Weekly customer upsell signals from hiring activity, in Slack

Build me an agent workflow that watches my existing customers for expansion signals from their hiring activity, and runs every Monday at 9am in my local time zone.

Step 1. Use HubSpot Search Companies to pull my current customer accounts. Filter on lifecycle stage equal to customer. For each company return the company id, name, primary domain, and the owner (owner id plus owner email so I can resolve the right Slack user later).

Step 2. For each customer that has a domain, call TheirStack Search Jobs with a 7 day lookback (posted_at_max_age_days = 7), scoping by the company's domain. Pull each posting's title, location, team or department, and the snippet of the description that explains the role.

Step 3. For each customer, read the postings and decide whether they indicate expansion the AE should act on. Treat these as the meaningful signals: a brand new team or function that did not exist before, a new geography or office, a leadership hire (VP, Head of, Director and above), or a technology mentioned in the posting that maps to one of our upsell SKUs. Be conservative. If there is no clear signal, mark the customer as no-signal and skip it.

Step 4. For each customer with a meaningful signal, write a short one-paragraph brief (3 to 5 sentences). The brief should say what they posted, why it suggests expansion, and the suggested upsell motion for the AE. Then use HubSpot Create Note to attach the brief to the company, associated with the company id from step 1.

Step 5. After all customers have been processed, post one consolidated digest using Slack Bot Send a Message to the channel I configure. Group the opportunities by account, and for each one include the company name, a one-line summary of the signal, the suggested motion, and an @-mention of the account owner (look up the Slack user by the HubSpot owner email). If zero customers had a meaningful signal that week, post a single short message saying so rather than a long empty digest.

Rules. Stay silent on customers with no signal — they should not appear in the digest or get a note. Do not write a note unless the signal is real enough to surface in Slack. Deduplicate: if the same role appears at the same company more than once in the lookback window, mention it once. Keep the Slack digest scannable, not a wall of text.

Configurable inputs I should be prompted for: the Slack channel for the digest, the local time zone for the Monday 9am run, the list of upsell SKUs and the keywords or technologies that map to each one, and any HubSpot filter I want to add on top of lifecycle stage = customer (for example scoping to a specific owner, region, or plan tier).

Additional information

What does this prompt do?

Every Monday at 9am, pulls your current customer accounts from HubSpot and looks at every job they posted in the last seven days.
Reads each posting and flags only the ones that suggest real expansion, like a new team, a new region, a leadership hire, or a technology that maps to one of your upsell SKUs.
Writes a short one-paragraph brief on each flagged account and saves it as a note on the company in HubSpot so the account owner has context the moment they open the record.
Posts a single consolidated digest in Slack that tags the right account owner next to each opportunity, and stays silent on customers with nothing worth surfacing that week.

What do I need to use this?

A HubSpot login with access to your companies, owners, and notes.
A TheirStack account for pulling fresh job postings by company domain.
A Slack workspace with a channel where your sales team wants the weekly digest to land.

How can I customize it?

Change the schedule. Move it off Monday at 9am, run it daily, or align it to a regional time zone.
Tune the expansion signals. Tell the agent which roles, regions, and technologies map to which of your upsell SKUs so the briefs read like your team would write them.
Pick the audience. Send to a single deal desk channel, route each opportunity to the account owner's DM, or both.

Frequently asked questions

Will I get spammed on weeks with nothing to act on?

No. The agent stays silent on customers without a meaningful signal. If no account hits the bar that week, the digest is short or skipped entirely, so the channel only fires when something is worth reading.

How does it decide what counts as an expansion signal?

It reads each posting and looks for patterns like a new function or team, a new geography, a leadership hire, or a technology that fits one of your upsell SKUs. You can tell it exactly which signals matter to your business when you set it up.

Where does the brief end up?

Each flagged account gets a short note attached to the company record in HubSpot, so the account owner sees it the next time they open the account. The Slack digest summarizes the same opportunities and links the owners in one place.

Does this only look at brand new customers?

No. It runs against every current customer, defined by lifecycle stage, so long-tail accounts that have been quiet for a while still get watched for fresh hiring activity.

Can I scope it to one segment of customers?

Yes. You can narrow the run to a specific owner, region, plan tier, or any other HubSpot filter, so a single AE or a pod only sees their own book.