Automation library · Alerts and monitoring

Monitor HubSpot deal risk with OpenAI and Slack

Started by a clock, and works across Google Sheets, HubSpot and Slack. It hands the judgement calls to OpenAI. 14 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

14 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 6Service 5

The steps in the order they run, from what starts it.

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Get Active Deals from HubSpotHubspotService
  4. 4AI AgentAgentModel
  5. 5Formatting DataCodeLogic
  6. 6Format Data1CodeLogic
  7. 7IfIfLogic
  8. 8Filter Alerts NeededIfLogic
  9. 9Loop Over Items1Split In BatchesLogic
  10. 10Send Slack AlertSlackService
  11. 11HTTP RequestHttp RequestService
  12. 12Append or update row in sheetGoogle SheetsService
  13. 13Get an engagementHubspotService
  14. 14Extracts DataCodeLogic

How it's built

Starts on
A clock
Steps
14, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Google Sheets, HubSpot, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Sheets, HubSpot and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 14 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.