Weekly customer health digest for sales reps (HubSpot + PostHog + Resend)

Every Monday at 8am in each user's timezone, send each account executive a personalized customer health digest by email.

Trigger: cron, weekly, Monday at 8am local time. Let the user pick the exact send time when they set this up.

Step 1. Call HubSpot List Owners to enumerate every account executive in the account. Treat each owner as one digest recipient.

Step 2. For each AE, call HubSpot Search Deals twice in the user-selected pipeline: once for their open opportunities (dealstage not in closed-won or closed-lost, sorted by amount desc), and once for deals they closed in the last 14 days (closedate within the last 14 days). Pull amount, stage, close date, last-modified date, the associated company, and the primary contact's email so we can extract the company domain.

Step 3. Build the set of distinct company domains across that AE's open and recently-closed deals. Then call PostHog Execute HogQL Query to fetch product usage signals for those domains over the last 14 days. The HogQL query should return, per domain: 7-day DAU, 14-day DAU, count of the user-selected "active usage" events, last activity timestamp, and a simple 7d-vs-prior-7d trend (up, flat, down). Let the user pick which PostHog event names count as active usage when they configure the workflow.

Step 4. Synthesize a per-AE digest with three ranked sections:

Heating up: accounts where the 7d trend is up AND the deal has advanced a stage in the last 14 days. Lead with the strongest signal.

Going cold: accounts on a late-stage open deal (proposal, negotiation, contract sent) where 7d DAU dropped 30%+ vs prior 7d or last activity is older than 7 days. These are the urgent saves.

Needs outreach this week: open deals that haven't had a contact note or stage change in 10+ days, with a one-line suggested opener tailored to the usage signal (e.g. "Saw your team ran 40+ workflows this week, want to walk through the enterprise tier?" or "Noticed activity dropped, anything blocking the rollout?").

Each row should show: account/company name, deal amount, deal stage, the usage trend in plain words, and the suggested first-line message. Keep the email scannable, no more than ~8 accounts per section.

Step 5. Send the digests via Resend Send Batch Emails in a single call. One email per AE, personalized, with subject line like "Your customer health digest, week of {Monday's date}". From address should be a verified domain the user supplies. Skip any AE who has zero open and zero recently-closed deals so we don't spam empty inboxes.

User-configurable inputs at setup time: HubSpot pipeline ID, the list of PostHog event names that count as active usage, the cron send time, the Resend from-address, and an optional "send a preview to me first" toggle that routes the entire batch to one address for review.

Match HubSpot deals to PostHog data by company domain (the part after @ in the primary contact's email). If multiple contacts share a deal, use the contact whose email domain matches the associated company's domain field, falling back to the most recently-modified contact.

Additional information

What does this prompt do?

Looks up every account executive in your CRM and pulls each one's open opportunities and recently-closed deals.
Layers product usage on top of the pipeline. Which accounts are climbing in daily active users, which have gone quiet, and which just had a milestone event.
Writes each AE their own digest. Heating up, going cold, needs outreach this week, and a suggested first-line message for each account.
Sends every rep their personalized email in one batch on Monday morning, in their own timezone.

What do I need to use this?

A HubSpot login with access to the sales pipeline and the account executive owners.
A PostHog account with the product events you use to measure active usage.
A Resend account with a verified sending domain so the digests land in inboxes, not spam.

How can I customize it?

Pick which HubSpot pipeline counts. Most teams run this on their primary sales pipeline and skip renewals or partner deals.
Define what active usage means for you. Pass in the PostHog events that signal a customer is really using the product (workflow runs, key feature events, logins).
Change the send time. Default is Monday 8am in each rep's local timezone, but you can move it to Friday afternoon or twice a week.

Frequently asked questions

What does each AE actually receive on Monday morning?

One email per rep, ranked into three sections. Heating up shows accounts where product usage is climbing and the deal stage is advancing. Going cold flags late-stage deals where usage has dropped. Needs outreach this week lists the accounts the rep should touch by Friday, with a suggested opening line for each.

Does this work if my CRM and product analytics don't share customer IDs?

Yes. The digest matches accounts by company domain (the part after the @ in the contact email), which is the field both tools usually have in common. You can also point it at a custom property if you have a shared account ID.

Will every account executive get an email, or only the ones with active deals?

By default only AEs with at least one open or recently-closed deal get an email, so reps with empty pipelines aren't pinged. You can flip that to send to all reps if you want it as a coverage check.

How is this different from a HubSpot dashboard or a Monday report?

A dashboard makes the rep go look. This pushes a written digest, ranked and explained, into each rep's inbox before their first meeting. It also blends pipeline data with product usage, which a CRM-only dashboard can't show.

Can I preview a digest before Geni sends it to the whole team?

Yes. Run the workflow on demand and route the batch to your own email first. Once the copy and ranking look right, switch the recipients back to the full AE list.