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skill🤝 CRM & salesv2 · updated 2026-10-09

HubSpot rep activity report

Builds a weekly rep activity page from HubSpot — emails, client replies, meetings, calls, notes and tasks each rep logged this week against the last eight, open pipeline, quiet deals and meetings with no deal. Use when a manager wants a weekly team summary that reps can read without logging in to HubSpot.

Run it as a prompt

Paste this into any AI agent, or fetch it: curl -s https://uplift.page/api/v1/prompts/hubspot-rep-activity-report/raw

prompt.md
# HubSpot rep activity report

Build the weekly activity page a manager sends around instead of a status meeting. It counts only what each person logged in HubSpot, through the HubSpot connector.

## When to use

- Friday team summary
- "What did the team actually do this week?"

## Steps

1. Ask for the reps (HubSpot owners) if you don't know them. Weeks run Monday to Sunday in my time zone.
2. For each rep and each of the last nine weeks, count emails sent, client replies, meetings, calls, notes and tasks completed.
3. For each rep, list open deals with amount and last activity; flag deals quiet 21+ days and meetings in the last two weeks that have no deal.
4. Show: team tiles for this week vs last; a small chart per rep with a table view; quiet deals; meetings with no deal. Every row links to HubSpot.
5. Save one self-contained HTML file: inline CSS and JS, no outside requests, readable on a phone, with "As of" and the source on every card.

## Rules

- Read only: never create, update, log or delete anything in HubSpot.
- Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
- Quote people exactly and briefly. Plain words, one line per item, no filler.
- Count only what HubSpot holds; say so in a note at the top.

Install it as a skill

Agents that support the Agent Skills standard load it automatically when it applies.

download
curl -fsSL https://uplift.page/p/hubspot-rep-activity-report/SKILL.md --create-dirs -o .agents/skills/hubspot-rep-activity-report/SKILL.md
or from any MCP client
MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "hubspot-rep-activity-report"}

The full skill

Build the weekly activity page a manager sends around instead of a status meeting. It counts only what each person logged in HubSpot, through the HubSpot connector.

When to use

  • Friday team summary
  • "What did the team actually do this week?"

Steps

  1. Ask for the reps (HubSpot owners) if you don't know them. Weeks run Monday to Sunday in my time zone.
  2. For each rep and each of the last nine weeks, count emails sent, client replies, meetings, calls, notes and tasks completed.
  3. For each rep, list open deals with amount and last activity; flag deals quiet 21+ days and meetings in the last two weeks that have no deal.
  4. Show: team tiles for this week vs last; a small chart per rep with a table view; quiet deals; meetings with no deal. Every row links to HubSpot.
  5. Save one self-contained HTML file: inline CSS and JS, no outside requests, readable on a phone, with "As of" and the source on every card.

Rules

  • Read only: never create, update, log or delete anything in HubSpot.
  • Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
  • Quote people exactly and briefly. Plain words, one line per item, no filler.
  • Count only what HubSpot holds; say so in a note at the top.

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