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The published example updates a deal from a Slack instruction and finds recent customer replies or commitments that have not reached the CRM record.
This MCP workflow retrieves deals closing in a chosen window and produces a Google Doc with grouped values and a written overview.
The MCP template identifies inactive deals using chosen thresholds, prepares an Excel audit with next actions, and sends Outlook nudges after review.
The workflow combines HubSpot records, support context, and usage data from Sheets, then uses AI to assess customer health and explain recommended next steps.
Gemini drafts a reply using the sender's HubSpot contact, company, deal, and ticket context; the workflow sends through Gmail only after Slack approval.