Receive a Daily HubSpot Deal Pipeline Briefing in Slack
Begin each day with clarity. Get a scheduled daily Slack summary of your entire deal pipeline from HubSpot, so you can prioritize without context-switching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Constant pipeline checking wastes focus. Neurodivergent founders need structured, predictable information delivery to avoid overwhelm and stay organized.
- Start your day with a clear view of your entire pipeline
- Reduce the urge to constantly check HubSpot
- Receive information at a predictable time that fits your routine
- Make faster decisions with all key deal info in one place
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Slack to Notis.
- 2Create an automation titled 'Daily Pipeline Briefing' with this prompt: 'Every weekday at 9am, send me a Slack message with a summary of all active deals in HubSpot, including deal name, stage, and next steps.'
- 3Select 'Scheduled (Cron)' as your trigger, set it to run daily at your preferred time, and pick your personal Slack DM as the reporting channel.
- 4Test by running the automation manually and reviewing the summary format, then adjust the prompt if needed.
Questions about this workflow
Can I change when the summary is sent?
Yes. Edit the automation to specify any time (e.g., 'every morning at 8am' or 'every Friday at 4pm') and any frequency (daily, weekly, or every other day).
What if I'm out of office? Will reminders stop?
You can edit the prompt to only run on business days, or manually pause the automation from the Notis portal until you're back.
Can the summary include only certain deal types or amounts?
Absolutely. Edit your prompt to filter the pipeline, like 'only deals over $50k' or 'only deals in Negotiation stage'.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Slack. A trigger fires from one place; an action lands in another.
Hubspot triggers
Slack actions
Contact Created Trigger
Contact Created Trigger
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Not just Hubspot and Slack. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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