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Workflow template

Announce closed-won deals in Slack

Celebrates each won deal in Slack with the numbers and a short recap of how it was won.

How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

Ask me to choose daily at 09:00 AM UTC or faster on Pro; then fetch HubSpot deals moved to closed-won since the last run.

Then

  1. Collect each deal’s value, product, account and key stakeholders.
  2. Write a short recap of why it was won from the notes.
  3. Post one celebration per deal to the setup Slack channel, skipping deals already posted.

Apps it connects

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