How do I send a HubSpot table to Email on the first of every month?

Connect your HubSpot account to Chartcastr (connects via OAuth with read-only CRM access), select the data you want to visualize as a table, choose Email as your destination, and set the schedule to on the first of every month. Chartcastr handles rendering, delivery, and AI-powered summaries automatically.

Is sending HubSpot charts to Email free?

Chartcastr has a free tier that includes scheduled chart delivery. For higher-frequency schedules like hourly, or advanced features like AI summaries and multi-channel delivery, check our pricing page.

Can I change the schedule after setup?

Yes. You can adjust the delivery frequency anytime — switch between daily, weekly, monthly, or set a custom cron expression. Your chart configuration stays the same; only the timing changes.

Does the table include AI analysis?

Yes. Every chart delivered to Email includes an AI-generated summary that explains what changed, highlights anomalies, and suggests follow-up questions. Your team gets context, not just a picture.

Send HubSpot Tables to Email First of Month

Automatically send HubSpot tables to Email on the first of every month. Displaying exact values and detailed breakdowns from your CRM and pipeline data, delivered straight to your inbox with AI-powered summaries. Ideal for monthly reporting, board updates, and MBRs.

First of Month · Cron: 0 9 1 * *

Begin each month with a table of your CRM and pipeline data. Share with anyone — no Slack account or app install required.

HubSpot docs Email docs

How It Works

Connect HubSpot

Chartcastr connects via OAuth with read-only CRM access. Select the CRM and pipeline data you want to visualize.

Choose Table

Pick a table — best for displaying exact values and detailed breakdowns. Chartcastr renders it automatically.

Set Up Email Delivery

Add recipient email addresses for delivery. Charts are delivered straight to your inbox.

Schedule First of Month Delivery

Set your cron to `0 9 1 * *` or pick "First of Month" from the scheduler. Ideal for monthly reporting, board updates, and MBRs.

What Your Team Sees

First of Month in Email

HubSpot Table

Get the exact numbers for your pipeline summary by stage in a clean, sortable table. Every chart arrives with an AI-generated summary explaining what changed and what to look at next.

pipeline summary by stagedeal velocity trendsclosed-won revenue over time

Why First of Month?

Ideal for monthly reporting, board updates, and MBRs

Begin each month with fresh CRM and pipeline data visualized as structured rows and columns with exact values. No manual work, no stale dashboards.

Automated & Reliable

Set it once and forget it. Chartcastr handles data fetching, chart rendering, AI analysis, and Email delivery on the first of every month — automatically.

Why Chartcastr for HubSpot to Email

No Code Required

Set up HubSpot to Email delivery in minutes without writing scripts or maintaining cron jobs.

AI-Powered Summaries

Every table arrives with AI analysis highlighting what changed and why it matters.

Pipeline, deal velocity, and revenue charts built from live HubSpot data

Share with anyone

Share with anyone — no Slack account or app install required

Other Schedules

Daily Weekly monday schedule

Other Chart Types

Bar Chart Line Chart Area Chart

Learn more about HubSpot to Email integration

Frequently Asked Questions

Ready to send HubSpot charts to Email on the first of every month?

Set up automated table delivery in minutes. No code, no manual exports, no maintenance.

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