Exercises 15 · Stale Deal Nudger

Start from workflow/starter.json (triggers, both sources, validation) or your finished lesson workflow.

Exercise 1: Deliver the nudges

Task: Replace Send Nudges (Exercise 1) with a Slack DM (or email) to each owner containing their message.

Done when: running the schedule path sends one message per owner, and owners without stale deals get nothing.

Hint

Add slack_user_id (or email) per owner in Settings and carry it through Group by Owner. The Slack node sends to a user by id.

Exercise 2: Manager roll-up

Task: Also send the sales manager one weekly summary (Mondays): total pipeline at risk, stale count per rep, and the 3 most urgent deals overall.

Done when: the Monday run produces one extra message with those three sections.

Hint

Branch after Group by Owner with an IF on $now.weekday === 1, then a Code node that reduces all owner items into one summary.

Exercise 3: Pipedrive (or any CRM) as a source

Task: Add a second scheduled source, Pipedrive deals (or GoHighLevel opportunities), mapped to the same deal shape.

Done when: deals from the new CRM appear in the digests without changing Find Stale Deals or anything after it.

Hint

Copy Map HubSpot Deals and change only the field names: Pipedrive uses title, stage_id, value, owner_name, last_activity_date. Merge both mappers into Find Stale Deals.