Weekly flow: 1) drop this week's attendee master (the HubSpot export). 2) drop the client target sheet — if it has a Client/Sponsor column it auto-splits into one run per sponsor. 3) the match runs automatically. 4) hit Take weekly snapshot — coverage is recorded against today's date and the trend updates. 5) Save project to keep the history. Next week: Load project, drop the new attendee export, snapshot again. No manual crunching.
STEP 1
Attendee master list
HubSpot delegate export · CSV or XLSX
Choose file
Sample attendee list loaded (45 delegates, 30 companies).
STEP 2
Client target accounts
One sheet per client, or a Master TAL with a Client column
Choose file
3 sample sponsors loaded.
Snapshot dateLoad file
GitHub access token
Saves coverage-data.json back to the VC-Innovations/account-coverage-matcher repo. Stored in this browser only — sent only to GitHub. Use a fine-grained token scoped to this repo's contents (read/write).