How it works
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. An n8n automation workflow template by Avkash Kakdiya.
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