When
Every Monday at 08:00 AM UTC, pull all open HubSpot deals.
Workflow template
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.
How it runs
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Then
- Group them by stage and deal owner with a count and total value for each group.
- Write the result into a new Google Docs document titled with the date, skipping the run when a document for that date already exists.
- Post the link plus the headline numbers to the sales Slack channel id you choose in setup.
Apps it connects
Related templates
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All templatesBuild this workflowRun one pipeline for leads from every channelMerges leads from a form and a sheet into HubSpot, routes them by territory, and starts the nurture that matches the source.Build this workflowShare inbound leads evenly across the teamAssigns each new lead to the next rep in a rotation held in a sheet, sets the CRM owner, and tells the rep.Build this workflowPost quotes awaiting approval to SlackPuts every HubSpot quote that is waiting on a sign-off in front of the deal desk each morning.Build this workflowAgents should build your automations, not be them
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