Analyze lost HubSpot deals and generate revival strategies with OpenAI

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

How it works This workflow runs on a daily schedule to analyze all Closed–Lost deals from your CRM and uncover the true reason behind each loss. It uses AI to classify the primary loss category, ge...

Best for

CRM automation workflows
AI Summarization automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.hubspot, n8n-nodes-base.if, n8n-nodes-base.set, n8n-nodes-base.code, n8n-nodes-base.slack, n8n-nodes-base.merge

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Avkash Kakdiya.

Original n8n.io source

1.1 Workflow description

Title: Analyze lost HubSpot deals and generate revival strategies with OpenAI
Workflow name: Analyze lost HubSpot deals and generate revival strategies with OpenAI

How it works

This workflow runs on a daily schedule to analyze all Closed–Lost deals from your CRM and uncover the true reason behind each loss. It uses AI to classify the primary loss category, generate a confidence-backed explanation, and then create a realistic re-engagement strategy for every deal. All insights are consolidated into leadership-ready email and Slack summaries. Every analyzed deal and revival plan is logged for long-term tracking and audits.

Step-by-step

Trigger and fetch lost deals
- Schedule Trigger – Runs the workflow automatically at a defined time.
- Get many deals – Fetches all deal records from the CRM.
- If – Filters only deals marked as Closed–Lost.
- Edit Fields – Standardizes key deal attributes like amount, industry, owner, and loss reason.
Analyze loss reasons and generate revival strategies
- Brief Explanation Creator – Uses AI to identify the primary loss category with confidence.
- Code in JavaScript – Parses and normalizes AI loss analysis output.
- Merge – Combines deal data with loss insights.
- Feedback Creator – Generates a practical re-engagement strategy for each lost deal.
- Code in JavaScript7 – Parses and safeguards revival strategy outputs.
- Merge4 – Merges deal details, loss analysis, and revival strategy into one final dataset.
Report, notify, and store results
- Code in JavaScript11 – Builds a consolidated HTML summary email.
- Send a message4 – Sends the summary to stakeholders via email.
- Code in JavaScript12 – Creates a structured Slack summary.
- Send a message1 – Delivers insights to a Slack channel.
- Code in JavaScript10 – Reconstructs final data with delivery status.
- Append or update row in sheet – Logs all results into Google Sheets for audit and tracking.

Why use this?

Turns lost deals into actionable learning instead of static CRM records
Gives sales teams clear, realistic re-engagement plans without manual analysis
Provides leadership with concise, decision-ready summaries
Creates a historical database of loss reasons and revival outcomes
Improves pipeline recovery while enforcing consistent sales intelligence

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Schedule Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.3

Block 6 - Get many deals

Type / Role: n8n-nodes-base.hubspot - hubspot
Config choices: Version 2.2

Block 7 - If

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.3

Block 8 - Edit Fields

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 9 - Code in JavaScript

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 10 - Code in JavaScript1

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 11 - Send a message1

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.4

Block 12 - Merge

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 13 - Merge1

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 14 - Send a message2

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.2

Block 15 - Code in JavaScript4

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 16 - Append or update row in sheet1

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.7

Block 17 - Code in JavaScript7

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 18 - Code in JavaScript2

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 19 - Brief Explanation Creator

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 2.1

Block 20 - Feedback Creator

Type / Role: @n8n/n8n-nodes-langchain.openAi - openAi
Config choices: Version 2.1

3. Summary Table

Workflow	Analyze lost HubSpot deals and generate revival strategies with OpenAI
Complexity	advanced
Nodes	20
Categories	CRM, AI Summarization
Author	Avkash Kakdiya
Published	31 Dec 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/12328/12328.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Summarization workflows

Frequently asked questions

What does Analyze lost HubSpot deals and generate revival strategies with OpenAI do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Summarization use case.

Avkash Kakdiya

115 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.scheduletrigger n8n-nodes-base.hubspot n8n-nodes-base.if n8n-nodes-base.set n8n-nodes-base.code n8n-nodes-base.slack n8n-nodes-base.merge

Complexity

advanced

Published 31 Dec 2025

Likes 0

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Install path: /data/workflows/12328/12328.json

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Analyze lost HubSpot deals and generate revival strategies with OpenAI

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

Step-by-step

Why use this?

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note

Block 2 - Sticky Note1

Block 3 - Sticky Note2

Block 4 - Sticky Note3

Block 5 - Schedule Trigger

Block 6 - Get many deals

Block 7 - If

Block 8 - Edit Fields

Block 9 - Code in JavaScript

Block 10 - Code in JavaScript1

Block 11 - Send a message1

Block 12 - Merge

Block 13 - Merge1

Block 14 - Send a message2

Block 15 - Code in JavaScript4

Block 16 - Append or update row in sheet1

Block 17 - Code in JavaScript7

Block 18 - Code in JavaScript2

Block 19 - Brief Explanation Creator

Block 20 - Feedback Creator

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions