SALES
Weekly Stalled-Deal Triage Digest with Recommended Next Actions
Each week it audits every open deal, scores stall risk, classifies why each one stalled, and posts a prioritized triage digest to Slack with a recommended next move per deal.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts audit
- ActionPull all open deals from HubSpotHubSpot
- LogicScore stall risk and filter to riskiest deals
- ActionClassify stall reason and recommend next actionOpenAI
- OutputPost ranked triage digest to Slack channelSlack
What it does
Produces a single weekly view of your at-risk pipeline. It reviews all open HubSpot deals, ranks them by how badly they've stalled (days in stage, last touch, close-date slippage), has an LLM classify the likely reason each one is stuck, and assembles a ranked digest with a concrete recommended action for the top deals — revive, renegotiate, or close-lost.
When to use it
Use it for pipeline reviews and forecast hygiene. Rather than a flat CRM report, managers and reps get an opinionated, prioritized list of which stalled deals deserve effort this week and what to do about each.
How it works
- 1A weekly schedule starts the audit.
- 2All open deals are pulled from HubSpot with stage, activity, and close-date fields.
- 3A logic step computes a stall score and filters to the riskiest deals.
- 4An LLM classifies each deal's stall reason and recommends a next action.
- 5The ranked digest is posted to the sales channel in Slack and written back as a note on each deal.
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.