Monitor HubSpot deal risk with OpenAI scoring and Slack alerts

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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 active HubSpot deals and their latest engagement activity. It applies AI driven behavioral scoring to predict conversion probabili...

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.hubspot, n8n-nodes-base.if, n8n-nodes-base.slack, n8n-nodes-base.httprequest, @n8n/n8n-nodes-langchain.agent, @n8n/n8n-nodes-langchain.lmchatopenai, n8n-nodes-base.googlesheets

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: Monitor HubSpot deal risk with OpenAI scoring and Slack alerts
Workflow name: Monitor HubSpot deal risk with OpenAI scoring and Slack alerts

How it works

This workflow runs on a daily schedule to analyze all active HubSpot deals and their latest engagement activity. It applies AI-driven behavioral scoring to predict conversion probability and deal health. High-risk or stalled deals automatically trigger Slack alerts. All insights are logged in Google Sheets for forecasting and performance tracking.

Step-by-step

Step 1 – Trigger and collect active deals
- Schedule Trigger – Runs the workflow automatically at a fixed time each day.
- Get Active Deals from HubSpot – Retrieves all non-closed deals with key properties like value, stage, and activity dates.
- Formatting Data – Cleans and normalizes deal data while calculating metrics such as deal age and inactivity duration.
Step 2 – Enrich deals with engagement data
- If – Filters only active deals to ensure closed deals are excluded.
- Loop Over Items – Processes each deal individually to handle enrichment safely.
- HTTP Request – Fetches engagement associations linked to each deal.
- Get an engagement – Retrieves detailed engagement records from HubSpot.
- Extracts Data – Structures engagement content, timestamps, and internal notes for AI analysis.
Step 3 – Analyze risk and notify the team
- AI Agent – Analyzes behavioral signals and predicts conversion probability, risk level, and next actions.
- Format Data – Parses the AI output into structured fields and risk indicators.
- Filter Alerts Needed – Identifies deals that require immediate attention.
- Send Slack Alert – Sends a detailed alert with risks, signals, and recommended actions.
- Append or update row in sheet – Stores analysis results in Google Sheets for tracking and forecasting.

Why use this?

Detect deal risk early using consistent, AI-based analysis
Reduce manual pipeline reviews for sales managers
Provide clear, actionable next steps to sales reps
Keep a historical log of deal health and forecasts
Improve close rates through timely, data-driven intervention

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 1.2

Block 2 - Get Active Deals from HubSpot

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

Block 3 - Filter Alerts Needed

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

Block 4 - Send Slack Alert

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

Block 5 - If

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

Block 6 - HTTP Request

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.3

Block 7 - Get an engagement

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

Block 8 - AI Agent

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

Block 9 - OpenAI Chat Model

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

Block 10 - Append or update row in sheet

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

Block 11 - Extracts Data

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

Block 12 - Formatting Data

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

Block 13 - Sticky Note1

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

Block 14 - Sticky Note2

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

Block 15 - Sticky Note3

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

Block 16 - Loop Over Items1

Type / Role: n8n-nodes-base.splitInBatches - splitInBatches
Config choices: Version 3

Block 17 - Format Data1

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

Block 18 - Sticky Note4

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

3. Summary Table

Workflow	Monitor HubSpot deal risk with OpenAI scoring and Slack alerts
Complexity	advanced
Nodes	18
Categories	CRM, AI Summarization
Author	Avkash Kakdiya
Published	08 Jan 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/12577/12577.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 HubSpot deal risk with OpenAI scoring 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.

Avkash Kakdiya

115 workflows

Nodes

n8n-nodes-base.scheduletrigger n8n-nodes-base.hubspot n8n-nodes-base.if n8n-nodes-base.slack n8n-nodes-base.httprequest @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatopenai n8n-nodes-base.googlesheets

Complexity

advanced

Published 08 Jan 2026

Likes 0

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Install path: /data/workflows/12577/12577.json

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Monitor HubSpot deal risk with OpenAI scoring and Slack alerts

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 - Schedule Trigger

Block 2 - Get Active Deals from HubSpot

Block 3 - Filter Alerts Needed

Block 4 - Send Slack Alert

Block 5 - If

Block 6 - HTTP Request

Block 7 - Get an engagement

Block 8 - AI Agent

Block 9 - OpenAI Chat Model

Block 10 - Append or update row in sheet

Block 11 - Extracts Data

Block 12 - Formatting Data

Block 13 - Sticky Note1

Block 14 - Sticky Note2

Block 15 - Sticky Note3

Block 16 - Loop Over Items1

Block 17 - Format Data1

Block 18 - Sticky Note4

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