Daily sales assistant briefing for your pipeline

By General Input

Every weekday morning, get a Slack briefing covering today's meeting prep, stalled HubSpot deals, and the top accounts to work.

Integrations

  • HubSpot
  • Google Calendar
  • Microsoft Outlook
  • Gmail
  • Slack
  • Microsoft Teams
  • Google Drive
  • Notion

Type

Agentic Task

Categories

  • Sales
  • Personal Productivity

Build me a sales assistant agent that runs every weekday at 7:30am in my local timezone and posts a single morning briefing to my Slack DM. This is a personal assistant for one sales rep (me), not a team-wide bot.

Each run, the agent should do the following:

1. Pull today's events from my Google Calendar (use List Events, primary calendar, time range = today in my timezone). Skip internal-only meetings (all attendees share my email domain) and skip blocks I marked as focus/OOO. Keep only meetings with external attendees.

2. For each remaining meeting, identify the prospect company and contacts. Use the external attendee email domain to find the matching HubSpot company (Search Companies on domain), then find associated open deals (Search Deals filtered to that company, deal stage not in Closed Won/Closed Lost) and the attendee contacts (Search Contacts by email). Pull deal name, stage, amount, close date, owner, last activity date, and the latest few notes on the deal.

3. For each meeting, produce a tight prep block: who's on the call, what stage the deal is in, what was discussed last (from the most recent HubSpot notes/activities), one or two strategic questions to ask, and a suggested opener. Keep each meeting block to a few short bullets, not a wall of text.

4. Build a Pipeline Hygiene section. Use Search Deals to find my open deals (hubspot_owner_id = me, deal stage not Closed Won/Closed Lost) where notes_last_updated or hs_lastmodifieddate is more than 14 days old, OR where the close date is within the next 30 days but the deal stage is still early. List up to 5, sorted by deal amount descending. For each, name the deal, the stage, the amount, days since last activity, and a one-line suggested next step.

5. Build a Top Accounts to Work Today section. From my open deals, surface up to 5 that are not on today's calendar but are worth a touch: deals approaching close date, deals that recently advanced stage, or deals where a key contact recently re-engaged (recent note or email). Rank by a simple priority signal and explain in one line why each is on the list.

6. Compose the full briefing as a single Slack message using mrkdwn formatting with clear section headers (Today's Meetings, Pipeline Hygiene, Top Accounts to Work). Use bold for deal names, include the HubSpot deal URL for each item so I can jump straight in, and keep the whole message scannable in under 30 seconds. Send it via Slack Send a Message to my DM channel.

If there are no external meetings, no stalled deals, and no overdue follow-ups, post a single short message: "All clear this morning. No external meetings, no stalled deals over 14 days." Do not pad the briefing.

Make these things easy to change in workflow settings: the cron time and timezone, the Slack channel or DM destination (allow swapping to a Microsoft Teams channel via Create Channel Message), the calendar source (allow Microsoft Outlook List Events instead of Google Calendar), the stalled-deal threshold in days, which HubSpot pipeline stages to include, and which sections to include or omit.

Tone: confident, direct, no fluff. Write the way a senior AE would brief themselves, not the way a tool would describe its features. No em dashes.

Do not modify any HubSpot records, do not send any emails, and do not create calendar events. Read-only across all systems except the single outbound Slack message.

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