Score HubSpot deal risk daily with AI and get Slack alerts

Each day it scores every open HubSpot deal for risk with AI and alerts your sales team to the ones in trouble.

How the work actually flows

It branches. Exactly one path is taken; runs once per each open deal.

Pattern: Exclusive Choice (4) · Simple Merge (5) · Multiple Instances without Synchronization (12)

flowchart TD trig(["runs automatically once daily"]):::trigtime s0["pull open deals"]:::svc s1[["ai scores deal risk"]]:::mi s2[("log score to sheet")]:::store trig --> s0 s0 -->|"one per each open deal"| s1 gx{"× is deal high risk"}:::gate s1 --> gx p00["send slack alert"]:::task gx -->|"high risk deal"| p00 p10["no alert sent"]:::task gx -->|"low risk deal"| p10 jn{"○ continue to logging"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"alerts and risk log for deals"/]:::out pay{{"catches at risk deals early"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceRuns once per itemA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database Ops
Connects
HubSpotOpenAISlackGoogle Sheets

The problem it solves

You have too many open deals to review by hand every day, so stalled or at-risk opportunities slip through until it is too late to save them. Sales reps and managers end up guessing which deals need attention instead of knowing for sure.

Who it fits

Sales teams and managers using HubSpot who need to catch stalled or at-risk deals before they die.

How it works

  1. Runs automatically once a day
  2. Pulls all open deals and their engagement history from HubSpot
  3. An AI model reviews activity and scores each deal's risk of falling through
  4. Sends a Slack alert for any deal flagged as high risk
  5. Logs every score in a Google Sheet for tracking over time
What you get

Deals flagged before they quietly fall through

Every open HubSpot deal gets scored for risk each day, with a Slack alert sent whenever one looks like it's in trouble.

What you get

Slack alerts for at-risk deals and a running Google Sheets log of deal health scores.

What you need

A HubSpot account, an OpenAI API key, a Slack workspace, and a Google account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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