Daily stalled deal nudges with personalized rep drafts

By General Input

Every weekday morning, surface stalled HubSpot deals, draft a personalized re-engagement email per rep, and DM each owner their ranked pipeline in Slack.

Integrations

  • HubSpot
  • Gong
  • Gmail
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that finds my stalled HubSpot deals every weekday morning and hands each rep a personalized re-engagement draft so nothing rots in the pipeline.

Trigger: cron at 8am America/New_York, Monday through Friday.

Each run, the agent should do the following:

1. Use HubSpot Search Deals to find open deals (any pipeline stage that is not closed-won or closed-lost) where the last activity date is more than 14 days ago and the deal amount is above $10,000. Make the 14-day stall window and the $10,000 amount threshold easy to tweak.

2. For each stalled deal, use HubSpot Get Deal to load the full deal record along with the associated primary contact and the deal owner.

3. Use Gong List Calls in Folder to pull the most recent calls associated with that account or contact, and summarize the last conversation themes (pain points discussed, blockers raised, next steps that were promised but never happened).

4. Draft a short, personalized re-engagement email to the contact. Reference what was last discussed on the Gong call, acknowledge the silence without guilt-tripping, and propose one concrete next step (a 20-minute call, a tailored case study, or a quick async update). Keep it under 120 words and signed by the deal owner.

5. Use Gmail Create a Draft in the deal owner's Gmail account so the rep can review, edit, and send. Do not send automatically.

6. Use HubSpot Create Task tied to the deal with a subject like "Review re-engagement draft and send", a due date of today, and assigned to the deal owner.

7. Group all stalled deals by deal owner and use Slack Send a Message to DM each rep a ranked list of only their own stalled deals, sorted by amount descending, with each line showing deal name, contact, days since last activity, amount, and a link to the Gmail draft plus a link to the HubSpot deal. Each rep should only see their own pipeline.

If a rep has zero stalled deals on a given day, skip the Slack DM for them entirely. If Gong has no recent calls for a deal, fall back to the most recent HubSpot notes or email logs for context instead.

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