Workflows / Sales & RevOps, Founders

Monday pipeline review

What moved in HubSpot last week, what got stuck, and what the buyer said on the call.

HubSpot CRM Gong calls
Try this workflow
The promptFree
Run my Monday pipeline review for the last 7 days.

1. Use hubspot_list_deal_pipelines for the stage names, hubspot_list_recent_deals for deals created or changed in the period, and hubspot_list_owners to name each owner.
2. Use gong_list_calls for the same period. For calls that match a deal's company, use gong_get_call_analysis.

Format: total pipeline value and change, then a table by owner (deals advanced, deals stalled, value), then the five deals most worth attention, each with its stage, amount, last activity and one line from the related call if there is one. Flag any deal over 30 days in the same stage.

Use my SingleBrain Gateway tools for this, such as hubspot_list_deal_pipelines. Only use numbers the tools return. If you cannot see SingleBrain tools, stop and tell me to connect SingleBrain Gateway at https://gateway.singlebrain.com first.
Open in Claude
What it does, 5 calls
01Reads your pipelines and stage namesDeal pipelinesFree
02Finds deals created or changed in the periodRecent dealsFree
03Maps each deal to its ownerList ownersFree
04Finds the calls held in the same periodList callsFree
05Reads Gong's own summary of the calls about moving dealsCall summaryFree
One runFree on your accounts
You get, an example

Deals by owner, anything stuck over 30 days flagged, and a line from the matching call.

14 deals advanced, $312k moved to Proposal
Stalled: Northwind, 41 days in Discovery, no call since September
Acme call: "budget is approved, legal is the blocker"
✓ It reads your data and changes nothing, and every call shows up in your activity log.

Example only. Not customer data.