Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts

Overview This workflow helps sales teams automatically monitor deal health and detect risks early.

It pulls deal data from your CRM and combines it with recent email activity. Using AI, it analyzes engagement, identifies objections, and assigns a risk score. High-risk deals are flagged and alerts are sent so your team can take action quickly.

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How It Works

1. Scheduled Trigger The workflow runs daily to monitor active deals.

2. Configuration Defines key settings like deal stages, email lookback period, and risk threshold.

3. Data Collection - Fetches deals from your CRM - Retrieves recent email conversations

4. Context Combination Merges deal data and email activity into a single dataset for analysis.