How to Get a Weekday Sales Summary Email in Hubspot
Hubspot can send you a concise weekday sales summary email so you can quickly review tasks, calls, meetings, and other prospecting outcomes without logging into your portal every time.
This guide explains how the weekday sales summary works, how to turn it on or off, and what information you will see in your inbox.
What the Hubspot Weekday Sales Summary Shows
The weekday sales summary email gives a snapshot of your recent prospecting activity. It is designed for sales reps and managers who want a daily overview of engagement and outcomes.
The email typically includes:
- Today's completed tasks and overdue tasks
- Calls logged and their outcomes
- Meetings that took place and their results
- Upcoming tasks you need to complete
- Quick links back to relevant records
Because this digest is generated directly from your sales workspace, it reflects the same information you record in your CRM during the workday.
How the Hubspot Sales Summary Email Works
The weekday summary email is tied to your user account and activity. When enabled, the system compiles your prospecting data every weekday and sends you one message that summarizes what happened.
Key points about how it works:
- Sent on weekdays only (Monday through Friday)
- Uses your most recent sales activity and tasks
- Delivered to the primary email address on your user profile
- Only includes activity you have permission to view
This is not a team-wide report by default. Each user receives a digest based on their own tasks and logged activities unless their permissions allow them to see broader team activity.
Turn the Hubspot Weekday Summary On or Off
You control whether you receive the weekday sales summary through your personal notification settings. Follow these steps to manage the email.
Step 1: Sign in to your Hubspot account
- Open your browser and sign in to your Hubspot account.
- Make sure you are using the correct user profile for which you want to adjust notification settings.
Step 2: Open your notification settings
- In the top-right corner, click your user avatar or profile picture.
- From the dropdown menu, select Profile & Preferences.
- In the left sidebar menu, click Notifications.
This area controls all product, email, and browser notifications related to your account.
Step 3: Find the sales activity email section
- Within Notifications, locate the section dedicated to Email notifications.
- Scroll until you see the option related to the weekday sales or prospecting summary.
The label may reference daily or weekday sales activity, prospecting summary, or similar wording. It will sit alongside other sales, marketing, or CRM notification options.
Step 4: Enable the Hubspot weekday sales summary
- Check the box (or toggle the switch) to turn on the weekday sales summary email.
- Confirm that the delivery channel is set to email.
- Save your changes if prompted.
After you enable this, Hubspot will start sending your sales summary on weekdays based on your activity.
Step 5: Disable the summary if you no longer need it
If the summary becomes unnecessary or you prefer to rely on in-app dashboards instead, you can turn it off at any time:
- Return to Notifications under Profile & Preferences.
- Find the weekday sales summary option again.
- Clear the checkbox or toggle it off.
Once disabled, the system will stop sending the digest to your inbox.
Understanding the Data in Your Hubspot Summary Email
To get the most value from the digest, it helps to know what each section represents. The email layout may evolve, but it typically includes the following elements.
Tasks overview
The tasks section highlights your workflow for the day:
- Completed tasks: Activities you marked as done today.
- Overdue tasks: Items with due dates in the past that are still open.
- Upcoming tasks: Tasks due soon that help you prioritize follow-up.
Making sure your tasks are updated in your CRM ensures this portion of the email accurately reflects your progress and priorities.
Calls and call outcomes
The calls section summarizes outreach efforts recorded in your sales tools:
- Number of calls made
- Logged outcomes, such as connected, no answer, or voicemail
- Links back to the contact or company records
Use this information to gauge whether you are reaching enough prospects and whether your conversations are moving deals forward.
Meetings and follow-up
When you log meetings, they appear in the summary with key details:
- How many meetings occurred
- Which deals or contacts were involved
- Outcomes and next steps where recorded
Review this section to confirm you have scheduled follow-ups and new tasks after each meeting.
Best Practices for Using the Hubspot Summary Email
Once your weekday summary is active, you can use it as part of your daily sales routine.
Start your day with the email
Use the digest as a quick planning tool:
- Scan overdue tasks first and decide which to handle immediately.
- Review upcoming tasks to set your priorities.
- Check calls and meetings to ensure nothing requires urgent follow-up.
Use it as a quality check for data entry
If sections seem incomplete or inaccurate, it may signal gaps in how you record activity. Make sure you:
- Log every significant call and meeting.
- Update task statuses when work is completed.
- Record clear outcomes for each interaction.
Accurate entry inside the CRM ensures your Hubspot summary email remains a trustworthy view of your day.
Share insights with your team
Although the email is personal, you can use it to support conversations with managers or colleagues. For example, you might:
- Highlight trends in your daily outreach volume.
- Discuss where tasks frequently become overdue.
- Review which types of calls result in better outcomes.
Troubleshooting the Hubspot Weekday Sales Summary
If you expect the digest but do not see it, or something looks wrong, consider the following checks.
Confirm notification settings
Return to Profile & Preferences and verify that:
- The weekday sales summary email option is enabled.
- Your primary email address is correct and active.
- No conflicting settings are blocking sales notifications.
Check your email and spam filters
Make sure your inbox is not filtering the message:
- Search your mailbox for the sender or subject line.
- Check spam or promotions folders.
- Whitelist your Hubspot notification address if needed.
Verify that you have recent activity
If there is little or no recent sales activity recorded, the summary may appear sparse. Ensure you:
- Log calls and meetings as you complete them.
- Create tasks with due dates.
- Update statuses so the system can include them in the digest.
Learn More About Hubspot Sales Features
To dive deeper into the weekday sales summary feature and related prospecting tools, you can review the official documentation on the Hubspot Knowledge Base: Receive a summary of your sales activity every weekday.
If you need advanced CRM strategy, implementation guidance, or help optimizing your sales processes, you can also consult specialists at Consultevo for expert support.
By configuring and regularly reviewing your weekday sales summary, you turn your inbox into a simple dashboard that keeps you aligned with your daily selling goals and helps you stay on top of every task, call, and meeting logged in your CRM.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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