Outcome. Once a week, the sales channel gets one Slack message listing every deal closed won that week with the total revenue, instead of scrolling through individual real-time alerts.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[Scheduled trigger: Monday 08:00] --> B[Custom code: query Closed Won deals, last 7 days]
B --> C{Any deals found?}
C -->|yes| D[Format summary with names, amounts, total]
C -->|no| E[Format fallback: No deals closed this week]
D --> F[POST message to Slack webhook]
E --> F
When to use it / when not to
- Use it when the team wants a single weekly recap instead of, or in addition to, the real-time per-deal alert in reporting-alerts-001.
- Use it when leadership wants a lightweight, always-on wins cadence without opening a dashboard.
- Do not expect a pure no-code build. Standard HubSpot workflows enroll and act per record; they cannot natively loop over many records and compose one combined message. This fiche uses a scheduled workflow with a custom code action to do that aggregation. If custom code is not available, use the native alternative in Variants instead.
- Do not use this as the only visibility mechanism if deals close infrequently. A weekly digest that is empty most weeks trains people to stop reading it; pair it with the real-time alert for high-value wins.



