When
Every Monday at 08:00 AM UTC, pull all open HubSpot deals.
Workflow starter brief
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.
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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
- 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.
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.
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.
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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