Review and fix HubSpot deal pipeline hygiene with TypeSafe Jev and Gmail

Description

Quick overview This workflow runs every Monday and scans a HubSpot deal pipeline for hygiene issues and expansion opportunities, optionally using TypeSafe Jev to recommend fixes. It emails a Gmail approval form, then applies only the reviewer-approved updates back to HubSpot and sends a results summary. How it works Runs every Monday at 08:00 and loads the configured HubSpot pipeline, portal details, and deal owners. Searches HubSpot for all deals in the selected pipeline and gathers Closed Won deal-to-company associations to identify existing clients. Applies rules to flag open deals with issues (for example past/missing close dates, staleness, stuck stages, missing amount/owner/contact) and to find companies eligible for an expansion conversation. For each flagged item, fetches the latest associated HubSpot note and (if enabled) sends the deal/client context to TypeSafe Jev to choose a recommended action with a confidence score, falling back to deterministic rules when Jev is disabled or unavailable. Sends a Gmail message containing a review form with one checkbox per proposed fix, preselecting higher-confidence recommendations, and waits up to the configured review window for a response. Matches the reviewer’s selections to the proposed fixes and applies only the approved changes in HubSpot (updating deals, creating tasks, or creating expansion deals), then emails a results summary (or a “no changes” message if nothing is approved). Setup Create a HubSpot private app (or service key) with the required scopes and add it to n8n as a HubSpot App Token credential. Connect a Gmail OAuth2 account to send the review email, wait for the form response, and send result/failure notifications. (Optional) Add a TypeSafe Jev API key as an HTTP Header Auth credential (Authorization: Bearer ) or set useJev to false to use the built-in rules only. Update the Settings values for pipelineId and reviewerEmail, and adjust thresholds like staleDays, stuckDays, expansionAfterDays, and reviewWindowDays as needed. Set the recipient address in the failure-alert email so workflow errors are reported to the right inbox. An n8n automation workflow template by Daniel Secareanu.

Community Metrics

Categories

• Automation

Tags

• n8n
• workflow
• http-request
• gmail
• code

Capabilities

• 3 nodes

Information