Daily HubSpot account news briefing with NewsWhip and Slack

Build me an agent workflow that gives my sales team a daily account news briefing for our HubSpot target accounts. Trigger: a cron that runs every weekday at 8:00am in the account's local timezone.

Step 1. Use HubSpot's Search Companies operation to pull the list of target accounts. Filter by a property called watchlist equal to true, and also include any company with an open deal owned by an active sales rep. For each company, return at least the company id, name, primary domain, and the HubSpot owner id and owner email.

Step 2. For each company, call NewsWhip's Search Articles (Historical) operation with a Lucene-style query that combines the company name and the root domain, restricted to the last 72 hours. Sort by engagement so the highest-traction stories surface first. Cap results at the top 10 per company to keep cost predictable.

Step 3. For each company, judge whether anything is materially new and sales-actionable. Materially new means one of: funding round or valuation change, executive hire or departure, product launch or major release, lawsuit or regulatory action, layoffs or restructuring, acquisition or merger, public earnings or guidance change, major partnership. Ignore routine PR, syndicated rewrites of old news, and stories that are clearly about a different company with the same name. If nothing material is found, do nothing for this company. No note, no Slack message, no noise.

Step 4. For companies with material news, use HubSpot's Create Note operation to attach a dated note to the company record. The note should include: today's date, a 2 to 4 sentence summary of what changed, why it matters for the next sales conversation, and links to the source articles. Associate the note to the company id.

Step 5. Use Slack's Send a Message operation to DM the HubSpot account owner. Look up the Slack user by the owner's email. The message should be short: one line on what happened, one line on why it matters, and a direct link to the company in HubSpot. If the Slack lookup fails, fall back to posting in #sales-intel and @-mention the owner by name.

Quiet days should produce zero notes and zero Slack messages. The bar is sales-actionable news, not 'something was published'. Log a single summary line at the end of each run with how many companies were scanned, how many had material news, and how many notes and Slack messages were sent.

Additional information

What does this prompt do?

Pulls your target accounts from HubSpot each weekday morning, filtered by a property like watchlist or by the account owner.
Searches the news for each company over the last 24 to 72 hours and looks for material updates: funding rounds, executive moves, product launches, lawsuits, layoffs, partnerships.
Writes a dated note on the HubSpot company record summarizing what is new and why it matters for the next sales conversation.
Sends the account owner a short Slack message with a one-line take and a direct link to the company in HubSpot, only when there is real news worth acting on.

What do I need to use this?

A HubSpot account with permission to read companies and create notes on the company record.
A NewsWhip account, which provides the news feed and engagement signals behind each story.
A connected Slack workspace so the agent can DM account owners or post into a sales channel.
A way to identify your target accounts in HubSpot, for example a watchlist property, a list owner, or a deal stage.

How can I customize it?

Change the schedule. Run it at 8am Monday to Friday, twice a day, or only on Mondays as a weekly briefing.
Change which accounts qualify. Filter by HubSpot property, by account owner, by deal stage, or by industry.
Tune what counts as material. Add or remove categories like funding, exec changes, layoffs, M&A, regulatory news.
Change the delivery. Post to a shared sales channel, DM only the account owner, or skip Slack entirely and rely on the HubSpot note.

Frequently asked questions

Will I get a Slack ping every day for every account?

No. Quiet days produce nothing. The agent only pings the owner when there is real news that maps to one of the categories you care about, like funding, exec moves, launches, lawsuits, or layoffs.

How does it pick which companies to look at?

It pulls from HubSpot using a filter you choose. The most common patterns are a watchlist property, the account owner, or an open deal stage. You can adjust the filter when the workflow is set up.

Where does the news come from?

From NewsWhip, which indexes web articles and ranks them by engagement. That gives a stronger signal than a raw keyword scrape because stories that are gaining real traction surface first.

Does the note actually show up on the company record?

Yes. The agent attaches a dated note to the HubSpot company so the next person who opens the record sees the briefing in the activity timeline, even if they missed the Slack ping.

What if I do not use HubSpot?

The same pattern works with other CRMs we support. You can adapt this prompt to read accounts from Salesforce, Attio, or another CRM and write the briefing back there instead.