01Finds which stages count as won and lostDeal pipelinesFree
02Reads each deal with its amount, stage, close date and original sourceSearch dealsFree
Assistant
ClaudeAnthropicCodexOpenAIGrokxAI
Outcome
You getDeals won and lost by original source, with win rate and won amount, biggest first.
The promptFree
Set up SingleBrain Gateway: https://gateway.singlebrain.com/llms.txt?workflow=deal-sources
Then run the "Where your deals come from" workflow below.
Accounts: my HubSpot account, connected to SingleBrain.
Inputs: none.
Cost: free.
Show me which sources bring my HubSpot deals, for deals closed in the last 6 months.
1. Use hubspot_list_deal_pipelines to find which stages are closed won and closed lost.
2. Use hubspot_search_deals with an empty query and the properties dealname, amount, dealstage, pipeline, closedate and hs_analytics_source. Keep calling with after until paging.next.after is gone, and keep the deals closed in the period.
Group the deals by original source (hs_analytics_source). A deal with no source counts as "unknown": never guess one. Return a table: source, deals won, deals lost, win rate and amount won, biggest first. End with the source most worth more effort, and why.
After setup, call onboarding_next_step with chose=deal-sources and via=prompt, and follow what it says: it lists any account to connect, then what to ask me. Only use numbers the tools return.