Automation library · CRM

Re-engage stalled HubSpot deals with OpenAI and Gmail

Started by a clock, and works across Gmail, Google Sheets, HubSpot and Slack. It hands the judgement calls to OpenAI. 17 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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17 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 1Logic 5Service 10

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Get All Open DealsHubspotService
  3. 3Filter Stalled DealsCodeLogic
  4. 4Has Associated Contact?IfLogic
  5. 5Get Deal ContactHubspotService
  6. 6Log Skipped, No ContactGoogle SheetsService
  7. 7Has Valid Email?IfLogic
  8. 8Build Daily DigestCodeLogic
  9. 9Generate Re-Engagement EmailOpen AiModel
  10. 10Log Skipped, No EmailGoogle SheetsService
  11. 11Send Daily Digest to SlackSlackService
  12. 12Parse AI EmailCodeLogic
  13. 13Send Re-Engagement EmailGmailService
  14. 14Log Note on HubSpot DealHubspotService
  15. 15Error Alert to SlackSlackService
  16. 16Slack Alert to Sales TeamSlackService
  17. 17Log to Google SheetGoogle SheetsService

How it's built

Starts on
A clock
Steps
17, with 2 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 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. 17 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 17 steps before you point it at anything that matters.