Weekly pipeline forecast generation from HubSpot to Google Sheets and Slack

• Automate weekly revenue forecasting from CRM data
• Generate insights for sales strategy meetings
• Share pipeline forecasts with team members via Slack
• Maintain organized records of forecasts in Google Sheets

Scheduled trigger fetches deals from HubSpot every Monday Aggregates deal data to create a pipeline summary Uses AI to generate a three-month revenue forecast Parses AI output into structured JSON format Writes forecast data to Google Sheets for tracking Notifies team via Slack with forecast details and insights

1. 1
   Import the workflow template into n8n
2. 2
   Configure HubSpot and Google Sheets credentials
3. 3
   Set up Slack integration for notifications
4. 4
   Adjust the Google Sheets range and sheet ID as needed
5. 5
   Activate the workflow to start generating forecasts