Quick overview
Sales teams, founders doing founder-led sales, and agencies whose pipeline goes quiet between reviews. Deals do not die loudly, they decay one ignored follow-up at a time, and this workflow makes sure none decay unnoticed.
How it works
- Every morning at 8 AM the workflow pulls your open HubSpot deals and computes days since last activity per deal.
- Anything quieter than your threshold (default 14 days) is flagged as stalled.
- AI then drafts a short, human re-engagement email for each one, grounded in the real deal context: name, value, stage, and days quiet, with one low-friction call to action.
- Deals that are both high-value and long-stalled escalate to your manager Slack channel with the facts plus the draft.
- Everything else becomes a ready-to-review draft emailed to the sales rep, who edits and sends it themselves.
- Nothing ever goes to a prospect automatically.
- Every action is logged to Google Sheets: deal, value, days stalled, and outcome.
Setup
- Connect your HubSpot, OpenAI, Gmail, Slack, and Google Sheets credentials in the n8n credentials panel.
- Tune the Workflow Configuration node: stalledDaysThreshold, escalationMultiplier, minDealValueForEscalation, slackChannelId, salesRepEmail, and the schedule time for the daily scan. Create a blank Google Sheet and paste its ID into the Configuration node, then activate the workflow.
- Use the manual trigger to test immediately before the first scheduled run.
Requirements
- HubSpot with deals, an OpenAI API key, Gmail, a Slack workspace, and a blank Google Sheet. Works on n8n Cloud and self-hosted.
Customization
- Swap HubSpot for Pipedrive or a Google Sheets pipeline, write the AI draft back to the deal as a HubSpot note, add a second nudge sequence with Wait nodes, or route escalations to a PagerDuty or Teams channel instead of Slack.