How it works This workflow runs daily to review all active deals and evaluate their likelihood of closing successfully. It enriches deal data with recent engagement activity and applies AI-based behavioral scoring to predict conversion probability. High-risk or stalled deals are flagged automatically. Actionable alerts are sent to the sales team, and all analysis is logged for forecasting and tracking. Step-by-step Trigger and fetch deals** Schedule Trigger – Runs the workflow automatically at a fixed time each day. Get Active Deals from HubSpot – Retrieves all open, non-closed deals with key properties. Formatting Data – Normalizes deal fields such as value, stage, age, contacts, and activity dates. Enrich deals with engagement data** If – Filters only active deals for further processing. Loop Over Items – Processes each deal individually. HTTP Request – Fetches engagement associations for the current deal. Get an engagement – Retrieves detailed engagement records from HubSpot. Extracts Data – Structures engagement content, timestamps, and metadata for analysis. Analyze risk, alert, and store results** OpenAI Chat Model – Provides the language model used for analysis.
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