What does this automation do?
Every new deal runs this flow and most of them stop immediately. The ones above your review threshold get an agent read and land on a named reviewer’s list.
What can you do with it?
- Review the deals that matter without reading the whole pipeline
- Apply one written threshold instead of a manager’s gut feel
- Spend the agent step on a handful of deals a week, not all of them
The Steps
This automation runs in 5 steps:
- When HubSpot — New Deal
- Then Filter — continue only when the deal is above your review threshold
- Then Taskade AI — Ask Agent ("Deal Reviewer")
- Then Taskade — Add Task
- Then Taskade — Assign Task
What makes this different from a Zapier-style flow?
The "Deal Reviewer" step is not a one-off model call. It is a Taskade AI agent that knows your ICP, rate card and past closed-won deals, remembers which deal shapes actually closed, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for sales leaders who want eyes on the big deals and none on the rest. Every new deal runs this flow and most of them stop immediately. The ones above your review threshold get an agent read and land on a named reviewer’s list.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Deal" from HubSpot.
- Add a Filter step: Filter — continue only when the deal is above your review threshold.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Deal Reviewer".
- Add the action "Add Task" from Taskade.
- Add the action "Assign Task" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.