When
Every weekday at 09:00 AM UTC, list the HubSpot quotes still waiting for approval.
Workflow starter brief
Post quotes awaiting approval to Slack
Puts every HubSpot quote that is waiting on a sign-off in front of the deal desk each morning.
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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
- For each quote, gather the deal name, deal size, discount and a link to the quote.
- Set aside any quote that was posted on an earlier run.
- Post one message per quote to the Slack channel id you choose in setup so approvers see it once.
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
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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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