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Spot HubSpot deals nobody has touched in weeks
For sales managers who want quiet deals found without scrolling every timeline, by asking their AI assistant.
On this page
Connector
Connect HubSpot, pick your AI tool and paste the prompt.
The problem
Untouched deals quietly inflate the forecast
Deals nobody has touched in weeks sit quietly in the pipeline and inflate the forecast. Spotting them means opening each deal and scrolling its timeline for the last note, meeting, call or email.
Without PopdockAI
- Open each deal in the pipeline
- Scroll the timeline for the last activity
- Note days quiet in a spreadsheet
- Total stalled deals per owner by hand
With PopdockAI
- Every open deal in the pipeline is read
- Notes, meetings and logged activity are checked for the latest touch
- Stalled deals are sorted by amount with days quiet
- Totals per owner are added, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** List open deals in `{pipeline-name}` (default: every pipeline) that have had no logged activity for at least `{quiet-days}` days (default 21).
**Step 1: Open deals**
Call `hubspot-get-deals` (with `pipeline-name` = `{pipeline-name}` when given). Drop deals whose `deal-stage-name` is Closed won or Closed lost. If more than 50 open deals remain, take the 50 with the largest `amount` and say you did.
**Step 2: Last activity per deal**
For each open deal, using its `record-id`:
* Call `hubspot-get-notes` with `deal-id`.
* Call `hubspot-get-meetings` with `deal-id`.
* Call `hubspot-get-engagements` with `deal-ids.contains` = the record-id, which also covers calls, emails and tasks.
Take the latest date across all three as the deal's last activity. A deal with no activity at all counts as stalled since its `create-date`.
**Step 3: Report**
Table of stalled deals, sorted by amount descending: deal, stage, amount, close date, owner, last activity date, days quiet, what the last activity was. Then a short per-owner count of stalled deals and stalled value.
**Rules & Guidelines:**
* This prompt is read-only. Do NOT call any write tool: `hubspot-add-contact`, `hubspot-add-company`, `hubspot-add-deal`, `hubspot-add-ticket`, `hubspot-update-contact`, `hubspot-update-company`, `hubspot-update-deal`, `hubspot-update-ticket`, `hubspot-add-contact-note`, `hubspot-add-company-note`, `hubspot-add-deal-note`, `hubspot-add-ticket-note`.
* Do not count the deal's own create or update as activity.
**Validation:**
* If there are no open deals, say so and stop.
* If no deal is stalled, say so and give the longest-quiet deal anyway.Who it's for
One answer, three teams that use it
Sales managers
Know which deals need a nudge
See stalled deals by owner and amount before your pipeline review, without opening each one.
Which open deals in our Enterprise pipeline have had no activity for 30 days?
Account executives
Find your own forgotten deals
Spot the deals you have not touched in weeks, with what the last activity was.
Which of my HubSpot deals have gone 14 days without a note, call or meeting?
Revenue operations
Clean up the forecast
Get the count and value of stalled deals per owner, so the forecast reflects active work.
How much pipeline value is stalled for 21 days or more in the New business pipeline, by owner?
How it works
What PopdockAI does when you ask
You pick a pipeline and a quiet period, and your AI assistant checks the last activity on every open deal. You get the stalled deals by amount, and nothing is changed.
01
Ask
You pick a pipeline and how many quiet days count as stalled.
02
Read
It reads every open deal in the pipeline.
03
Check
It finds each deal's latest note, meeting or other logged activity.
04
Report
You get stalled deals by amount and totals per owner, changing nothing.
What PopdockAI provides
The tools behind the answer
Ready made tools for HubSpot and one secure connection to your AI tool. No code, no exports.
hubspot-get-deals
hubspot-get-notes
hubspot-get-meetings
hubspot-get-engagements
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
A forecast without the deals nobody works
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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