AI agent: Automated Notifications via Hubspot Workflow

You can automatically send Slack notifications (or email, in-app notification etc.) whenever an AI Agent in ImpactPilot (e.g. Risk Detection Agent) detects a new signal. This ensures your team is immediately informed without having to check HubSpot manually.

1. Use Case Example

In this example, we’ll configure a workflow so that when the Risk Detection Agent identifies a new risk, HubSpot sends a Slack message to the company owner (or to a chosen Slack channel).

2. Creating the Workflow in HubSpot

Go to HubSpot → Workflows.
Click Create Workflow from Scratch.
Set up the trigger criteria:
- Go to Company Properties.
  Select Risk Detection Agent.
  Add conditions:
  - Updated in the last day
  - Not equal to “None” (ensures only new detections trigger).
Enable Re-enrollment so the workflow can trigger multiple times in the future when new risks are detected.
Save and continue.

3. Configuring the Slack Notification

In the workflow editor, go to the Actions panel on the left.
Scroll to Integrated Apps → select Slack.
- ⚠️ If Slack isn’t listed, first click Install App and connect Slack to HubSpot.
  Choose Send a Slack Notification.
  Configure the message:
- Recipient: Company Owner (or a specific channel).
- Message: e.g.

🚨 New Risk Detected  
Company: {{Company Name}}  
Risk: {{Risk Detection Agent}}

Save the workflow.

4. Result

Now, whenever the Risk Detection Agent updates with a new risk, HubSpot will automatically send a Slack notification.

Example notification in Slack:

🚨 New Risk Detected

Company: Acme Corp

Risk: Renewal Risk

Clicking the notification takes you directly to the company profile in HubSpot for follow-up.

5. Summary

With this workflow you can:

Keep your team instantly updated on AI Agent detections.
Route important signals (e.g. risks, opportunities) to Slack channels or owners.
Ensure faster response times on customer health issues.