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Home · Business tools · HubSpot pipeline on a board, and Friday follow-ups drafted for you

Recipe 10 min

HubSpot pipeline on a board, and Friday follow-ups drafted for you

A HubSpot workflow feeds Google Sheets, Looker Studio shows the pipeline on a screen, and on Friday you get a batch of follow-ups from the board — not a one-off quiet-deal hunt.

Updated 17 Oct 2026

The prompt · ChatGPT

Open in ChatGPTOpen in Claude

Set up my HubSpot pipeline board and Friday follow-ups.

If my data from this tool is available to you in this chat through a connected app, use it and tell me which records you used; if not, work only from the export or text I've pasted below.

Pipeline stages: [list]
Board tiles I want: [e.g. deals by stage, value by owner, won this month]
Friday follow-up rule: [e.g. no activity for 10 days]

Ask me up to 3 short questions first if anything important is missing. Wait for my answers.

Then:
1. The Google Sheets row the workflow should insert (up to 20 cells), with the HubSpot property for each.
2. A Looker Studio layout with up to six tiles and a 'data as of' tile.
3. For Friday only: from the board/sheet data, quiet deals biggest first, each with a two-line follow-up (this is the weekly batch, not an ad-hoc quiet-deal search).
4. With write access, show any task or note you'd create and wait for my approval.

The board is only as fresh as the last export or refresh, so show the 'data as of' date and time on the board. Use only what I've given you, leave blanks for any price or fact I haven't given, and don't invent anything. UK English.

Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.

What you get (sample answer)

Workflow row map: deal name | stage | amount | owner | last activity | close date (6 of 20 cells used).
Board tiles: deals by stage | value by owner | won this month | data as of.
Friday batch (quiet 10+ days): Hartley 4,800 — "Hi Tom, still happy to lock a start week…"; Moss 2,100 — "Hi Dan, shall we jump on a quick call…"
Approve any HubSpot tasks before they're created.

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