Score HubSpot deal conversion risk with OpenAI 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 daily to review all active deals and evaluate their likelihood of closing successfully. It enriches deal data with recent engagement activity and applies AI based be...

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.splitinbatches, n8n-nodes-base.httprequest, @n8n/n8n-nodes-langchain.agent, @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 Avkash Kakdiya.

Original n8n.io source

1.1 Workflow description

Title: Score HubSpot deal conversion risk with OpenAI and Slack alerts
Workflow name: Score HubSpot deal conversion risk with OpenAI and Slack alerts

How it works

This workflow runs daily to review all active deals and evaluate their likelihood of closing successfully. It enriches deal data with recent engagement activity and applies AI-based behavioral scoring to predict conversion probability. High-risk or stalled deals are flagged automatically. Actionable alerts are sent to the sales team, and all analysis is logged for forecasting and tracking.

Step-by-step

Trigger and fetch deals
- Schedule Trigger – Runs the workflow automatically at a fixed time each day.
- Get Active Deals from HubSpot – Retrieves all open, non-closed deals with key properties.
- Formatting Data – Normalizes deal fields such as value, stage, age, contacts, and activity dates.
Enrich deals with engagement data
- If – Filters only active deals for further processing.
- Loop Over Items – Processes each deal individually.
- HTTP Request – Fetches engagement associations for the current deal.
- Get an engagement – Retrieves detailed engagement records from HubSpot.
- Extracts Data – Structures engagement content, timestamps, and metadata for analysis.
Analyze risk, alert, and store results
- OpenAI Chat Model – Provides the language model used for analysis.
  - AI Agent – Evaluates behavioral signals, predicts conversion probability, and recommends actions.
- Format Data – Parses AI output into structured, machine-readable fields.
- Filter Alerts Needed – Identifies deals that need immediate attention.
- Send Slack Alert – Sends detailed alerts for high-risk or stalled deals.
- Append or update row in sheet – Logs analysis results into Google Sheets for reporting.

Why use this?

Automatically identify high-risk deals before they stall or fail
Give sales teams clear, data-driven next actions instead of raw CRM data
Improve forecasting accuracy with AI-powered probability scoring
Maintain a historical deal health log for audits and performance reviews
Reduce manual pipeline reviews while increasing response speed

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 - Loop Over Items

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

Block 7 - HTTP Request

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

Block 8 - Get an engagement

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

Block 9 - AI Agent

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

Block 10 - OpenAI Chat Model

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

Block 11 - Append or update row in sheet

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

Block 12 - Extracts Data

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

Block 13 - Format Data

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

Block 14 - Formatting Data

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

Block 15 - Sticky Note

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

Block 16 - Sticky Note1

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

Block 17 - Sticky Note2

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

Block 18 - Sticky Note3

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

3. Summary Table

Workflow	Score HubSpot deal conversion risk with OpenAI and Slack alerts
Complexity	advanced
Nodes	18
Categories	CRM, AI Summarization
Author	Avkash Kakdiya
Published	05 Jan 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/12474/12474.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 Score HubSpot deal conversion risk with OpenAI 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.splitinbatches n8n-nodes-base.httprequest @n8n/n8n-nodes-langchain.agent @n8n/n8n-nodes-langchain.lmchatopenai

Complexity

advanced

Published 05 Jan 2026

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/12474/12474.json

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Score HubSpot deal conversion risk with OpenAI 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 - Loop Over Items

Block 7 - HTTP Request

Block 8 - Get an engagement

Block 9 - AI Agent

Block 10 - OpenAI Chat Model

Block 11 - Append or update row in sheet

Block 12 - Extracts Data

Block 13 - Format Data

Block 14 - Formatting Data

Block 15 - Sticky Note

Block 16 - Sticky Note1

Block 17 - Sticky Note2

Block 18 - Sticky Note3

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