Skip to content
The Workflow Library
Get the full library

Weekly Slack digest: new companies created this week by industry

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Company2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a week, the marketing or operations channel gets one message showing how many new company records were created that week, broken down by industry.
Workflow mapreporting-alerts-023
Weekly schedule: Monday 09:00 leads to Report renders: new companies, last 7 days, grouped by industry. Report renders: new companies, last 7 days, grouped by industry leads to Sorted by count, highest first. Sorted by count, highest first leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 09:00 Report renders: new companies, last 7 days, grouped by industry Sorted by count, highest first Email sent to Slack channel inbound address
Weekly schedule: Monday 09:00 leads to Report renders: new companies, last 7 days, grouped by industry. Report renders: new companies, last 7 days, grouped by industry leads to Sorted by count, highest first. Sorted by count, highest first leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 09:00 Report renders: new companies, last 7 days, grouped by industry Sorted by count, highest first Email sent to Slack channel inbound address

When to use it, when not to

Use it

  • Use it for a lightweight pulse on inbound account creation trends, especially after a campaign or list-import push.
  • Use it to spot a spike in a particular industry worth a follow-up push or a change in targeting.
Read more on when to use itShow less

Skip it

  • Do not use it as a substitute for a full attribution report. This counts company creation only, not source or campaign.
  • Do not use it on a portal where companies are created almost exclusively through bulk import rather than organic inbound activity. The weekly count will mostly reflect import timing, not real trends.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 2 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Reporting and alerts spec

Not the workflow you needed?

More in Reporting and alerts

50 specs in this section

See all 50 This category, 39 EUR
FreeSlack alert: deal marked Closed Won (revenue milestone notification)Deal4 steps Weekly email digest: new contacts created this week by original sourceContact2 steps Stage-entry timestamp properties for pipeline velocity reportingDeal5 steps Timeline note logging on critical property change (audit visibility)Deal2 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library