Breeze 'Summarize record' workflow action

What is it?

Introducing the new Breeze 'Summarize record' workflow action.

Why does it matter?

Breeze Copilot is HubSpot's conversational AI tool that support your sales, marketing, and service goals. But until now, this AI assistance has only been available on demand, as the team does their day to day work. With the introduction of Breeze actions in workflows, AI tasks can now be automated at scale, using the Workflows tool.

For example, when using a workflow to distribute new leads to sales, use the 'Summarize record' action to create a concise and information packed snippet, that can be inserted into a notification to get your reps up to speed quickly.

How does it work?

In your HubSpot account, navigate to Automations > Workflows.

• In the left hand action panel, click to expand the AI section.
• Choose the 'Summarize record' action and select which record should be summarized. This can be the enrolled record or a record associated to the enrolled record.
• The action will produce an output of that summary, which can then be used in subsequent workflow actions, for example in a notification action.

Learn more about what data may be included in the summary. Results vary based on what data exists on each record. See the KB, for more information on the 'Summarize record' action.

Who gets it?

Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Pro, Service Enterprise