The flow
Starts it 1Logic 4Service 8
The steps in the order they run, from what starts it.
- 1Schedule TriggerSchedule triggerStarts it
- 2Get all dealsHubspotService
- 3Filter DealsCodeLogic
- 4Loop Over DealsSplit In BatchesLogic
- 5Fetch Associated Contact With DealHttp RequestService
- 6Get Contact DetailsHubspotService
- 7SwitchSwitchLogic
- 830 day mailGmailService
- 960 day mailGmailService
- 1090 day mailGmailService
- 11MergeMergeLogic
- 12Nofity Account ManagerSlackService
- 13Create Follow-up TaskClick UpService
How it's built
- Starts on
- A clock
- Steps
- 13, with 1 branch, 1 loop or waits
- Size
- Medium: a working afternoon
- Connects to
- ClickUp, Gmail, HubSpot, Slack
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own ClickUp, Gmail, HubSpot and Slack accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 13 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 itNothing 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 13 steps before you point it at anything that matters.