Out of the box, this is not possible. The closest you can get would be recurring dashboard emails which let you attach the PNG files of the reports which you can then put into a word document.
With other automation tools (Zapier, Automate.io etc) there might be ways to accomplish this but I'm not aware how.
Most likely, if you want Word documents, your best option would be to sync HubSpot data into a reporting tool which supports Word exports.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Out of the box, this is not possible. The closest you can get would be recurring dashboard emails which let you attach the PNG files of the reports which you can then put into a word document.
With other automation tools (Zapier, Automate.io etc) there might be ways to accomplish this but I'm not aware how.
Most likely, if you want Word documents, your best option would be to sync HubSpot data into a reporting tool which supports Word exports.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer