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Custom object record digest: weekly summary of new custom-object records

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

Enterprise

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

Custom1 stepUpdated for HubSpot seat pricing
OutcomeOnce a week, the owning team gets a Slack message listing every new record created on a given custom object that week, so activity on a custom object is visible without opening its record list in the CRM.
Workflow mapreporting-alerts-045
Scheduled trigger: Monday 08:00 leads to Custom code: search custom object, created in last 7 days. Custom code: search custom object, created in last 7 days leads to Any new records found?. Any new records found? leads to yes: Format list with display name and creation date per record; no: Format fallback: no new records this week. Format list with display name and creation date per record leads to Post message to Slack. Format fallback: no new records this week leads to Post message to Slack. yes no Scheduled trigger: Monday 08:00 Custom code: search custom object, created in last 7 days Any new records found? Format list with display name and creation date per record Format fallback: no new records this week Post message to Slack
Scheduled trigger: Monday 08:00 leads to Custom code: search custom object, created in last 7 days. Custom code: search custom object, created in last 7 days leads to Any new records found?. Any new records found? leads to yes: Format list with display name and creation date per record; no: Format fallback: no new records this week. Format list with display name and creation date per record leads to Post message to Slack. Format fallback: no new records this week leads to Post message to Slack. yes no Scheduled trigger: Monday 08:00 Custom code: search custom object, created in last 7 days Any new records found? Format list with display name and creation date per record Format fallback: no new records this week Post message to Slack

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

When to use it, when not to

Use it

  • Use it for a custom object that does not already have an obvious owner-facing digest, for example an internal "Project" or "Renewal Case" object that a workflow creates records on but nobody checks daily.
  • Use it as a lightweight activity pulse rather than a full report; pair with a native custom report on the object for deeper analysis.
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Skip it

  • Do not use it if the custom object's records already appear in an existing dashboard leadership checks regularly; a duplicate Slack digest adds noise, not value.
  • Do not use this fiche as written for a high-volume custom object receiving hundreds of records a week; the message would be unreadably long. See Variants for a summary-only version.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 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 · 1 numbered action

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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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.

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