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Weekly Slack digest: deals closed lost this week with reasons

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.

Deal2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a week, the sales channel gets one message listing every deal closed lost that week along with its loss reason, so the team spots patterns without opening a report.
Workflow mapreporting-alerts-011
Weekly schedule: Friday 16:00 leads to Dashboard report renders: Closed Lost deals, last 7 days. Dashboard report renders: Closed Lost deals, last 7 days leads to Includes loss reason, amount, owner per deal. Includes loss reason, amount, owner per deal leads to Email sent to Slack channel inbound address. Weekly schedule: Friday 16:00 Dashboard report renders: Closed Lost deals, last 7 days Includes loss reason, amount, owner per deal Email sent to Slack channel inbound address
Weekly schedule: Friday 16:00 leads to Dashboard report renders: Closed Lost deals, last 7 days. Dashboard report renders: Closed Lost deals, last 7 days leads to Includes loss reason, amount, owner per deal. Includes loss reason, amount, owner per deal leads to Email sent to Slack channel inbound address. Weekly schedule: Friday 16:00 Dashboard report renders: Closed Lost deals, last 7 days Includes loss reason, amount, owner per deal Email sent to Slack channel inbound address

When to use it, when not to

Use it

  • Use it when sales leadership wants a recurring, low-effort read on why deals are being lost, not just how many.
  • Use it to feed a weekly pipeline review conversation with real, current examples instead of a stale quarterly summary.
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Skip it

  • Do not use it if Closed Lost deals do not reliably have a loss reason filled in. A digest full of "reason: blank" lines is not useful; fix data capture on the Closed Lost stage first, for example a required "Closed Lost Reason" property, before building this.
  • Do not use this as a substitute for a proper win/loss analysis process. This is a lightweight visibility digest, not root-cause analysis.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

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

Enrollment · 4 parts

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

Steps · 2 numbered actions

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

Known pitfalls · 5

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

Test plan and UAT script · 2 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.

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