SALES
Stalled-Deal Detector with Multithreading Outreach Drafts
Scans open HubSpot deals daily for inactivity, and for each stalled deal drafts personalized outreach to two or three additional contacts at the account so the relationship is no…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionFetch open deals + last-activity datesHubSpot
- LogicKeep deals stalled past threshold
- ActionPull all contacts at stalled accountsHubSpot
- ActionDraft tailored outreach per stakeholderOpenAI
- OutputSave Gmail drafts for owner reviewGmail
What it does
Each morning this workflow reviews every open HubSpot deal past a chosen stage and flags the ones with no logged activity in the last N days. For each stalled deal it pulls the other known contacts at that company, then drafts distinct outreach emails to two or three stakeholders the rep hasn't engaged, and saves them as Gmail drafts for one-click sending.
When to use it
Run this when your pipeline keeps slipping because deals depend on a single champion who goes quiet. It turns "the deal went dark" into a concrete next action: reach new people at the account before the quarter closes.
How it works
- 1A daily schedule fires the run.
- 2HubSpot returns all open deals and their last-activity timestamps.
- 3A filter keeps only deals stalled longer than the threshold.
- 4HubSpot returns the full contact roster for each stalled account.
- 5An LLM step drafts a tailored, non-templated note for each un-engaged stakeholder, referencing the deal context.
- 6Gmail saves the drafts for the deal owner to review and send.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect GmailRead, draft, send, label.
- 3Connect OpenAIModels, embeddings, files.
- 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.