Sales reps juggle dozens of tasks every day, and it’s easy to get lost in the noise of constant notifications. Too many task reminders can make it harder, not easier, to stay on top of what really matters.
Daily digest emails in HubSpot give you a simple summary of your Sales Workspace tasks each weekday morning. Instead of receiving multiple task reminders throughout the day, you’ll see everything important in one email.
In this blog, we’ll cover how to enable the daily digest, the requirements to start receiving it, what information it includes, and practical tips to use it effectively.
Sales reps face a flood of task reminders, which can make it hard to focus on what’s important. 76% of employees experience burnout at least occasionally, with excessive workloads being one of the main causes. HubSpot’s daily digest email can cut through that clutter.
The daily digest is a weekday morning email that gives you a clear summary of your tasks due that day. Instead of sorting through multiple alerts, you get one message that highlights the most important information.
This email makes it easier to start your day with focus. It helps you see what needs attention right away and links directly back to your Sales Workspace so you can take action without searching around.
Turn on daily digest emails in HubSpot so you get one clear summary of your Sales Workspace tasks each weekday morning. Follow these steps and use the tips to make it work well for you.
In your HubSpot account, click the settings icon in the top navigation bar. If you have more than one HubSpot account, check the account name at the top right first. Turn the setting on in the account you use for daily work.
In the left sidebar, click Notifications. This page controls your email and in-app alerts, including task reminders.
Make sure your primary work email is correct on this page. If your team uses a shared inbox, keep your personal digest on your own email so you do not miss it.
On the Notifications page, click Tasks to expand the options. You’ll see choices for how HubSpot emails you about tasks.
Keep individual task reminders turned on for items that must not be missed. The digest will reduce noise, and special reminders can cover true must-dos.
In the Email column, select the checkbox for Task daily digest. This tells HubSpot to send one morning email that summarizes tasks due today.
Add your email address to your safe sender list so the digest does not land in spam. Search your inbox for “HubSpot” tomorrow morning to confirm you are getting it.
Click Save in the bottom left. Your setting is now active for weekday digests. If you do not see a digest tomorrow, do a quick check. You need to have completed at least three tasks in the last 17 days, and you need tasks due today. We will cover the full rules in the next section.
Go back to Notifications → Tasks, clear the Task daily digest checkbox, then click Save. If you only want a break, set fewer tasks due today for a few days. If no tasks are due, HubSpot will not send a digest.
HubSpot prepares your digest at 6 AM and delivers it to your inbox at 8 AM on weekdays, based on your account’s timezone. Each email is a snapshot of the work ahead, so you can plan your day before it even begins.
At the top of the email, you’ll see the total count of tasks due that day. Think of this as your workload snapshot.
If you see a long list, you know you’ll need to pace yourself or adjust priorities. If it’s only a few, it may be the perfect time to take on extra prospecting or catch up on overdue follow-ups.
The digest also breaks tasks into categories like To-dos, Calls, and Emails. This makes it easier to group similar work together.
For example, if you see a high number of calls, you can block a single time slot to complete them back-to-back instead of switching between calls and emails all day.
Teams that manage their tasks in a structured way are 38% more likely to meet their original goals, so this simple breakdown can make a big difference in staying on track.
You’ll get details on three specific tasks, including the title, any associated records like a contact or company, and whether they’re marked as high priority. This preview is a shortcut for spotting what matters most.
If one of those tasks is tied to a big deal or marked urgent, you’ll know right away what to tackle first.
When a task is flagged as high priority, it’s highlighted in your digest so it doesn’t get buried in the list. Knocking these out early can set the tone for a productive day and help you avoid scrambling at the last minute.
At the bottom of the email, there’s a link to View all due today, which takes you straight to your Sales Workspace. Once you’ve reviewed the snapshot, clicking through gives you the full picture of what’s waiting. It’s a seamless way to move from planning into action.
Daily digest emails are designed to cut down on noise by giving you one clear summary of everything due that day. They don’t replace task reminders but work alongside them. If you’ve set a task to send a specific reminder, you’ll still get that separate notification in your inbox.
The digest simplifies the flood of alerts, allowing you to view your entire workload at a glance. Think of reminders as nudges for individual tasks, while the digest is your morning roadmap that helps you start the day organized.
Turning on the daily digest is just the start. To get the most out of it, you’ll want to use the information in smart ways that make your workday smoother and more productive. Here are some practical approaches.
Make it a habit to open your digest before diving into anything else. Seeing your list of due tasks gives you a clear starting point for the day.
For example, if your digest shows you have three calls and five emails due, you can block time on your calendar right away to handle the calls in one stretch, then move on to email follow-ups. This way, you avoid drifting into less important work.
If a task is marked as high priority, handle it first. These are usually tied to deals moving forward or deadlines that can’t be missed. Imagine your digest shows a high-priority call with a prospect who’s close to signing.
Tackling that early means you’re pushing revenue forward before the day gets too busy. Teams that prioritize tasks are 1.4 times more likely to outperform their peers, so putting urgent items first really does pay off.
The digest only shows three detailed tasks, but the link at the bottom takes you to your full Sales Workspace. Use this to plan your flow for the day.
For instance, if your digest shows three emails but the full list reveals ten smaller follow-ups, you can decide whether to batch them into one focused session or spread them across open time slots.
If you’re a manager, reviewing your digest each morning helps you spot patterns in your workload.
If you’re consistently seeing too many tasks due at once, it might be a sign you need to adjust timelines, delegate more, or support your team differently. This small habit keeps you in control of your pipeline instead of always playing catch-up.
The digest gives you structure, but it’s not meant to lock you in. Think of it as a guide, not a rulebook.
Some days, unexpected client needs will change your priorities. The benefit of starting with the digest is that you always know what’s on your plate, so when you shift focus, it’s a conscious choice rather than something falling through the cracks.
HubSpot’s daily digest emails give you a single, reliable way to start your day with focus. Instead of being pulled in different directions by constant reminders, you can see everything due at a glance.
The digest highlights your total tasks, breaks them down by type, and flags the ones that need immediate attention. It also connects you directly back to the Sales Workspace so you can move from planning into action without wasting time.
Using the digest consistently helps you set priorities and build better habits. Checking it first thing in the morning means you start with a plan instead of reacting to notifications. Handling high-priority tasks early keeps important deals from stalling.
And for managers, it’s a simple way to monitor workload patterns and support your team more effectively. When used well, the daily digest becomes more than just an email: it’s a framework for reducing stress, boosting productivity, and keeping sales efforts on track.
Ready to use HubSpot in the most effective way? Our team at Origin 63 helps sales teams set up and optimize HubSpot so every feature works toward your goals. From daily digest emails to advanced automation, we’ll guide you in creating a system that saves time and drives results.
Reach out today to start building a more strategic workflow.