Daily "add a stop" Slack briefing for field reps

Build an agent workflow that runs every weekday at 7am in the rep's local time zone and sends each field sales rep a personalized 'fill the gaps in your sales day' briefing as a Slack DM. The point is to turn already-scheduled customer visits into a fuller, route-optimized day, the same outcome Badger Maps and Map My Customers' Smart Planner sell as their headline feature.

Trigger: cron, weekdays at 7am. The workflow should run once per rep. Default to one rep for the initial setup, with the rep's identity (Slack user, HubSpot owner id, Google Calendar) configurable, and structure the agent so adding more reps later is straightforward.

Step 1. Pull today's events from Google Calendar with List Events for the rep's primary calendar, scoped to today in the rep's time zone. Keep only events that have a real street address in the location field (skip Zoom links, internal meetings with no address, and home-office blocks). Sort the surviving meetings by start time. If there are zero qualifying meetings, send a short Slack DM saying there is nothing to optimize today and stop.

Step 2. Use Geolocation Forward Geocode on each kept meeting's address to get coordinates plus the metro or city. Treat the geocoded city or metro as the rep's working area for the day.

Step 3. Find candidate add-on accounts with HubSpot Search Companies. Filter to companies whose owner is the rep receiving the brief, whose city or metro matches one of today's meeting areas (pre-filter on city, state, or postal code before doing any travel-time math, because Distance Matrix charges per origin times destination element and we want to keep candidates to a sane number, ideally under about 25), and whose last-activity date is older than the configurable 'stale account' threshold (default 60 days). Return at least the address, owner, last-activity date, and current deal stage if present.

Step 4. Score detour cost with Geolocation Calculate Distance Matrix. For each candidate, compute the extra travel time it would add if inserted into the existing route. The simplest version: for each adjacent pair of scheduled meetings, measure (meeting A to candidate to meeting B) versus (meeting A to meeting B) and call the difference the round-trip detour. Also consider inserting before the first meeting or after the last one. Drop any candidate whose smallest detour exceeds the configurable max (default 20 minutes round trip).

Step 5. Pick the best 2 to 3 add-on stops (configurable). Prefer candidates that combine a small detour with a strong 'worth the visit' signal: longest time since last touch, meaningful open deal stage, larger company. Slot each pick into the position in the day where its detour is smallest, so the final ordered itinerary reads naturally between scheduled meetings.

Step 6. Send the result as a Slack DM to the rep using Slack Bot Send a Message (DM the rep's Slack user id). Format the message as the full ordered day, listing each existing meeting in order with its time and address, and the recommended add-on accounts inserted in the right slot. For each add-on, include the account name, address, the extra minutes it adds round trip, and one short line on why it is worth the detour (for example: '94 days since last touch, open Proposal-stage deal'). Use Slack mrkdwn formatting.

Configurable knobs to expose at the top of the agent's instructions: rep identity (Slack user, HubSpot owner, Google Calendar), schedule and time zone, stale-account threshold in days (default 60), max round-trip detour in minutes (default 20), number of add-on stops to recommend (default 2 to 3), and whether to suggest only the rep's owned accounts (default true) or any account in their territory.

Quality bar: keep the Distance Matrix call cheap by always pre-filtering candidates to the same metro before scoring; never suggest a stop that does not have a clean street address; if HubSpot returns nothing eligible, still send a Slack DM with the ordered scheduled day so the rep gets their itinerary.