Win/Loss Analysis — Post-Close Automation with Monthly Pattern Report

Trigger: HubSpot deal stage changes to Closed Won OR Closed Lost. Monthly pattern report: 1st of each month.

What this automates: Two-layer win/loss intelligence. Every close gets an immediate per-deal debrief written to CRM. Every month, all 30 prior analyses are aggregated into a pattern report for the sales manager.

1. Deal close event detected
2. Full deal history retrieved
3. Claude API conducts win/loss analysis: primary reason, early warning signals, pivotal moment, coaching recommendations
4. Win/loss analysis note written to HubSpot as [AUTO WIN/LOSS ANALYSIS] note
5. Monthly: all analyses aggregated and pattern report emailed to manager