Monitor deal risk from HubSpot and Gmail with GPT-4.1 mini and Slack alerts

Description

Overview
This workflow helps sales teams automatically monitor deal health and detect risks early.

It pulls deal data from your CRM and combines it with recent email activity. Using AI, it analyzes engagement, identifies objections, and assigns a risk score. High-risk deals are flagged and alerts are sent so your team can take action quickly.

How It Works

Scheduled Trigger
The workflow runs daily to monitor active deals.

Configuration
Defines key settings like deal stages, email lookback period, and risk threshold.

Data Collection
Fetches deals from your CRM
Retrieves recent email conversations

Context Combination
Merges deal data and email activity into a single dataset for analysis.

AI Analysis
AI reviews the combined data to:
Identify objections
Suggest next steps
Detect risk signals
Assign a risk score (0–100)

CRM Update
The workflow updates each deal with:
Objections
Next steps
Risk score
Risk summary

Risk Evaluation
Compares the risk score against a defined threshold.

Alerting
If the deal is high-risk, a Slack alert is sent to notify the sales team.

Setup Instructions

Connect HubSpot credentials (for deals)
Connect Gmail credentials (for email data)
Connect OpenAI credentials (for analysis)
Connect Slack credentials (for alerts)
Configure the Workflow Configuration node:
Set deal stage filters
Define email lookback days
Set risk score threshold
Ensure CRM fields exist for:
objections
next_steps
risk_score
risk_summary
Test with sample deals
Activate the workflow

Use Cases

Identifying deals at risk before they are lost
Tracking customer objections automatically
Improving sales follow-up with clear next steps
Monitoring engagement across deals
Alerting managers about critical deals in real time

Requirements

HubSpot account (or replace with your CRM)
Gmail account (for email data)
OpenAI API access
Slack workspace (for alerts)
n8n instance with proper credentials configured

Notes

You can adjust the risk threshold based on your sales process.
AI prompts can be customized to match your sales methodology.
This workflow can be extended to include CRM filters for specific pipelines or teams.