Get Weekly Deal Insights Automatically
Every Friday, Notis analyzes your HubSpot deals and logs win rates, average deal sizes, and pipeline metrics to Sheets.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Spreadsheet Table
This action is used to query a table in a google spreadsheet, call this action to query a table in a spreadsheet. execute sql-like select queries against spreadsheet tables. supports where conditions, order by, limit clauses. call this action after calling the get table schema action to query a table in a spreadsheet.
Why this helps
Weekly sales reviews require pulling deal data from HubSpot, calculating win rates and metrics, and manually updating summaries.
- Get consistent weekly deal metrics without manual analysis
- Spot trends in deal size and win rate over time
- Share data-driven insights with leadership automatically
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Google Sheets to Notis.
- 2Create an analysis sheet with columns for week, total deals, closed-won, win rate percentage, average deal size, and pipeline value.
- 3Tell Notis: 'Every Friday at 4 PM, query HubSpot for all deals, calculate total deals, closed-won count and percentage, average size, and total pipeline value. Append a summary row to my sheet.'
- 4Choose Friday or your preferred day/time.
- 5Wait for the first analysis report.
Questions about this workflow
How is win rate calculated?
Win rate = closed-won deals / total closed deals. Notis pulls closed deals from HubSpot and calculates the percentage.
Can I include only specific deal stages in the analysis?
Yes. Tell Notis which stages to include (e.g., 'only count deals in Proposal or beyond').
What if there are no closed deals in a week?
Notis logs a row with 0 for closed deals and '--' for win rate, keeping your tracking continuous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Google Sheets. A trigger fires from one place; an action lands in another.
Hubspot triggers
Google Sheets actions
Contact Created Trigger
Contact Created Trigger
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Not just Hubspot and Google Sheets. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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