Scheduled workflow with Beagle
HubSpotSlack

Post a revenue digest.

Beagle watches HubSpot for when a deal changes stage or a new contact lands, then posts it to Slack - and waits for your nod before anything goes out.

01

How it runs.

Describe the job once, in the channel. Beagle runs it on schedule and holds every send for your nod. The same run lands in Slack, Microsoft Teams, or over email.

#revenue
Maya4:32 PM

@beagle every Monday morning, read the deals in HubSpot and post the recap here for my nod.

BeagleApp4:32 PM

On it. First one lands Monday morning - drafted, held here for your nod.

Monday, 8:04 AM
BeagleAppOn schedule8:04 AM

Right on schedule - here's the run. One nod and it posts.

Post a revenue digestHubSpot 路 Slack
HubSpot
Read 路 HubSpot

Reads the deals and pulls what changed.

Slack
Tell 路 Slack

Posts here and holds for your nod.

Held for your nodNothing goes out until you approve. Correct it once and Beagle remembers.
Maya8:06 AM

Approve. That used to eat half my day.

BeagleApp8:06 AM

Posted. Next one lands Monday morning.

Message #revenueBeagle is typing
02

What it feels like.

  1. When a deal changes stage or a new contact lands

    Beagle catches it in HubSpot and runs every step of the post a revenue digest - you approve once, in Slack.

  2. Ask across the whole stack, in plain language

    "Where did this one get stuck?" Beagle answers from HubSpot and Slack together, with the receipts attached.

  3. Nothing fires without you

    Every send is held in Slack for your nod. Correct it once and Beagle remembers.

03

Common questions.

Can Beagle run this post a revenue digest across HubSpot and Slack?

Yes. Connect each tool with OAuth and Beagle runs the steps for you from Slack or Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.

What kicks the workflow off?

It runs on the schedule you set, and any time you ask in the channel. Beagle reads the deals in HubSpot and brings the recap to you.

Do I need Zapier, Make or a workflow builder?

No. There is no canvas to wire up. You describe the job once in plain language, or let Beagle run it on a schedule, and it handles the steps as a teammate would.

Is it secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing posts to Slack until you approve it.

Can I change the steps or the tools?

Yes. Swap any tool, add a step, or tell Beagle to do it differently. The flow works the same in Slack and Microsoft Teams.

How long does setup take?

Minutes. Add Beagle to your workspace, connect HubSpot and Slack with OAuth, and describe the job in the channel. The first run can happen the same afternoon.

Post a revenue digest,
handled.