Request discount approval in Slack for HubSpot deals using an agent skill

Prerequisites

Overview

The agent skill approach works best as an audit tool for discount approvals — check for deals with pending discounts and flag them for review. For real-time interactive approval buttons, use the n8n or code approach instead.

Create the skill

.claude/skills/discount-audit/SKILL.md:

---
name: discount-audit
description: Find HubSpot deals with discounts above threshold and flag for approval
disable-model-invocation: true
allowed-tools: Bash(python *)
---
 
Search for deals with discount_percent > 15 and discount_approval not set to Approved. Post a summary to Slack.
 
Run: `python $SKILL_DIR/scripts/audit.py`

The script searches HubSpot for deals with high discounts that haven't been approved yet and posts a summary to Slack for manager review. See the Code + Cron approach for the HubSpot search and Slack posting patterns.

Run

/discount-audit

When to use this

• Before deal desk meetings to surface pending approvals
• As a weekly audit to catch unapproved discounts that slipped through
• Not suitable for real-time approval flows — use n8n or code for that