Map every stakeholder at an account in one click

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.