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Pull this week’s sales pipeline from HubSpot, compare it to last week, and write a short report: new deals, stage movement, slipped deals, and forecast. Put the table in Google Sheets and post the highlights to Slack so standup is about change, not a static snapshot.

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Best for

  • Sales managers who need Monday standups with movement, not a static snapshot.
  • Revenue operations leads who need week-over-week pipeline change in one place.

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Connectors

Also works with Salesforce, Attio, Pipedrive, or another CRM.

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Before you start

Connect HubSpot, Sheets, and Slack. Say which pipeline or team to include.

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Prompt the agent

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What to expect

Turn your request into a weekly report that runs on a schedule. You review the connections and instructions before creating the routine.
1

Connect your tools

If you haven’t connected them already, Agent prompts you to connect HubSpot, Google Sheets, and Slack. Follow the connection prompts, then tell Agent which sales pipeline to use, where to put the spreadsheet, and which Slack channel should receive the highlights.
2

Review and create the routine

Agent opens New routine with the title, schedule, time zone, and prompt filled in. Check that it runs every Monday at 9:00 in your time zone. You can refine the instructions before selecting Create routine.
3

Receive your weekly report

Once created, the routine runs on your schedule. It pulls your HubSpot pipeline, compares it with the previous week, and writes the results to Google Sheets: new deals, stage movement, slipped close dates, and changes to the forecast. It posts the highlights to your chosen Slack channel and returns the results to the same Replit chat.
4

Find the routine and check its runs

Open Routines in the Replit sidebar to find the routine, its schedule, and its active status. Select the run count on its card to expand the history and check individual runs. Use the play button to start a run without waiting for Monday, or the switch to pause and resume the schedule.Review the first report before relying on it: pick one new deal and one slipped deal, then compare their stage, amount, and close date in HubSpot with the sheet. Ask Agent in the same chat to adjust the report as your team’s needs change.

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Make it work for you

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Troubleshooting

  • Deal amounts don’t match HubSpot: say which pipeline or team to include, and which amount field to use (amount vs weighted forecast). Check a few deals against HubSpot before you trust the sheet.
  • Slipped deals look wrong: confirm close dates and stages in HubSpot. Ask Agent to treat a deal as slipped only when the close date moved out or the stage went backward.
  • Slack posts to the wrong place: name the channel and whether you want highlights only or a link to the full sheet.

Monitor competitors

Same Slack alerts for sales before a pricing change hits a deal.

Build an investor pitch deck

Same Google Sheets source for founders building the investor financials slide.