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See your team's logged HubSpot activity in one view
For managers who want weekly calls, meetings, emails and notes per rep without combining reports, by asking their AI assistant.
On this page
Connector
Connect HubSpot, pick your AI tool and paste the prompt.
The problem
Team activity lives in separate HubSpot reports
Managers want logged calls, meetings, emails, notes and messages per rep each week, but HubSpot reports these separately. Pulling them into one comparison takes several reports and some spreadsheet work.
Without PopdockAI
- Run a report for each activity type
- Export each one to a spreadsheet
- Combine counts per rep by hand
- Miss reps who logged nothing at all
With PopdockAI
- Active users and their logged activity are read for the window
- Calls, meetings, emails, notes and messages are counted per rep
- A team total and the users with nothing logged are shown
- Counts only, no ranking, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Report sales and service activity logged in HubSpot over the last `{lookback-days}` days (default 7), for `{activity-assigned-to}` (default the whole team).
**Step 1: The team**
Call `hubspot-get-users` with `deactivated` = false to get active users and their teams.
**Step 2: Activity in the window**
Call each with the date range and `activity-assigned-to` when given:
* `hubspot-get-calls` (activity-date): also tally `call-direction` and `call-outcome`.
* `hubspot-get-meetings` (meeting-start-time, owner via `activity-assigned-to`): tally `meeting-outcome`.
* `hubspot-get-emails` (activity-date): tally `email-direction`.
* `hubspot-get-notes` (activity-date).
* `hubspot-get-communications` (activity-date): tally `channel-type`.
**Step 3: Report**
* Table, one row per rep: calls, connected calls, meetings, meetings completed, emails sent, emails received, notes, messages, total.
* Team totals row.
* Active users with zero logged activity.
* Two or three observations (for example, many calls but no meetings booked).
**Rules & Guidelines:**
* This prompt is read-only. Do NOT call any write tool: `hubspot-add-contact`, `hubspot-add-company`, `hubspot-add-deal`, `hubspot-add-ticket`, `hubspot-update-contact`, `hubspot-update-company`, `hubspot-update-deal`, `hubspot-update-ticket`, `hubspot-add-contact-note`, `hubspot-add-company-note`, `hubspot-add-deal-note`, `hubspot-add-ticket-note`.
* Compare reps only on counts; do not rank performance or infer effort.
**Validation:**
* If a source returns nothing, show zeros and say which source was empty.
* If a source hits `max-records`, say that rep's counts may be understated.Who it's for
One answer, three teams that use it
Sales managers
Prepare the weekly team check in
See each rep's logged calls, meetings and emails for the week without combining reports.
What activity did each rep log in HubSpot in the last 7 days?
Sales leaders
Spot reps who are not logging
Active users with nothing logged stand out, so you can check whether activity is being recorded.
Which active HubSpot users logged no calls, meetings or emails this month?
Customer success managers
Review your own activity
Check what you logged over a period before a one to one or a quarterly review.
How many calls, meetings and emails did Priya Shah log in HubSpot over the last 30 days?
How it works
What PopdockAI does when you ask
You set a lookback period and your AI assistant counts each rep's logged HubSpot activity. You get one row per rep, and nothing is changed.
01
Ask
You set a lookback period and optionally one person.
02
Read
It reads active users and their logged activity in the window.
03
Count
It totals connected calls, completed meetings, emails, notes and messages per rep.
04
Report
You get one row per rep and observations, with no performance ranking.
What PopdockAI provides
The tools behind the answer
Ready made tools for HubSpot and one secure connection to your AI tool. No code, no exports.
hubspot-get-users
hubspot-get-calls
hubspot-get-meetings
hubspot-get-emails
hubspot-get-notes
hubspot-get-communications
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
A weekly team activity snapshot
Related use cases
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One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.