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Analyze lost HubSpot deals and generate revival strategies with OpenAI

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Created by: Avkash Kakdiya || itechnotion

Avkash Kakdiya

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Last update a day ago

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How it works

This workflow runs on a daily schedule to analyze all Closed–Lost deals from your CRM and uncover the true reason behind each loss. It uses AI to classify the primary loss category, generate a confidence-backed explanation, and then create a realistic re-engagement strategy for every deal. All insights are consolidated into leadership-ready email and Slack summaries. Every analyzed deal and revival plan is logged for long-term tracking and audits.

Step-by-step

  • Trigger and fetch lost deals

    • Schedule Trigger – Runs the workflow automatically at a defined time.
    • Get many deals – Fetches all deal records from the CRM.
    • If – Filters only deals marked as Closed–Lost.
    • Edit Fields – Standardizes key deal attributes like amount, industry, owner, and loss reason.

  • Analyze loss reasons and generate revival strategies

    • Brief Explanation Creator – Uses AI to identify the primary loss category with confidence.
    • Code in JavaScript – Parses and normalizes AI loss analysis output.
    • Merge – Combines deal data with loss insights.
    • Feedback Creator – Generates a practical re-engagement strategy for each lost deal.
    • Code in JavaScript7 – Parses and safeguards revival strategy outputs.
    • Merge4 – Merges deal details, loss analysis, and revival strategy into one final dataset.

  • Report, notify, and store results

    • Code in JavaScript11 – Builds a consolidated HTML summary email.
    • Send a message4 – Sends the summary to stakeholders via email.
    • Code in JavaScript12 – Creates a structured Slack summary.
    • Send a message1 – Delivers insights to a Slack channel.
    • Code in JavaScript10 – Reconstructs final data with delivery status.
    • Append or update row in sheet – Logs all results into Google Sheets for audit and tracking.

Why use this?

  • Turns lost deals into actionable learning instead of static CRM records
  • Gives sales teams clear, realistic re-engagement plans without manual analysis
  • Provides leadership with concise, decision-ready summaries
  • Creates a historical database of loss reasons and revival outcomes
  • Improves pipeline recovery while enforcing consistent sales intelligence