Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts

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1. Workflow Overview

Overview This workflow helps sales teams automatically monitor deal health and detect risks early. It pulls deal data from your CRM and combines it with recent email activity. Using AI, it analyzes...

Best for

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

Tools used

n8n-nodes-base.scheduletrigger, n8n-nodes-base.set, n8n-nodes-base.hubspot, n8n-nodes-base.gmail, n8n-nodes-base.aggregate, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.outputparserstructured, @n8n/n8n-nodes-langchain.lmchatopenai

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts
Workflow name: Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts

Overview

This workflow helps sales teams automatically monitor deal health and detect risks early.

It pulls deal data from your CRM and combines it with recent email activity. Using AI, it analyzes engagement, identifies objections, and assigns a risk score. High-risk deals are flagged and alerts are sent so your team can take action quickly.

How It Works

Scheduled Trigger The workflow runs daily to monitor active deals.
Configuration Defines key settings like deal stages, email lookback period, and risk threshold.
Data Collection

Fetches deals from your CRM
Retrieves recent email conversations

Context Combination Merges deal data and email activity into a single dataset for analysis.
AI Analysis AI reviews the combined data to:

Identify objections
Suggest next steps
Detect risk signals
Assign a risk score (0–100)

CRM Update The workflow updates each deal with:

Objections
Next steps
Risk score
Risk summary

Risk Evaluation Compares the risk score against a defined threshold.
Alerting If the deal is high-risk, a Slack alert is sent to notify the sales team.

Setup Instructions

Connect HubSpot credentials (for deals)
Connect Gmail credentials (for email data)
Connect OpenAI credentials (for analysis)
Connect Slack credentials (for alerts)
Configure the Workflow Configuration node:

Set deal stage filters
Define email lookback days
Set risk score threshold

Ensure CRM fields exist for:

objections
next_steps
risk_score
risk_summary

Test with sample deals
Activate the workflow

Use Cases

Identifying deals at risk before they are lost
Tracking customer objections automatically
Improving sales follow-up with clear next steps
Monitoring engagement across deals
Alerting managers about critical deals in real time

Requirements

HubSpot account (or replace with your CRM)
Gmail account (for email data)
OpenAI API access
Slack workspace (for alerts)
n8n instance with proper credentials configured

Notes

You can adjust the risk threshold based on your sales process.
AI prompts can be customized to match your sales methodology.
This workflow can be extended to include CRM filters for specific pipelines or teams.

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 - Schedule Trigger

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

Block 2 - Workflow Configuration

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

Block 3 - Get CRM Deals

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

Block 4 - Get Recent Emails

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

Block 5 - Combine Deal Context

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

Block 6 - AI Deal Intelligence Analyzer

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 3

Block 7 - Deal Intelligence Schema

Type / Role: @n8n/n8n-nodes-langchain.outputParserStructured - outputParserStructured
Config choices: Version 1.3

Block 8 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1.3

Block 9 - Prepare CRM Update

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

Block 10 - Update CRM Deal

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

Block 11 - Check Deal Risk

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

Block 12 - Alert Sales Manager

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

Block 13 - Sticky Note1

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

Block 14 - Sticky Note

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

Block 15 - Sticky Note2

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

Block 16 - Sticky Note3

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

Block 17 - Sticky Note4

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

Block 18 - Sticky Note5

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

Block 19 - Sticky Note6

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

Block 20 - Sticky Note7

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

3. Summary Table

Workflow	Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts
Complexity	advanced
Nodes	20
Categories	CRM, AI Summarization
Author	ResilNext
Published	23 Mar 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/14271/14271.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 Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts 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.

ResilNext

33 workflows

Nodes

n8n-nodes-base.scheduletrigger n8n-nodes-base.set n8n-nodes-base.hubspot n8n-nodes-base.gmail n8n-nodes-base.aggregate @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.outputparserstructured @n8n/n8n-nodes-langchain.lmchatopenai

Complexity

advanced

Published 23 Mar 2026

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/14271/14271.json

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Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Overview

How It Works

Setup Instructions

Use Cases

Requirements

Notes

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Schedule Trigger

Block 2 - Workflow Configuration

Block 3 - Get CRM Deals

Block 4 - Get Recent Emails

Block 5 - Combine Deal Context

Block 6 - AI Deal Intelligence Analyzer

Block 7 - Deal Intelligence Schema

Block 8 - OpenAI Chat Model

Block 9 - Prepare CRM Update

Block 10 - Update CRM Deal

Block 11 - Check Deal Risk

Block 12 - Alert Sales Manager

Block 13 - Sticky Note1

Block 14 - Sticky Note

Block 15 - Sticky Note2

Block 16 - Sticky Note3

Block 17 - Sticky Note4

Block 18 - Sticky Note5

Block 19 - Sticky Note6

Block 20 - Sticky Note7

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