CRM
Stale-Deal Auto Re-Sequencer
On a weekly cadence, identifies neglected HubSpot deals, demotes them to a re-engagement stage.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionQuery inactive open deals in HubSpotHubSpot
- LogicBranch by deal value (review vs auto-action)
- ActionMove deal to re-engagement stageHubSpot
- OutputCreate dated follow-up on Google CalendarGoogle Calendar
What it does
Takes neglected opportunities and actually re-sequences them instead of just reporting on them. Stalled deals get moved into a defined re-engagement stage in HubSpot, and each one earns a scheduled follow-up task so it cannot fall through the cracks again.
When to use it
Use it when flagging stale deals isn't enough and you want the system to take corrective action automatically. Best for teams who agree on a re-engagement playbook and want it enforced weekly without manager babysitting.
How it works
- 1A weekly schedule trigger starts the re-sequence run.
- 2Query HubSpot for open deals whose last activity exceeds the inactivity limit.
- 3Branch on deal value: high-value deals route to a manager review path, the rest proceed to auto-action.
- 4Update each qualifying deal in HubSpot to the re-engagement stage and stamp a hygiene note.
- 5Create a dated follow-up event on the owner's Google Calendar with the deal context and suggested outreach.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect Google CalendarEvents, attendees, availability.
- 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.
More CRM workflows
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Daily orphaned-opportunity sweep with manager Slack digest
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AI-Personalized Dormant Account Win-Back
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Dormant Account Anniversary Re-engagement Email
Each day, finds Attio accounts whose last activity was exactly N months ago and sends each owner's contact a personalized re-engagement email from Gmail.
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.