Run this on a schedule (Monday 8am works well) to deliver a one-page digest covering every account on a saved HubSpot list. For each contact, Formt pulls their company from HubSpot, AI summarizes the account in 2-3 sentences, all rows are collected into a single PDF, and the digest is emailed out. The team starts the week with a one-page view of every account on the list.
Run this on a schedule (Monday 8am works well) to deliver a one-page digest covering every account on a saved HubSpot list. For each contact, Formt pulls their company from HubSpot, AI summarizes the account in 2-3 sentences, all rows are collected into a single PDF, and the digest is emailed out. The team starts the week with a one-page view of every account on the list.
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