Account Stakeholder Mapper for HubSpot, Gmail, and Calendar

PromptCreate workflow

Build an agent workflow called Stakeholder Mapper that produces a complete, scored map of every meaningful stakeholder at a target B2B account and recommends the next engagement moves for the deal team.

Trigger: on demand. The user provides a HubSpot company (by ID, domain, or name). Also support an optional batch mode where the user passes a list of HubSpot company IDs (e.g. every open opportunity in a stage) and the agent runs the same flow for each one.

Step 1: resolve the account in HubSpot. Use Search Companies and Get Company to confirm the right record. Then use List Contacts (filtered to that company association) to pull every contact already on the account, capturing name, title, function, seniority, email, phone, last activity date, lifecycle stage, and lead status.

Step 2: gather relationship evidence from the team's own tools.

From Gmail, use List Messages and Get a Thread / Get a Message to find conversations involving anyone on the buyer side. Scope by sender or recipient domain (the company's email domain) and by individual contact emails returned in step 1. Capture counts per stakeholder, who from our side is engaged, last response time, and whether replies have gone quiet.

From Google Calendar, use List Events to find past and upcoming meetings whose attendees include anyone from the buyer domain. Capture meeting count, who attended from both sides, recency, and whether any meetings are on the calendar in the next 14 days.

From Google Drive (optional, only if the user connects it), use List Files and Get File Metadata to find shared decks, proposals, security questionnaires, and order forms that mention the account. Use List Permissions to see which buyer-side people have access to those documents.

Step 3: score each stakeholder on two axes. Influence (likely decision power) is based on title, seniority, function fit for our product, and role on prior deals. Relationship strength is based on email recency and volume, meeting count and recency, document access, and whether they have responded recently. Bucket each person as Champion, Supporter, Neutral, Detractor, or Unknown, and tag a role hypothesis (Economic Buyer, Technical Buyer, Champion, User, Procurement, Legal, Exec Sponsor).

Step 4: identify coverage gaps and risks. Examples: no exec sponsor identified, single point of contact, champion has gone dark for 30+ days, no engagement with procurement or security, only one person from our side is in every thread.

Step 5: recommend the next 3 to 5 concrete engagement moves. Each move should name a specific stakeholder, the suggested action (intro email, exec-to-exec touch, invite to the next demo, ask the champion for a multi-thread intro), and a one-line rationale tied to the gap or signal that justifies it.

Step 6: write the output back where the deal team will see it. In HubSpot, use Create Note to attach a structured stakeholder map to the company record (include the table of stakeholders with role, influence, relationship, last touch, and the list of recommended moves). Then use Create Task to create a follow-up task on the company owner for each of the top recommended moves, due within 3 business days.

Output format for the HubSpot note: a short executive summary (3 to 5 lines: who the key players are, the biggest gap, and the single most important next move), followed by the full stakeholder table, followed by the gap list and the recommended moves. Keep it readable in HubSpot's note view.

Guardrails. Only read email threads and calendar events that involve someone from the target account's email domain or someone already in HubSpot as a contact on the account. Never email the buyer directly from this workflow; it only writes notes and tasks for our internal team. If the agent cannot confidently identify a person's role, mark it Unknown rather than guessing.

Additional information

What does this prompt do?

Builds a complete stakeholder map for any account by combining HubSpot contacts with the people your team has actually emailed, met with, or shared documents with.
Scores each stakeholder for likely influence and current relationship strength so you can see at a glance who is championing the deal and who has gone quiet.
Flags coverage gaps and risks, like a missing executive sponsor, a single point of contact, or a key buyer no one has spoken to in 30 days.
Recommends concrete next moves for each account, so reps know exactly who to email, who to invite to the next call, and which relationships to repair.

What do I need to use this?

A HubSpot login with access to the company and contact records you want to analyze.
A Gmail account connected for the people who own the account, so the workflow can read past email threads with the buyer team.
A Google Calendar account connected, so meetings with the account count toward relationship strength.
Optional: a Google Drive account, so shared decks, proposals, and security reviews factor into the map.

How can I customize it?

Choose what triggers the run: on demand for a single account, weekly across every open opportunity, or before each customer business review.
Adjust the influence model to match your sales motion. For example, weight VP and C-level titles higher, or boost anyone in the procurement function.
Change where the output lands. Drop the stakeholder map as a note on the HubSpot company, send it to the deal owner by email, or post it in a private Slack channel.

Frequently asked questions

Will this work if my team uses HubSpot Free or Starter?

Yes. The workflow only needs read access to contacts, companies, and deals, plus the ability to add notes and tasks. All of that is available on the free and starter tiers.

Does it read every email in my inbox?

No. It only pulls email threads that involve people associated with the target account, and it uses that signal to estimate when each stakeholder was last engaged.

Can I run it across every account at once instead of one at a time?

Yes. Point it at a saved HubSpot view, a list of company IDs, or every open deal in a stage, and it will produce a map for each one in a single run.

How does it decide who is influential?

It combines job title, seniority, function, the volume and recency of contact with your team, and the role each person plays on existing deals. You can tune the weighting to match how your team actually sells.

Where do the recommendations show up?

By default, the workflow writes the stakeholder map and recommended next moves as a structured note on the HubSpot company, and creates follow-up tasks for the deal owner. You can switch the destination to email or Slack.

Stop guessing who really runs the deal.

Connect HubSpot and Google once, and Geni will map every stakeholder, score the relationships, and tell your team who to engage next.

Explore more prompts Create workflow