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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot workflows can’t schedule report refreshes because dashboard refresh functionality isn’t available as a workflow action. The platform’s native dashboard refresh options don’t provide granular scheduling control for off-hours execution either.
Here’s how to set up automated refresh cycles that prepare fresh reports before business hours begin while avoiding performance impacts during peak usage.
Set up off-hours refresh automation using Coefficient
Coefficient excels at scheduled refresh automation for off-hours reporting through its comprehensive scheduling system. You can configure imports to run during specific off-hours timeframes, support multiple timezones, and set up unattended refresh cycles that prepare fresh HubSpot reports before business hours begin.
How to make it work
Step 1. Configure off-hours scheduling for your imports.
Set up your HubSpot data imports to run during nights, weekends, or early morning hours when system resources are optimal. Choose specific times like 2 AM or 5 AM to ensure refreshes complete before your team arrives.
Step 2. Set up timezone-aware scheduling.
Configure refreshes to run during off-peak hours regardless of your team’s geographic distribution. If you have teams in multiple timezones, schedule refreshes during the quietest period that works for all locations.
Step 3. Create snapshot schedules for historical data.
Use Coefficient’s snapshot feature to capture historical data copies during off-hours. This preserves point-in-time reporting without impacting daytime performance, giving you both current and historical views of your data.
Step 4. Configure completion notifications.
Set up automated Slack or email alerts that confirm when off-hours refreshes complete successfully. This gives you confidence that fresh data is ready when your team starts their day, and alerts you if any refreshes fail overnight.
Start each day with fresh data
This approach ensures your team starts each day with fully refreshed HubSpot data in their reporting dashboards while avoiding performance impacts during peak business hours. Something HubSpot’s limited native refresh capabilities simply can’t provide. Set up your off-hours refresh schedule today.
