Active deals health check agent

Why you need it‍

Active deals often look fine in the pipeline but can quietly stall. Close dates slip, last contact gets older, and no one notices until it is too late. This agent gives you a simple weekly view of deal health. It pulls active deals from HubSpot, summarizes key info like deal size, last communication, close likelihood, and next activity date, then ranks each one as Green, Yellow, or Red. Any deal with a past close date is flagged as Red and the agent prompts you to either move the close date forward or convert it to Closed Lost with a reason. You get a clear picture of where to focus and a gentle push to keep your pipeline honest.

What you need in Vellum

• HubSpot integration with access to deals
• Fields for deal amount, last activity date, close probability, next activity date, close date, and stage
• Logic that assigns Green, Yellow, or Red based on recency, next steps, and close date
• A check that flags deals with past close dates as Red
• A step that prompts the user to move the close date or mark the deal as Closed Lost with a reason
• An output channel for the weekly update such as Slack, email, or Notion
• A weekly schedule trigger to run the agent and send the summary