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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.”
You can set up recurring Monday morning deal exports to Excel with automatic email delivery using scheduled refreshes and email alerts that notify you when fresh data is ready.
This approach delivers email notifications about updated live data instead of static weekly files, ensuring your team always works with current information while eliminating version control issues.
Configure Monday morning deal reports with email alerts using Coefficient
Coefficientprovides superior automation for recurring Monday morning deal reports compared to native CRM scheduling limitations, which often require premium features or lack flexible timing options. Unlike static weekly Excel exports that become outdated immediately, Coefficient’s approach delivers email notifications about updated live data.
HubSpotRecipients receive alerts when Monday’s refresh completes, then access the current spreadsheet containing the most up-to-date deal information from.
How to make it work
Step 1. Create a deal import with your required fields.
Connect to your CRM through Coefficient’s sidebar and set up a deal import. Select the specific fields your Monday morning reports need, such as deal name, amount, stage, close date, and owner information.
Step 2. Set up weekly scheduled refreshes for Monday mornings.
Configure the import to refresh automatically every Monday morning at your preferred time. Coefficient offers hourly, daily, and weekly intervals, so you can time the refresh to align with your team’s Monday planning sessions.
Step 3. Enable email alerts triggered by scheduled refresh completion.
Turn on email notifications in the alert settings. These alerts will fire automatically when each Monday morning refresh completes, notifying stakeholders that fresh deal data is available in the spreadsheet.
Step 4. Use Coefficient’s snapshot feature for historical tracking.
Set up weekly snapshots to capture historical copies of your Monday morning data. This creates a permanent record of each week’s deal status while your main import continues updating with live information.
Get your Monday morning deal reports automated
Start automatingAutomated Monday morning deal exports with email delivery keep your team informed about fresh data without the hassle of managing static files.your weekly deal reports with live data that stays current between scheduled updates.
