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Recipe: Won deals without a project

Use Agentic AI Insights to find won deals without a project in PSOhub from the last 30 days

Published: 2 November 2026

Audience

  • All Users

Objective

This article explains how to find won deals without a project with Claude or ChatGPT. You catch won deals that never turned into a running project, before the customer notices.

Prerequisites

The MCP connector is active on your organization. 
        An Admin has enabled the MCP connector for your organization.

Your AI assistant is connected.
        Your AI assistant (Claude or ChatGPT) should be connected to PSOhub.
        See How to Connect Claude to PSOhub or How to Connect ChatGPT to PSOhub.

Steps

  1. Copy the prompt exactly as written: 
       Which deals did we win in HubSpot in the last [30] days that have no running project in PSOhub yet?

       In one table: customer, deal, amount, close date, deal owner, and whether PSOhub has a project for this customer in an earlier stage, such as a quote. List customers you could not match between the two systems separately, instead of guessing.

       Keep it short and link every customer, project and deal to PSOhub or HubSpot. If something in the data looks off and I can correct it in PSOhub or HubSpot, mention it in one line at the end, without investigating it.

     

  2. Optional: change [30] to any number of days.
  3. Paste the prompt into Claude or ChatGPT and send it.

Result

You get one table of recently won deals with no running project yet, with the deal owner and whether there is already a quote or early-stage project in PSOhub. Customers that could not be matched are listed separately.

💡 Tip: Ask a follow-up question, for example:

  • Who should start each project?
  • Which of these have a quote in PSOhub already?
  • Show the same for the last quarter.

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