HubSpot rep morning page

Builds a sales rep's morning page from HubSpot alone — one HTML file with today's next moves, meetings, client email waiting on a reply, renewals, open deals and ready-to-copy Claude prompts. Use when a rep wants a daily “what do I do first today” page from their own HubSpot data, or to recreate the simple rep page from the HubSpot demo.

Run it as a prompt

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

prompt.md

# HubSpot rep morning page

Build the page a sales rep opens every morning. Everything comes from HubSpot through the HubSpot connector. The page answers one question: what do I do first today?

## When to use

- "Build my morning page" or "What should I work on today?" for a rep who owns deals in HubSpot
- Recreating the simple rep page from the HubSpot demo for your own portal

## Steps

1. Find me as a HubSpot owner. Use today's date in my time zone.
2. For my deals, companies and contacts, pull: open deals (stage, amount, close date, last activity); meetings today and the next five business days with company, contacts and deal; client emails from the last 14 days where the client wrote last; tasks due or overdue; companies that bought this year with no deal for next year.
3. Rank up to six next moves: waiting replies first (oldest first), then today's meetings, renewals, deals past their close date, deals quiet 21+ days. Each move gets a kind (Reply, Prep, Renew, Fix, Sell), a one-line reason with its date, the client's own words if any, an Open in HubSpot link and a Done button that remembers today.
4. Lay it out: my first name and the date; three numbers (booked this year, open pipeline, meetings this week); the moves; then Meetings, Waiting on you, Renewals, Open deals (sortable table) and Prompt ideas.
5. Prompt ideas: five prompts I can paste into Claude, each naming a real client, deal or meeting from today, each with a Copy button.
6. 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.

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-morning-page/SKILL.md --create-dirs -o .agents/skills/hubspot-rep-morning-page/SKILL.md

or from any MCP client

MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "hubspot-rep-morning-page"}

The full skill

Build the page a sales rep opens every morning. Everything comes from HubSpot through the HubSpot connector. The page answers one question: what do I do first today?

When to use

"Build my morning page" or "What should I work on today?" for a rep who owns deals in HubSpot
Recreating the simple rep page from the HubSpot demo for your own portal

Steps

Find me as a HubSpot owner. Use today's date in my time zone.
For my deals, companies and contacts, pull: open deals (stage, amount, close date, last activity); meetings today and the next five business days with company, contacts and deal; client emails from the last 14 days where the client wrote last; tasks due or overdue; companies that bought this year with no deal for next year.
Rank up to six next moves: waiting replies first (oldest first), then today's meetings, renewals, deals past their close date, deals quiet 21+ days. Each move gets a kind (Reply, Prep, Renew, Fix, Sell), a one-line reason with its date, the client's own words if any, an Open in HubSpot link and a Done button that remembers today.
Lay it out: my first name and the date; three numbers (booked this year, open pipeline, meetings this week); the moves; then Meetings, Waiting on you, Renewals, Open deals (sortable table) and Prompt ideas.
Prompt ideas: five prompts I can paste into Claude, each naming a real client, deal or meeting from today, each with a Copy button.
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.

Served from the uplift.page library and refreshed within 5 minutes of every update.