Chase missing submissions

Chase reps for forecasts, notes and timesheets so you don’t have to.

Every Friday someone chases reps for forecast updates and call notes. Hops checks who has not submitted, sends the reminder and tracks who keeps missing.

How it runs: Scheduled. An automation runs every Friday at 12:00 PM, posts the reminders in Slack and updates the submission table. You can also ask Hops any time.

What it does

• Checks who has not submitted. Hops reads the Forecast table and compares it with the reps in the CRM to find anyone who has not updated this week.
• Sends a short reminder. Each rep gets a friendly Slack message naming exactly what is missing.
• Escalates repeat misses. Anyone who missed two weeks in a row is flagged to the manager instead of being chased again.
• Keeps the status current. The submission table shows who submitted, who was reminded and who is overdue.
• Skips reps who are out. Reps marked on leave in the CRM or Space context are left off the list.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Who still owes their forecast this week?

Remind everyone who has not updated their Acme and Globex opportunities since Monday.

Which reps missed their forecast two weeks in a row?

List reps with no call notes logged in the CRM this week and send them a reminder.

Show me submission status for the whole team as a table.

Example reply:

Four reps still owe their forecast:

• Priya N., Marcus T., Elena R. and Sam K. have not updated since last Friday.
• Reminders sent in Slack to each rep.
• Marcus and Sam missed last week too, so I flagged them to you.

What you get

• An answer in chat, in the same thread, listing who is missing and who was reminded.
• A Slack reminder per rep, sent when the Friday automation runs, plus a flag to the manager for repeat misses.
• An updated Table in Tables of the Space with submission status per rep, refreshed every run.
• On-demand checks. Ask any time and Hops checks the current state.

Connections needed

Connect these apps. Each card opens Connections in the app.

Slack

Sends reminders to reps and posts the manager flag.

HubSpot

Reads reps, opportunities and last updated dates (or Salesforce).

Set it up

1. Connect your apps

   Connect Slack and your CRM (HubSpot or Salesforce) in Connections.

   See Connections.

2. Create the Space

   Create a sales-hq Space and keep the forecast table in Tables. Pin the submission rules in Space context.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You chase submissions. Check the forecast table for reps who have not updated this week. Send each a short, friendly Slack reminder. Flag anyone who missed two weeks in a row to the manager.
   

   See Build a skill.

4. Schedule it

   Runs every Friday at 12:00 PM. Hops posts the reminders in Slack and updates the submission table in Tables.

   See Automation.