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AI Agents
Why you need it
Closed Lost deals often get tagged and forgotten. The real value sits in the patterns. Are you losing on price, missing features, slow response times, or a specific competitor. This agent looks at every deal marked Closed Lost in HubSpot for the week, pulls out key details, and surfaces the real themes behind the losses. You get a simple Friday update that helps Sales adjust their approach and gives Product clear input on gaps, instead of digging through scattered notes.
What you need in Vellum
- HubSpot integration with access to deals
- A way to filter for deals with status Closed Lost
- Fields for deal size, loss reason, competitor, and stage
- A prompt or logic block that groups and counts recurring themes
- Slack or Notion integration for sending the weekly update
- A weekly schedule set to run every Friday
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sucCCESS STORIES
Hear it from our customers
We know the power of AI, but how do we make it secure and ensure that we're not compromising privacy and security while still providing value? Vellum has been a big part of accelerating that experimentation part, allowing us to validate that a feature is high-impact and feasible.
We sped up AI development by 50 percent and decoupled updates from releases with Vellum. This allowed us to fix errors instantly without worrying about infrastructure uptime or costs.
Vellum helped us quickly evaluate prompt designs and workflows, saving us hours of development. This gave us the confidence to launch our virtual assistant in 14 U.S. markets.
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