Workflow
Daily HubSpot Pipeline Digest
Automatically pull open HubSpot deals every morning, analyze them with AI, and send a beautifully formatted email digest highlighting priorities.
Tags
HubSpot CRMSales AutomationPipeline ManagementEmail Digest
Daily CRM Pipeline Digest
Stop starting your day by digging through HubSpot. Start it by reading one email.
Every morning, this workflow quietly connects to your HubSpot CRM, pulls every open deal in your pipeline, and hands them to an AI analyst. Minutes later, a beautifully formatted email lands in your inbox with everything you need to know and everything you would otherwise miss.
What is in the digest?
| Alert Type | Description |
|---|---|
| 🔴 Stale Deals | Deals with no activity in 7+ days, each with a suggested next action (send a check-in, schedule a call, share an updated proposal). No more deals silently dying in your pipeline. |
| ⏰ Closing This Week | Every deal with a close date in the next 7 days, ranked by urgency. Know exactly which conversations need to happen today. |
| 🆕 New Deals | Deals created in the last 24 hours so nothing slips under the radar, even if you were not the one who created them. |
| 📊 Pipeline Snapshot | Total open deals, total pipeline value, average deal size, stale deal count, and closing-this-week count. Your entire pipeline health in five numbers. |
| 💡 AI Recommendation | One clear, actionable sentence on what to prioritize today, based on your actual data. No generic advice, just signal. |
Who is this for?
- Sales reps who want to stop context switching and start selling
- Sales managers who need pipeline visibility without scheduling another meeting
- Founders who are still running deals and cannot afford to let any slip
- RevOps teams who want to give their team a daily nudge without building dashboards
Setup in under 2 minutes
- Connect HubSpot to authenticate your account.
- Connect Gmail to authenticate your sending account.
- Set your email by updating the recipient in the Send Email node.
- Hit publish. Tomorrow morning, your first digest arrives.
Make it yours
- Change the schedule to run it at 9 AM, only on weekdays, or twice a day.
- Add custom HubSpot fields to pull in any deal property you track.
- Tweak the AI prompt to adjust thresholds, add sections, or change the tone.
- Send to your whole team by adding multiple recipients.
Every deal you forget to follow up on is revenue left on the table. This workflow makes sure you never forget.
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