When
Every weekday at 09:00 AM UTC, list the HubSpot quotes still waiting for approval.
Workflow template
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.
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
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.
Apps it connects
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