When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then fetch HubSpot deals moved to the setup stage since the last run.
Workflow starter brief
Build a pitch deck when a deal reaches a stage
Creates a Google Slides pitch deck from the HubSpot deal, company and contacts when a deal reaches your stage, and sends the owner the link.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Skip deals with a deck link in the setup property.
- Write slide text from the deal, company and contacts: goals, fit, proposal, next steps.
- Create a Google Slides deck.
- Save its link in that property.
- Post it to the owner in the setup Slack channel.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
HubSpotRelated templates
Announce closed-won deals in Slack
Celebrates each won deal in Slack with the numbers and a short recap of how it was won.
Send a weekly pipeline summary to the team
Pulls open HubSpot deals every Monday, groups them by stage and owner with totals, and shares the write-up in Slack.
Run one pipeline for leads from every channel
Merges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.
Share inbound leads evenly across the team
Assigns each new lead to the next rep in a rotation held in a sheet, sets the CRM owner, and tells the rep.
Agents should build your automations, not be them
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