Daily Stalled Deal Nudge Workflow for HubSpot, Gong, Gmail, Slack

Build me an agent workflow that finds my stalled HubSpot deals every weekday morning and hands each rep a personalized re-engagement draft so nothing rots in the pipeline.

Trigger: cron at 8am America/New_York, Monday through Friday.

Each run, the agent should do the following:

1. Use HubSpot Search Deals to find open deals (any pipeline stage that is not closed-won or closed-lost) where the last activity date is more than 14 days ago and the deal amount is above $10,000. Make the 14-day stall window and the $10,000 amount threshold easy to tweak.

2. For each stalled deal, use HubSpot Get Deal to load the full deal record along with the associated primary contact and the deal owner.

3. Use Gong List Calls in Folder to pull the most recent calls associated with that account or contact, and summarize the last conversation themes (pain points discussed, blockers raised, next steps that were promised but never happened).

4. Draft a short, personalized re-engagement email to the contact. Reference what was last discussed on the Gong call, acknowledge the silence without guilt-tripping, and propose one concrete next step (a 20-minute call, a tailored case study, or a quick async update). Keep it under 120 words and signed by the deal owner.

5. Use Gmail Create a Draft in the deal owner's Gmail account so the rep can review, edit, and send. Do not send automatically.

6. Use HubSpot Create Task tied to the deal with a subject like "Review re-engagement draft and send", a due date of today, and assigned to the deal owner.

7. Group all stalled deals by deal owner and use Slack Send a Message to DM each rep a ranked list of only their own stalled deals, sorted by amount descending, with each line showing deal name, contact, days since last activity, amount, and a link to the Gmail draft plus a link to the HubSpot deal. Each rep should only see their own pipeline.

If a rep has zero stalled deals on a given day, skip the Slack DM for them entirely. If Gong has no recent calls for a deal, fall back to the most recent HubSpot notes or email logs for context instead.

Additional information

What does this prompt do?

Runs at 8am ET on weekdays and finds open HubSpot deals above your amount threshold with no activity in the last 14 days.
Pulls each deal plus its primary contact, then surfaces recent themes from the latest Gong calls so the email lands in context.
Drafts a short, personalized re-engagement email in the deal owner's Gmail account proposing a concrete next step.
Creates a HubSpot task tied to the deal with a due date of today and DMs each rep a ranked list of their stalled deals in Slack with the drafts linked.

What do I need to use this?

A HubSpot account with permission to read deals and contacts and create tasks.
A Gong account so the agent can pull recent calls and conversation themes for context.
Gmail connected for each rep whose drafts you want created in their account.
A Slack workspace where the agent can DM each deal owner.

How can I customize it?

Adjust the stall threshold (default 14 days of no activity) and the minimum deal amount to match your pipeline.
Change the cadence or time. 8am ET on weekdays is a common pick, but Tuesday or Thursday only works well too.
Tweak the email tone and the next-step suggestion (book a call, share a case study, reconfirm budget) to match your team's playbook.

Frequently asked questions

What counts as a stalled deal?

By default, any open deal with no logged activity in the last 14 days and an amount above your threshold. You can tighten or loosen either filter when you set the workflow up.

Does the agent send the emails automatically?

No. It creates Gmail drafts in each rep's own account so they can review, edit, and hit send. Nothing leaves the inbox without a human.

How does it personalize each email?

It reads the deal and contact properties from HubSpot and pulls recent Gong calls to surface the last conversation themes, then references that context and proposes a concrete next step.

How do reps know which deals to look at first?

Each rep gets a Slack DM with their stalled deals ranked, plus a HubSpot task created against each deal due today, so the queue is visible in both places.

Can I run this only for certain pipelines or reps?

Yes. Scope the HubSpot search to a specific pipeline, deal stage, or owner list when you build the workflow.