What problem does it solve?
Open deals quietly rot in the CRM: reps forget to log activity, leave next steps and close dates blank, let deals sit in one stage for weeks, and miss task due dates. These issues usually surface only in a weekly pipeline review, days after they could have been fixed. This Skill runs a daily automated scan that catches hygiene problems the same day and pushes them directly to the people responsible.
Core Features & Use Cases
- Four-rule hygiene scoring: Evaluates every open HubSpot deal against staleness (no logged activity), incompleteness (missing next step or close date), stage stalls, and overdue tasks.
- Slack nudges and escalation: Sends each rep one grouped Slack message listing their flagged deals and the concrete fix needed, then posts the day's worst offenders — ranked by rules tripped, amount at risk, and days idle — to a manager escalation channel.
- Read-mostly safety: The only HubSpot write is an internal hygiene flag on the deal; stage, owner, and amount are never modified, and each run recomputes from current CRM state with no carryover.
- Use Case: A sales manager schedules the daily cron; each morning reps wake up to a Slack message like "Deal Acme Corp — stalled 21 days, missing close date — set a close date or move it forward," while the manager sees the top five at-risk deals in one escalation post.
Quick Start
Ask the agent to run the pipeline hygiene scan and nudge any reps whose open HubSpot deals trip the staleness, completeness, stall, or overdue-task rules.
