Monitor HubSpot deal risk with OpenAI scoring and Slack alerts

How it works This workflow runs on a daily schedule to analyze all active HubSpot deals and their latest engagement activity. It applies AI-driven behavioral scoring to predict conversion probability and deal health. High-risk or stalled deals automatically trigger Slack alerts. All insights are logged in Google Sheets for forecasting and performance tracking.

Step-by-step

- Step 1 – Trigger and collect active deals - Schedule Trigger – Runs the workflow automatically at a fixed time each day. - Get Active Deals from HubSpot – Retrieves all non-closed deals with key properties like value, stage, and activity dates. - Formatting Data – Cleans and normalizes deal data while calculating metrics such as deal age and inactivity duration.

- Step 2 – Enrich deals with engagement data - If – Filters only active deals to ensure closed deals are excluded. - Loop Over Items – Processes each deal individually to handle enrichment safely. - HTTP Request – Fetches engagement associations linked to each deal. - Get an engagement – Retrieves detailed engagement records from HubSpot. - Extracts Data – Structures engagement content, timestamps, and internal notes for AI analysis.

- Step 3 – Analyze risk and notify the team - AI Agent – Analyzes behavioral signals and predicts conversion probability, risk level, and next actions. - Format Data – Parses the AI output into structured fields and risk indicators. - Filter Alerts Needed – Identifies deals that require immediate attention. - Send Slack Alert – Sends a detailed alert with risks, signals, and recommended actions. - Append or update row in sheet – Stores analysis results in Google Sheets for tracking and forecasting.

Why use this?

- Detect deal risk early using consistent, AI-based analysis - Reduce manual pipeline reviews for sales managers - Provide clear, actionable next steps to sales reps - Keep a historical log of deal health and forecasts - Improve close rates through timely, data-driven intervention