LinkedIn pre-call dossier for every HubSpot deal

By General Input

When a HubSpot deal moves into a pre-meeting stage, your rep gets a one-page brief on what the prospect is advertising, who they are hiring, and how to open the call.

Integrations

  • HubSpot
  • LinkedIn Ad Library
  • Slack

Type

Agentic Task

Categories

  • Sales

Build me a per-deal pre-call dossier agent for our sales team. The goal is that every time a HubSpot deal moves into a pre-meeting stage, the deal owner gets a one-page LinkedIn-based brief on the prospect, both attached to the deal and DMed to them in Slack, so they walk into the call already prepped.

Trigger: an incoming HubSpot webhook fired by a HubSpot workflow on a deal stage change into a pre-meeting stage (for example, Discovery Scheduled or Demo Booked). The webhook payload will include the deal ID. Treat the stage names as configurable. Do not run this on every stage change, only the pre-meeting stages I list in the workflow config.

Steps the agent should run each time it fires:

1) Call HubSpot's Get Deal on the incoming deal ID, requesting the associated company and the deal owner. Pull the deal name, amount, close date, and the company's name, domain, industry, and LinkedIn URL if available.

2) If the associated company record is missing a clean name or domain, call HubSpot's Search Companies to resolve it from whatever fragment you have. Do not proceed past this step without a confident company identity.

3) Call LinkedIn Ad Library's Search Ad Library scoped to that company as the advertiser, pulling the most recent paid creative from roughly the last 90 days. Capture ad copy, hooks, target audiences, and any landing pages. We want to know what they are currently selling externally.

4) Call LinkedIn Ad Library's Search Job Library scoped to that company, pulling currently open roles. Group them by function (go-to-market, engineering, data, ops, leadership) and call out any VP, Head of, or director-level roles. These are the hiring signals that imply roadmap and budget moves.

5) Synthesize a one-page dossier with three sections: (a) What they are selling right now, in two or three sentences, grounded in the ads. (b) Hiring signals, with a short interpretation of what each cluster implies (for example, five new AE roles suggests they are scaling outbound; a VP of Data opening suggests a data platform decision is on the table). (c) Two or three personalized opener angles the rep can use to start the meeting, each one tied to a specific ad theme or open role so it does not sound generic.

Output, both surfaces:

A) Use HubSpot's Create Note to attach the full dossier as a note on the deal record. Keep the formatting clean and scannable. The note should live on the deal forever as the record of prep.

B) Use Slack's Send a Message to DM the HubSpot deal owner. The DM should include the same dossier (or a tight summary plus the deal owner can open the note), the prospect company name, the meeting context, and a clickable link back to the deal in HubSpot. The deal owner is who actually needs to read this before the call.

Guardrails: if there are zero ads and zero open roles, still produce the dossier but call out that public signal is thin and lean on whatever is available. Never fabricate ads or roles. Keep the brief to roughly one page. Tone is direct and useful, no fluff. No em dashes.

Make the pre-meeting stages, the lookback window for ads, the number of opener angles, and the Slack recipient (deal owner by default, optionally also a manager or a team channel) configurable so I can tune it without rewriting the workflow.

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