Weekly Proactive Proof digest for sales reps in Slack

Every Monday at 8am, send each account executive a personalized 'Proactive Proof' Slack message that matches fresh Peerbound moments and customer stories to their open HubSpot deals. The judgment in matching proof to deal context is the whole point, so build this as an agent workflow.

Trigger: a weekly cron, Monday 8am in the org's local time zone.

Step 1. Pull fresh proof from Peerbound. Call Peerbound List Moments and List Stories with updated_since set to one week before the run time. Page through results until done. These are customer quotes, call moments, and customer stories that have been touched in the last seven days.

Step 2. Pull open deals from HubSpot. Call HubSpot Search Deals for deals in active pipeline stages (exclude closed-won and closed-lost). For each deal, request the deal name, industry, use case, deal stage, amount, owner ID, and the associated company's HubSpot ID.

Step 3. Resolve deal owners. For each unique owner ID from step 2, call HubSpot Get Owner to fetch the owner's name and email.

Step 4. Match proof to deals. For each open deal, the agent should pick the 2 or 3 most relevant Peerbound moments or stories by matching industry, persona, and pain point against the proof's tags, customer profile, and content. Important: exclude any Peerbound story or moment whose embedded account.hubspot_id matches the deal's associated company, so a rep never gets pitched their own prospect's quote. If no proof is a strong fit for a deal, skip it. Do not pad.

Step 5. Post per-owner summaries to Slack. Group the surviving matches by deal owner. For each owner with at least one match, post one consolidated message to the shared #sales-proof Slack channel using Send Message. Tag the owner (look up their Slack user by the email from step 3). For each of their deals, include: the deal name, the matched customer name, a one-line quote from the moment or story, a short sentence on why this proof fits the deal, and a link back to the source in Peerbound. Owners with zero matches that week get nothing.

Keep the tone short and skimmable. The whole point is a rep can open the channel Monday morning and walk into their calls with one or two fresh, relevant proof points already lined up.