Weekly Win/Loss Digest
Every week, a Slack digest of what you won and lost — and the patterns behind it.
Wins and losses slip past unexamined, and the same loss reasons repeat. Each week this recipe pulls every HubSpot deal you closed-won and closed-lost, normalizes the loss reasons to your CRM taxonomy, tallies competitor mentions from actual notes and fields, and computes win rate, average deal size, and the stage where deals die most. It distills three to five patterns worth acting on — each backed by named deals — and drafts a scannable Slack post shown exactly as it would appear. You approve before it posts; a quiet week still gets an honest digest.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Resolve the window, channel, and last-run state from memory so the same week is never digested twice.
workflow orchestratorPull won and lost deals closed in the window with amount, stage history, owner, loss reason, and notes.
crm scannerNormalize loss reasons, compute cycle length and size per deal, and bucket outcomes.
deal analyzerTally competitor mentions from actual note and field text across won and lost deals.
competitive intelRoll up win rate, average won and lost size, total value, and the most common losing stage.
data analystTurn the numbers into three to five patterns worth acting on, each backed by named deals.
sales insight analystAssemble the digest: scoreboard, patterns, competitor table, and deal list.
report formatterDraft the Slack post for the designated channel, exactly as it would appear.
slack channel operations agentStage the post for one-click approval; without Slack, hold the full digest in-hub and say so.
distributorRequired Agents
9- workflow-orchestrator
- crm-scanner
- deal-analyzer
- competitive-intel
- data-analyst
- sales-insight-analyst
- slack-channel-operations-agent
- distributor
- report-formatter
Connections
Required
Optional
What it does
- Weekly pull of closed-won and closed-lost HubSpot deals
- Loss reasons normalized to your CRM taxonomy or clustered from free text
- Competitor mentions tallied from actual notes and loss fields
- Win rate, average deal size, and the stage where deals die
- Three to five patterns, each backed by named deals
- Slack post staged for approval — never auto-posts
- Zero-close weeks produce an honest, quiet digest
- Idempotent per week — one digest, restated on rerun
Example prompt
It's Monday — pull last week's wins and losses from HubSpot and post the digest with patterns to our #sales channel in Slack.
Ready to deploy Weekly Win/Loss Digest?
Start free. One click, full agent orchestration.
Get Started Free →