Pipeline Velocity Optimization — Monday Morning Slack Report

Trigger: Scheduled — runs every Monday at 7 AM.

What this automates: The Monday morning pipeline triage. Every deal's velocity is calculated and analyzed automatically. The team gets a prioritized action report before the week starts.

  1. Scheduled trigger fires every Monday at 7 AM
  2. All active HubSpot deals retrieved with stage, created date, last activity date, amount, and owner
  3. Deals formatted into a text table by Zapier Formatter
  4. Claude API analyzes for velocity problems: Critical (stalled 14+ days), At-Risk (7-13 days), Moving deals, Velocity Bottleneck identification, This Week's single top priority
  5. Pipeline velocity report posted to Slack #pipeline-review channel