Analyze Lost Deals with Claygent and OpenAI

1. 1

   Export closed-lost deals from HubSpot (last 90 days) to Clay

2. 2

   Use Claygent to scrape deal notes and email threads

3. 3

   Send notes to OpenAI API with prompt: "Categorize loss reason: competitor, budget, no decision, feature gap, or other"

4. 4

   Aggregate results in Google Sheets with pivot table

5. 5

   Share monthly report with sales leadership

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Clay + OpenAI Workflow:
1. HubSpot integration: Pull closed-lost deals (last 90 days)
2. Claygent: Fetch activity timeline and notes
3. OpenAI GPT-4: Classify loss reason from notes
   - Prompt: "Given these deal notes: {{notes}}, classify the loss reason as one of: Competitor, Budget, No Decision, Feature Gap, Other. Reply with one word."
4. Google Sheets: Aggregate by loss reason
5. Create pivot table for monthly review