The flow
Starts it 1Model 1Logic 6Service 11
The steps in the order they run, from what starts it.
- 1HubSpot TriggerHubspot triggerStarts it
- 2Is Real Stage Change?IfLogic
- 3Get Deal DetailsHubspotService
- 4Format Deal DataCodeLogic
- 5Generate AI SummaryOpen AiModel
- 6High Value Deal?IfLogic
- 7Slack - Leadership ChannelSlackService
- 8Slack - Sales Team ChannelSlackService
- 9Log to Google SheetsGoogle SheetsService
- 10Get Owner DetailsHttp RequestService
- 11Get Contact DetailsHttp RequestService
- 12Merge Deal ContextMergeLogic
- 13Build Enriched ContextCodeLogic
- 14Won / Lost / Other?SwitchLogic
- 15Gmail - Congrats to OwnerGmailService
- 16Slack - Loss Alert to ManagementSlackService
- 17Create HubSpot Note on DealHttp RequestService
- 18Associate Note to DealHttp RequestService
- 19Slack - Error AlertSlackService
How it's built
- Starts on
- An event in a connected app
- Steps
- 19, with 3 branches
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets, HubSpot, Slack
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail, 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 an event in a connected app.
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. 19 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.
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 19 steps before you point it at anything that matters.