Outcome. The sales manager gets one weekly email listing calls and emails logged per SDR, without opening a report or asking each rep for a number.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-023
flowchart TD
A[Weekly schedule fires] --> B{Digest already run this week?}
B -->|Yes| C[End, no action]
B -->|No| D[Custom code: build per-SDR activity summary]
D --> E[Email digest to sales manager]
E --> F[Set Digest run date on anchor record]
When to use it, when not to
- UseUse it as a stopgap when you need a single combined-team email and do not have (or do not want to set up) a recurring dashboard subscription in HubSpot's native Reports tool.
- UsePrefer HubSpot's native reporting first: build a dashboard report grouped by owner for calls and emails logged in the last 7 days, then use the dashboard's own "Send this dashboard" recurring email subscription (Reporting > Dashboards > Share > Email this dashboard, available on all plans). That native path needs no custom code and no workflow at all; only build the workflow version below if you need custom formatting, a non-standard recipient list, or logic the dashboard subscription cannot express. Emailing a dashboard on a recurring schedule is available on all products and plans, from Reporting > Dashboards > Share > Email this dashboard, with daily, weekly and monthly options and a Send now button for a one-off test (https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards).
- SkipDo not use it if your team is larger than a handful of reps; the custom code action below loops through each rep's activity synchronously and can approach the workflow custom code action's execution time limit on larger teams. (check in your portal: exact execution time limit for custom coded actions, commonly around 20 seconds, may not be enough for a large team's worth of API calls in one run)
- SkipDo not use this to replace 1:1 coaching conversations; a digest is a pulse check, not a performance review.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
