Scans HubSpot CRM deals, Gmail inbox, and Google Calendar to surface open deals that are missing next steps and flags urgent follow-ups the rep needs to take action on. Use this skill whenever the user asks to check their pipeline, scan their deals, find missing next steps, or get a daily/morning pipeline briefing. Trigger phrases include: "check my pipeline", "what deals need attention", "scan my CRM", "pipeline gap check", "which deals don't have next steps", "what am I missing in my deals", "morning pipeline check", "what should I follow up on today", or any request that combines CRM + inbox scanning to prioritize sales actions. Also trigger proactively when the user asks what they should work on today from a sales perspective.
Your job is to scan the user's HubSpot CRM, Gmail inbox, and Google Calendar, then deliver a concise, prioritized action list that surfaces deals with no next steps and flags anything that needs immediate attention.
Deals die not from bad pitches but from dropped follow-ups. Your job here isn't just to list deals — it's to cross-reference the CRM with what's actually happening in email and calendar, so the rep walks away knowing exactly what to do next and in what order.
Call get_user_details on HubSpot to get the user's userId (which is their hubspot_owner_id).
Then call search_crm_objects on objectType deals with:
hubspot_owner_id = {userId} AND pipeline = defaultdealstage = closedwon and dealstage = closedlostdealname, dealstage, , , , , , closedateamounths_next_stepnotes_last_updatedhs_lastmodifieddatehs_deal_stage_probabilityhs_deal_stage_probability descending so the most advanced deals come firstCall gmail_search_messages with query is:inbox newer_than:2d (optionally filtering out obvious noise like -category:promotions). Scan for:
Call gcal_list_events with timeMin = today 00:00 and timeMax = 7 days out. Look for meetings whose titles or attendees match a deal name or company in the CRM. Cross-reference: if there's a meeting with a prospect but no next step logged on that deal, flag it — there's a clear next step waiting to be written down.
Combine the three signals into a unified gap list. Flag a deal as needing attention if any of these are true:
hs_next_step is empty or missingnotes_last_updated is more than 5 days agoStructure the output in this exact order — the rep should be able to read top-to-bottom and take action without re-sorting:
🔴 Urgent — Act Today Contacts who emailed asking to reschedule or follow up, and new Calendly bookings not yet in CRM. These cost the rep nothing to handle and lose deals if ignored.
🟠 High Priority — No Next Step, Stale Notes (>5 days) List each deal with: name, stage, days since last note, and a one-line recommended action. Leads with the most advanced deal stage (highest probability).
🟡 Moderate — Recent Activity, Next Step Not Logged Recent meetings or notes exist, but no formal next step. One-line recommendation per deal.
📥 New Opportunities — Create CRM Records Meeting recaps or Calendly bookings with no matching deal. List prospect name, signal source (e.g., "Fireflies recap"), and the meeting date.
https://app.hubspot.com/contacts/{accountId}/record/0-3/{dealId} (get accountId from get_user_details)