Get a Weekly HubSpot Deal Health Report in Slack
Stay on top of your pipeline with weekly reports. Notis sends a Slack summary of all HubSpot deals, status changes, and at-risk items.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Monthly reviews come too late to adjust course. Weekly check-ins get skipped. Neurodivergent founders need structured, scheduled visibility into pipeline health.
- Review pipeline health in one Slack message once a week
- Identify at-risk deals early before they stall
- Spot patterns and trends in deal progression
- Share consistent status with leadership and stakeholders
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Slack to Notis.
- 2Create an automation called 'Weekly Deal Report' with this prompt: 'Every Friday at 4pm, send a message to #sales with: total open deals, deals added this week, deals closed this week, deals stalled over 2 weeks, and top 5 at-risk deals by value.'
- 3Select 'Scheduled (Cron)' as your trigger, set it for Friday afternoons, and pick #sales as your reporting channel.
- 4Test the automation manually first to see the report format, then adjust the metrics if needed.
Questions about this workflow
Can I change the day or time?
Yes. Edit the prompt to specify any day (e.g., 'every Monday at 10am') and Notis will adjust the schedule.
How does Notis define 'at-risk' deals?
You can define it in your prompt, like 'deals that haven't moved stages in 30 days' or 'deals in Negotiation over 60 days'.
What metrics should I include?
Focus on what matters to your business: deal count, revenue, stage distribution, velocity, or win rate. Notis will format whatever you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Slack. A trigger fires from one place; an action lands in another.
Hubspot triggers
Slack actions
Contact Created Trigger
Contact Created Trigger
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Not just Hubspot and Slack. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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