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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 trigger Excel file creation because this functionality doesn’t exist natively. Workflows lack file generation capabilities and have no built-in Excel export actions.
But there’s a more efficient solution that gives you automated custom object reporting without the complexity of trying to generate files through workflows.
Create live custom object reports that update automatically using Coefficient
CoefficientHubSpotInstead of attempting file generation through workflows,maintains live spreadsheets with yourcustom object data that update automatically on your schedule.
This approach eliminates workflow complexity while giving you more reliable data access. You get real-time custom object information without managing API endpoints or dealing with workflow limitations.
How to make it work
Step 1. Connect to your HubSpot custom objects with field selection.
Open Excel and install Coefficient. Connect to HubSpot and select any custom object you’ve created. Choose exactly which fields you need to keep your spreadsheet focused and fast-loading.
Step 2. Configure associations to pull related records.
Set up associations using Primary Association for single relationships, Comma Separated for lists, or Row Expanded for detailed breakdowns. This handles complex object relationships that workflows struggle with.
Step 3. Apply advanced filtering across your custom object data.
Use up to 25 filters across 5 filter groups to target specific records. Apply precise criteria across multiple fields to focus on exactly the custom object data you need for reporting.
Step 4. Schedule automatic refreshes based on your reporting needs.
Set hourly, daily, or weekly updates depending on how frequently your custom object data changes. The spreadsheet updates automatically without any workflow dependencies.
Get your custom object data working automatically
Start buildingThis approach provides more reliable automated custom object reporting than attempting workflow-based file generation, with the added benefit of live collaboration through shared spreadsheets.your automated custom object reports today.
