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Weekly SDR activity digest (calls and emails logged) sent to the sales manager

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: Data Hub Professional.

Contact3 stepsUpdated for HubSpot seat pricing
OutcomeThe 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 mapsales-ops-023
Weekly schedule fires leads to Digest already run this week?. Digest already run this week? leads to Yes: End, no action; No: Custom code: build per-SDR activity summary. Custom code: build per-SDR activity summary leads to Email digest to sales manager. Email digest to sales manager leads to Set Digest run date on anchor record. Yes No Weekly schedule fires Digest already run this week? End, no action Custom code: build per-SDR activity summary Email digest to sales manager Set Digest run date on anchor record
Weekly schedule fires leads to Digest already run this week?. Digest already run this week? leads to Yes: End, no action; No: Custom code: build per-SDR activity summary. Custom code: build per-SDR activity summary leads to Email digest to sales manager. Email digest to sales manager leads to Set Digest run date on anchor record. Yes No Weekly schedule fires Digest already run this week? End, no action Custom code: build per-SDR activity summary Email digest to sales manager Set Digest run date on anchor record

When to use it, when not to

Use it

  • Use 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.
  • Prefer 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).
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Skip it

  • Do 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)
  • Do not use this to replace 1:1 coaching conversations; a digest is a pulse check, not a performance review.
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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 · 3 numbered actions

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

Known pitfalls · 5

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

Test plan and UAT script · 3 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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