Review Your Deal Pipeline Weekly with Automated Summaries
Your deal pipeline changes constantly but you rarely see the full picture. Notis sends a weekly Telegram report showing pipeline status, deal movement, and stalled opportunities, so you can spot problems and adjust strategy without scattered ad-hoc checking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Message
Send a text message to a telegram chat using the bot api.
Why this helps
Weekly pipeline reviews feel overwhelming because you're checking HubSpot piecemeal all week. You miss stalled deals until they're past recovery. A structured weekly view would help you adjust strategy proactively.
- See full pipeline status in one weekly message
- Spot stalled deals early for intervention
- Track deal velocity and progress
- Make strategic adjustments with better data
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Telegram to Notis.
- 2Create a cron automation: 'Every Friday at 4pm, send me a comprehensive deal pipeline status via Telegram.'
- 3Specify what to include (deals by stage, movement since last week, stalled deals, upcoming milestones).
- 4Set the schedule to your preferred day and time and select your personal Telegram chat.
- 5Test by running the automation and reviewing the pipeline summary format.
Questions about this workflow
Can the report highlight deals at risk?
Yes. Tell Notis to flag deals that haven't moved in 14+ days or deals that need action soon.
Can I see comparisons to previous weeks?
Yes. Notis can show week-over-week pipeline changes: 'This week: 8 deals in pipeline, up from 7 last week' or 'Average deal value increased 12%.'
Can I share this report with my manager or team?
Yes. Forward the Telegram message or adjust the automation to send to a management channel for shared visibility.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Telegram. A trigger fires from one place; an action lands in another.
Hubspot triggers
Telegram actions
Contact Created Trigger
Contact Created Trigger
Answer Callback Query
Use this method to send answers to callback queries sent from inline keyboards. the answer will be displayed to the user as a notification at the top of the chat screen or as an alert.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Delete Message
Delete a message, including service messages, with certain limitations.
Edit Message
Edit text messages sent by the bot.
Export Chat Invite Link
Generate a new primary invite link for a chat; any previously generated primary link is revoked. the bot must be an administrator in the chat for this to work and must have the appropriate administrator rights.
Forward Message
Forward messages of any kind. service messages can't be forwarded.
Get Chat Info
Get up to date information about the chat (current name of the user for one-on-one conversations, current username of a user, group or channel, etc.).
Get Chat Administrators
Get a list of administrators in a chat. on success, returns an array of chatmember objects that contains information about all chat administrators except other bots.
Get Chat History
Get chat history messages. note: this uses the getupdates method with specific parameters to retrieve historical messages.
Connect any two apps with Notis in the middle.
Not just Hubspot and Telegram. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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