Weekly Pipeline Health Report

Every Monday morning, this workflow reviews all open HubSpot deals, scores their health, and makes sure the right people act on the ones that are slipping.

How it works:

1. Weekly Check (Scheduler) starts the workflow every Monday at 8 AM UTC.

2. Deal Collector (ReAct agent) calls HubSpot "Search deals" for every open deal and "Get HubSpot owners" for each owner's name and email.

3. Deal Health Scorer (Deep agent) marks each deal healthy, at risk (no activity for 14+ days or no next step) or stuck (no activity for 21+ days or past its close date), and writes a reason and one suggested action for each.

4. Attention Router (Router) sends the run down one of two paths:

- needs_attention: Owner Follow-up (ReAct agent) creates a follow-up task on each deal with HubSpot "Create a HubSpot task" and emails every owner their own list with Gmail "Send a Gmail message". Then Team Report posts the full report to your sales space with Google Chat "Create a message in a space".

- all_clear: All-Clear Notice posts a short "all deals are healthy" message to the same space.

Before you run it:

- Connect HubSpot, Gmail and Google Chat, then select your connection on each tool node.

- Pick a model for each agent.

- In Team Report and All-Clear Notice, replace spaces/YOUR_SPACE_ID with your sales Google Chat space.

- Optional: change the day, time or timezone in Weekly Check, or the 14 and 21 day rules in the Deal Health Scorer prompt.

Result: every Monday, reps get a task and an email for each slipping deal, and the team sees the full pipeline picture in one message.