Weekly Pipeline Report Generator

1. Create a Google Sheet named "Weekly Pipeline Reports" with a tab for each week (or a single "Current Week" tab). Add columns: Stage, Deal Count, Total Value, Avg Deal Size, Weighted Value, Top Deals. 2. In HubSpot, note your pipeline ID — go to Settings > Objects > Deals > Pipelines and copy the pipeline ID you want to report on. 3. In your automation platform, create a workflow with a scheduled trigger set to every Monday at 8:00 AM. 4. Add a HubSpot node that fetches all deals in your pipeline with status "open." Use the Search API (/crm/v3/objects/deals/search) with a filter on "pipeline" and "hs_is_closed" = false. Request properties: dealname, amount, dealstage, closedate, hubspot_owner_id. 5. Add a Function/Code node that groups deals by stage, then calculates for each stage: total count, sum of amounts, average deal size, and weighted value (amount multiplied by stage probability). Also identify the top 3 deals by value. 6. Add a Google Sheets node that clears the "Current Week" tab and writes the new summary rows. Include a header row with the report date. 7. Add a Gmail node that formats the data into an HTML email table and sends it to your leadership distribution list. Include pipeline total, week-over-week change (if previous week data is available), and the top 3 deals. 8. Add a Slack node that posts a condensed version to #sales-leadership: total pipeline value, number of deals, and any deals expected to close this week.