SALES
Stalled-Deal Rescue Voice Memo on Stage Inactivity
On a daily schedule, this finds HubSpot deals stuck in a stage past their threshold, scripts a re-engagement ElevenLabs voice memo per deal, stores the clips in Dropbox.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFind deals stuck past stage thresholdHubSpot
- LogicSkip deals touched within last 7 days
- ActionWrite per-deal re-engagement scriptOpenAI
- ActionRender re-engagement memosElevenLabs
- ActionSave clips to dated Dropbox folderDropbox
- OutputLog HubSpot note with clip link per dealHubSpot
What it does
Deals go quiet, and reps forget to circle back. Each morning this workflow scans the HubSpot pipeline for deals that have sat in a stage longer than your allowed window, then produces a personalized re-engagement voice memo for each one — naming the contact, the deal, and a low-pressure next step. Clips are filed in Dropbox and surfaced to the owner via a HubSpot note.
When to use it
Use this when pipeline hygiene is a problem and stalled mid-funnel deals slip through the cracks. It gives reps a ready, human nudge instead of another reminder they will ignore.
How it works
- 1A daily schedule trigger starts the run.
- 2The workflow queries HubSpot for open deals whose time-in-stage exceeds the configured limit.
- 3A logic step drops deals already touched in the last week to avoid over-nudging.
- 4OpenAI writes a short, warm re-engagement script per deal from its properties.
- 5ElevenLabs renders each script to audio.
- 6Clips are saved to a dated Dropbox folder.
- 7A HubSpot note is logged on each deal with the clip link for the owner.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect ElevenLabsText-to-speech, voice cloning.
- 4Connect DropboxFiles and folders.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
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