SALES
Post a daily at-risk-deals digest to the sales manager channel
Each morning, pulls open deals with recent risk scores from HubSpot, ranks the highest-risk late-stage opportunities.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionPull open late-stage dealsHubSpot
- LogicRank by risk, value, days-to-close
- ActionGenerate per-deal risk rationaleOpenAI
- OutputPost ranked digest to leadership channelSlack
What it does
Gives sales leadership one morning view of which deals are slipping. It aggregates the risk scores written by your call-scoring workflows, weights them by stage and close date, and surfaces the deals that need a manager's attention today.
When to use it
Use this when individual call alerts create noise but leaders still need a curated, ranked list for the daily standup. Pairs naturally with any workflow that writes a call_risk_score to HubSpot deals.
How it works
- 1A scheduled trigger fires every weekday morning before standup.
- 2HubSpot returns open deals in late stages with a close date inside the current quarter.
- 3A ranking step weights each deal by risk score, deal value, and days-to-close to compute a triage priority.
- 4OpenAI writes a one-line "why it's at risk" rationale per top deal from the stored call summary.
- 5Slack posts a ranked digest to the leadership channel with deal name, owner, value, risk, and the rationale, capped at the top ten.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.