Analyze lost HubSpot deals and generate revival strategies with OpenAI
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 16 nodes and runs on a schedule (every day at 09:00). Along the way it connects HubSpot, Slack, Gmail and Google Sheets and 1 more.
How it runs
Trigger: On a schedule (every day at 09:00).
- Get many deals (HubSpot): get many (deal)
- If: checks a condition and branches into true / false
- Edit Fields (Edit Fields (Set)): sets 7 fields: dealName, amount, lostReason…
- Brief Explanation Creator (OpenAI): uses OpenAI
- Merge: merges the data from its input branches
- Code: runs custom JavaScript code
- Feedback Creator (OpenAI): uses OpenAI
- Merge: merges the data from its input branches
- Code: runs custom JavaScript code
- Code: runs custom JavaScript code
…plus 5 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - HubSpot
n8n-nodes-base.hubspot - If
n8n-nodes-base.if - Edit Fields (Set)
n8n-nodes-base.set - Code
n8n-nodes-base.code - Slack
n8n-nodes-base.slack - Merge
n8n-nodes-base.merge - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets - OpenAI
@n8n/n8n-nodes-langchain.openAi
From the author
How it works This workflow runs on a daily schedule to analyze all Closed–Lost deals from your CRM and uncover the true reason behind each loss. It uses AI to classify the primary loss category, generate a confidence-backed explanation, and then create a…