Skip to content
The Workflow Library
Get the full library

Weekly open-deal summary per rep written by Custom prompt and sent as an internal email

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal8 stepsUpdated for HubSpot seat pricing
OutcomeEvery Monday morning each rep receives a short written status for each of their larger open deals: where it stands, what is late, and the one thing to do this week. The same text sits on the deal for the pipeline review.
Workflow mapai-agents-019
Monday 07h00, open deals above the floor leads to Data Agent Custom prompt writes three lines. Data Agent Custom prompt writes three lines leads to Output is known. Output is known leads to No: Status empty fallback; Yes: Store summary, stamp date, status sent. Status empty fallback leads to Email the owner the raw fields. Store summary, stamp date, status sent leads to Email the owner the summary. No Yes Monday 07h00, open deals above the floor Data Agent Custom prompt writes three lines Output is known Status empty fallback Store summary, stamp date, status sent Email the owner the raw fields Email the owner the summary
Monday 07h00, open deals above the floor leads to Data Agent Custom prompt writes three lines. Data Agent Custom prompt writes three lines leads to Output is known. Output is known leads to No: Status empty fallback; Yes: Store summary, stamp date, status sent. Status empty fallback leads to Email the owner the raw fields. Store summary, stamp date, status sent leads to Email the owner the summary. No Yes Monday 07h00, open deals above the floor Data Agent Custom prompt writes three lines Output is known Status empty fallback Store summary, stamp date, status sent Email the owner the raw fields Email the owner the summary

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it when the weekly pipeline review starts with ten minutes of reps reading their own deals aloud.
  • Use it on a filtered set: deals above an amount floor, in the stages where a nudge changes something. The workflow tool sends one email per enrolled deal, not one digest per rep. A rep with 8 qualifying deals gets 8 short emails.
Read more on when to use itShow less

Skip it

  • Do not use it on a transactional pipeline with dozens of small deals per rep. The emails become noise and each one costs an AI run. Use the saved view variant.
  • Do not send the text to customers or paste it in a forecast call as fact. It restates CRM fields. If the fields are stale, the summary is stale.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 9 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 5 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 8 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free AI agents spec

Not the workflow you needed?

More in AI agents

25 specs in this section

See all 25 This category, 39 EUR
FreeCategorize inbound form submissions with Data Agent: Custom prompt, then route by categoryContact17 steps Credit guard: a daily counter property that pauses AI actions once the budget is spentContact8 steps Summarize the record into the SDR-to-AE handoff task so the AE opens the call with contextContact8 steps Extract stated budget and timeline from call transcripts into deal properties with Data Agent: ResearchDeal14 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library