At a glance
- Pick a few numbers you will act onA dashboard with forty numbers gets ignored.
- One row per weekKeep the sheet simple: one row for each week, one column for each number.
- Where each number comes fromHubSpot's search API gives deals created or closed in a date range, and the open deals.
- Show the change, not only the numberThe email is what gets read.
Automation
- Read last week's numbers
- Add one row to your sheet
- Compare with the week before
- Email you what changed
- Week added
- Changes worked out
- Summary sent
Pick a few numbers you will act on
A dashboard with forty numbers gets ignored. Start with the ones that change a decision:
- Sales: new deals and their value, deals won, open pipeline
- Money in: invoiced, payments received
- Money owed: unpaid invoices and how much of that is overdue
- Cards: payments, refunds and failed payments
Add more later, once the first set is part of your Monday.
One row per week
Keep the sheet simple: one row for each week, one column for each number. That makes the sheet easy to chart and easy to compare, and you can add your own columns beside it.
Use the same week every time, such as Monday to Monday in your timezone, so the numbers line up with how you think about the week.
Where each number comes from
HubSpot's search API gives deals created or closed in a date range, and the open deals. QuickBooks Online's query API gives invoices and payments by date, and unpaid invoices with their due dates. Stripe's charges list gives payments, refunds and failures for the week.
Large accounts return results in pages, so a reliable setup reads every page rather than the first hundred records.
Show the change, not only the number
The email is what gets read. List each number with its change on the week before, so a drop in payments or a jump in overdue invoices stands out.
If one tool cannot be reached, send the rest anyway and say which source failed. Half the numbers on time beat all of them a day late.
Updated 2026-10-28. General guidance, not advice for your situation; we scope each project in writing before any work starts.
Download the template
An n8n workflow that reads last week's numbers from HubSpot, QuickBooks Online and Stripe every Monday, adds one row to a Google Sheets tab, and emails you a summary with the change on the week before. Free, with setup steps. You add your own accounts and settings.
Questions people ask first
Do I need all three tools?
No. Each source can be switched off in the workflow's settings, so it works with HubSpot alone, QuickBooks alone, Stripe alone, or any mix.
Will it change anything in my accounts?
No. It only reads from HubSpot, QuickBooks and Stripe, and writes to your Google Sheet.
Can it include other tools?
Yes. Any tool with an API can add columns. We can scope that with you.
What if I run it twice for the same week?
The row for that week is updated rather than added again.
Tell us what you need built.
Tell us the process and the tools involved, or call. We reply with questions or a written scope.
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