CRM
Daily Stale-Deal Slack Nudge Sweep
Every morning, scans HubSpot for open deals with no activity past their stage threshold and posts a per-owner digest to Slack so reps know exactly which opportunities to touch…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionFetch open deals from HubSpotHubSpot
- LogicFilter deals past stage staleness threshold
- LogicGroup by owner, rank by value
- OutputPost per-owner digest to SlackSlack
What it does
Runs a daily hygiene sweep across your open HubSpot pipeline, finds deals that have gone quiet longer than their stage allows, and delivers each owner a private Slack digest of exactly what to chase. No more deals silently rotting in mid-funnel.
When to use it
Use it when reps let opportunities drift and your forecast fills with zombie deals. Ideal for sales teams running HubSpot with Slack as the daily standup surface. Set it to fire before the morning huddle so the list is ready when reps log on.
How it works
- 1A morning schedule trigger kicks off the sweep at a fixed hour.
- 2Pull all open deals from HubSpot with owner, stage, amount, and last-activity date.
- 3A filter keeps only deals whose days-since-activity exceeds the per-stage staleness threshold.
- 4Group the survivors by deal owner and rank each owner's list by deal value.
- 5Post a direct Slack message to each owner with their flagged deals, days idle, and a one-click HubSpot link, plus a manager summary to a shared channel.
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.