Escalate high-value shipping problems to the deal owner

Every hour during business hours, sweep AfterShip for shipments that just broke on a high-value order and escalate them straight to the deal owner in HubSpot so they never sit unnoticed in a support queue.

Trigger: cron, once per hour during business hours. AfterShip is not a native poll source on this platform, so a scheduled sweep is the correct pattern.

Step 1. Call AfterShip List Trackings and filter to trackings whose status is Exception, Undelivered, or Returned to Sender and that were updated in the last hour. Page through until every recent hit is in hand.

Step 2. For each troubled shipment, use HubSpot Search Deals to find the associated deal. Try the order number first (typically stored on a custom deal property such as order_number), then fall back to the customer email associated with the shipment. If nothing matches, skip the shipment.

Step 3. Read the deal's amount and skip anything below a configurable threshold. Default to $5,000 and expose the number as a workflow input so an admin can raise or lower it without touching the prompt. Also skip deals that have no assigned owner.

Step 4. For qualifying incidents, call HubSpot Create Note associated with the deal. The note should summarize the courier (slug), the last checkpoint message and location, the destination, the exception reason returned by AfterShip, and the AfterShip tracking id so it is easy to cross-reference later.

Step 5. Use Slack Send a Message to DM the HubSpot deal owner (map their HubSpot email to a Slack user). The message should include the customer name, deal amount, courier, exception reason, a direct link to the AfterShip tracking page, and a short suggested next action based on the failure mode: a proactive customer call for a delivery exception, refund or reship for returned-to-sender, or a courier escalation for a stalled undelivered shipment.

Guardrails. Skip shipments below the deal-value threshold. Skip shipments that can't be matched to a deal. Skip deals with no owner. Do not alert twice on the same tracking id within a 24 hour window.

This is an agent workflow because matching AfterShip trackings to HubSpot deals via order number or customer email is fuzzy, and the suggested next action requires judgment based on which failure mode the shipment hit.