schedule fires the audit each morning.
- 2The flow fetches all open deals from HubSpot with their stage, owner, amount, and last-activity date.
- 3A logic step computes days-since-activity per deal and compares it to the staleness budget for that deal's stage, keeping only the violators.
- 4It sorts the offenders by amount-at-risk and stage severity.
- 5A formatted digest is posted to Slack, grouped by deal owner so each rep sees their own stale deals first.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.