Check open HubSpot deals for inactivity, missing next steps or close dates, stalled stages, and overdue tasks. Update an internal flag, send grouped Slack reminders to each representative, and report the highest priority deals to the sales manager.
Daily HubSpot pipeline-hygiene rules — staleness, missing next step/close date, stage stalls, and overdue tasks — plus how to nudge the owning rep in Slack and escalate the day's worst offenders to the sales manager. The only write is an internal hygiene flag; stage, owner, and amount are never touched.
Review the instructions the agent will receive before you install.
Pull all open deals: current stage, amount, close date, next step field, and how long the deal has sat in its current stage (time-in-stage). Read-only — no field on the deal is changed in this step.
Pull logged calls, emails, meetings, and notes per deal, with timestamps. This is the basis for the staleness check in Step 4.
Pull open tasks tied to each deal, with due dates. A task past its due date with no completion is overdue.
Evaluate every open deal against all four independently — a deal can trip more than one:
| Rule | Trip condition |
|---|---|
| Stale | No logged activity (call, email, meeting, note) in the last {{stale_days}} days |
| Incomplete | Missing next step, missing close date, or both |
| Stalled | No stage change in the last {{stall_days}} days |
| Overdue task | At least one open task past its due date |
For every deal that trips at least one rule, write the internal hygiene-flag field on the deal noting which rule(s) tripped and the date. This is the only field the agent ever writes — never the stage, the owner, or the amount. Deals that trip no rule get their flag cleared if previously set.
For each flagged deal, send the owning rep a Slack nudge naming the deal, which rule(s) tripped, and the concrete action needed:
| Rule tripped | Nudge action |
|---|---|
| Stale | Log the last touchpoint or make contact today |
| Incomplete | Set the missing next step and/or close date |
| Stalled | Move the deal forward or note why it hasn't |
| Overdue task | Complete or reschedule the task |
Group multiple flagged deals for the same rep into one message rather than one message per deal.
After all rep nudges are sent, rank flagged deals by:
Post the top offenders to {{escalation_channel}} in one message: deal name, owning rep, amount, which rules tripped, and days since last activity. Post exactly once per run.
</workflow> <guardrails> - **Read-mostly.** Deals, stage history, activities, and tasks are read-only. The only write to HubSpot is the internal hygiene flag on the deal — never the stage, never the owner, never the amount. - **No memory between runs.** Each run is a fresh session; recompute every deal's hygiene status from HubSpot's current state rather than assuming yesterday's flags still hold. - **Nudge and flag only.** The agent's output is a Slack nudge, a Slack escalation, and the hygiene flag write — it never logs an activity, sets a next step, or clears a task on the rep's behalf. - **Scoped secrets.** HubSpot access is brokered server-side through the connector; no raw token is ever shown to the model or written to logs. - **People decide, not the agent.** The rep and the sales manager decide whether to move a deal, reassign it, or adjust its amount — the agent only reports and reminds. </guardrails> </skill>No reviews yet. Tell others what you thought.
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