Daily GEO re-engagement drafts for stalled HubSpot deals

By General Input

Every weekday at 8am, an agent finds stalled early-stage HubSpot deals, checks each account's AI search visibility, and DMs each owner a ranked list of copy-ready openers.

Integrations

  • HubSpot
  • Nexuscale
  • Slack

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that runs every weekday at 8am in the org's local timezone and generates GEO-anchored re-engagement drafts for stalled HubSpot deals.

Step 1. Use HubSpot Search Deals to pull all open deals currently sitting in early-funnel stages (default: Discovery and Qualification) that have not had a stage change in the last 7 or more days. Include the deal's owner id, primary associated company id, deal name, amount, stage, and last-activity timestamp. Group results by owner.

Step 2. For each deal, use HubSpot Get Company to fetch the associated company's primary domain (and name). If a deal has no associated company or the company has no domain on file, keep the deal in the list but flag it as "no domain" and skip Step 3 for it.

Step 3. For each unique company domain, call Nexuscale Check AI Visibility (GEO) to get that account's current visibility profile across generative-AI search engines (e.g. ChatGPT, Perplexity, Gemini). Cache the result per domain so multiple deals against the same account only cost one API call.

Step 4. For each deal, draft a short re-engagement opener (max 3 sentences, plain text, no em dashes) grounded in the Nexuscale reading:

  • If the account's GEO score is low, lean on a "here's what your buyers are seeing in ChatGPT when they search for your category" angle, and reference the specific weak signal Nexuscale returned (e.g. missing from top answers, cited competitor, thin coverage).

  • If the account's GEO score is high, use an "expand share of voice / defend the position" angle.

  • If Nexuscale returned no data or the deal had no domain, write a neutral opener that does not mention GEO at all.

Never invent GEO numbers, engine names, or competitor citations that Nexuscale did not return. Only cite figures that are present in the API response.

Step 5. For each deal, use HubSpot Create Note to write a note on the deal record containing (a) the drafted opener and (b) a 2-3 line plain-language GEO summary derived from the Nexuscale response (overall score, standout engines, notable competitor mentions, and any "no data" flags). Associate the note with the deal id.

Step 6. For each deal owner (as returned by HubSpot Get Owner), resolve their Slack user via their email address, open a DM with Slack Open a Conversation, then use Slack Send a Message to post their personalized daily digest. The DM should contain:

  • A one-line intro naming today's date and how many stalled deals were found.

  • A ranked list of the stalled deals, ordered by amount desc then by days-since-last-activity desc. For each: deal name, amount, stage, days idle, a link to the HubSpot deal, a 1-line GEO summary, and the drafted opener in a copy-ready block.

  • Owners with zero stalled deals should not receive a DM at all.

Constraints:

  • Openers stay under 3 sentences, plain and specific, no em dashes.

  • Do not send emails to prospects. This workflow only writes drafts (into HubSpot notes and Slack DMs) for the rep to review.

  • Never fabricate visibility scores, engine names, or citations that Nexuscale did not return.

  • If the whole run finds zero stalled deals, skip Slack entirely and finish quietly.

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