Monday customer health digest emailed to every account executive

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.