// Tasks
One HubSpot task per at-risk renewal
Sighub creates a single HubSpot task per real at-risk renewal, on the company record, assigned to the owner, with the evidence attached. The task self-closes when the renewal advances or the risk clears.
When tasks are created
Tasks are created only after task automation has been activated. The first scan does not create tasks.
Tasks are created for high-urgency risks only — that is, severity high or critical. This applies to both renewal risk and engagement risk: a high or critical engagement risk creates a "Sighub: Reactivate account engagement" task. Medium risks stay visible in the Sighub card and triage view without generating a HubSpot task, so the task queue does not accumulate debt.
Task subjects
Every Sighub task subject starts with Sighub: followed by the action the owner should take:
Sighub: Schedule renewal meetingSighub: Follow up on no responseSighub: Escalate renewal riskSighub: Reactivate account engagement
Task body
The body names the action, gives a one-line summary of the risk, lists up to four evidence lines, and links to the Company record. Tasks are associated to the Company in HubSpot, created as type TODO, with priority HIGH for the most urgent risks and MEDIUM otherwise.
Due dates
- Due today if the renewal is overdue or within 7 days.
- Due in 1 day if the renewal is within 14 days.
- Due in 3 days otherwise.
How tasks are assigned
Assignment follows the owner routing chosen during setup:
- Company owner: the company's
hubspot_owner_id. - Specific user: one selected HubSpot owner for all companies.
If the specific user is missing at runtime, Sighub falls back to the company owner. If no owner is available at all, the task is created without an assignee.
How tasks self-resolve
Sighub stores one risk snapshot per company. On each scan it reads the current state and reconciles the open task:
- If the same at-risk renewal persists and the existing task is still open, it stays. No duplicate is created.
- If a meeting gets booked before the renewal, the deal advances, the renewal date moves out of the window, or the customer is no longer active, the task is completed automatically.
- If the risk severity changes (e.g. medium to high), the previous task is completed and a new one is created if the new state is task-eligible.
- If you record a Renewed or Lost outcome on the Sighub card, the open Sighub task is completed right away. See Risk controls.
Sighub only resolves tasks whose subject starts with Sighub:. Tasks created by humans or other tools are never touched.
Edge cases
- User completes a Sighub task manually: if the same at-risk renewal still exists on the next scan, Sighub may create a new task. Completing a task does not clear the underlying renewal risk.
- User deletes a Sighub task: if the same risk state remains unchanged, Sighub currently does not recreate the task. This is a known limitation.