Daily account news briefing for HubSpot companies

By General Input

Every weekday morning, scan the news for your HubSpot target accounts and ping the owner in Slack only when something material happens.

Integrations

  • NewsWhip
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that gives my sales team a daily account news briefing for our HubSpot target accounts. Trigger: a cron that runs every weekday at 8:00am in the account's local timezone.

Step 1. Use HubSpot's Search Companies operation to pull the list of target accounts. Filter by a property called watchlist equal to true, and also include any company with an open deal owned by an active sales rep. For each company, return at least the company id, name, primary domain, and the HubSpot owner id and owner email.

Step 2. For each company, call NewsWhip's Search Articles (Historical) operation with a Lucene-style query that combines the company name and the root domain, restricted to the last 72 hours. Sort by engagement so the highest-traction stories surface first. Cap results at the top 10 per company to keep cost predictable.

Step 3. For each company, judge whether anything is materially new and sales-actionable. Materially new means one of: funding round or valuation change, executive hire or departure, product launch or major release, lawsuit or regulatory action, layoffs or restructuring, acquisition or merger, public earnings or guidance change, major partnership. Ignore routine PR, syndicated rewrites of old news, and stories that are clearly about a different company with the same name. If nothing material is found, do nothing for this company. No note, no Slack message, no noise.

Step 4. For companies with material news, use HubSpot's Create Note operation to attach a dated note to the company record. The note should include: today's date, a 2 to 4 sentence summary of what changed, why it matters for the next sales conversation, and links to the source articles. Associate the note to the company id.

Step 5. Use Slack's Send a Message operation to DM the HubSpot account owner. Look up the Slack user by the owner's email. The message should be short: one line on what happened, one line on why it matters, and a direct link to the company in HubSpot. If the Slack lookup fails, fall back to posting in #sales-intel and @-mention the owner by name.

Quiet days should produce zero notes and zero Slack messages. The bar is sales-actionable news, not 'something was published'. Log a single summary line at the end of each run with how many companies were scanned, how many had material news, and how many notes and Slack messages were sent.

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