Trigger: Scheduled — runs every Monday at 8 AM.
What this automates: Weekly deal qualification review. Every active deal gets an objective MEDDPICC scorecard delivered to the rep before the week starts.
- Scheduled trigger fires every Monday at 8 AM
- Active deals retrieved from HubSpot
- Deal notes pulled for each deal
- Claude API scores each deal against MEDDPICC: Strong/Weak/Missing per element, Overall Deal Health, Top 3 Gaps with questions, Recommended Next Action, Deal Risk level
- MEDDPICC scorecard written to HubSpot as CRM note
- Slack DM sent to each deal owner