What is it?
Connect your favorite AI models—OpenAI, Anthropic, Gemini, Cohere, and xAI—to create custom AI-powered workflow actions.
Using your own large language model (LLM) account, you can integrate outputs from these actions with other workflow actions, like sending notifications or creating tasks. For example, you could prompt an AI to summarize enrolled records, then send that summary directly to a sales rep.
Choose from an expanding list of supported LLM providers:
- OpenAI
- Anthropic (Claude)
- Cohere
- xAI (Grok)
- Gemini
Each LLM integration is managed via the Connected Apps page, providing a seamless, centralized, and consistent app management experience.
Why does it matter?
LLM custom workflow actions empower experienced AI users by offering flexibility and control:
- Streamlined Workflow Experience: Centralized workflow action reduces complexity and enhances ease of use.
- Model Selection Flexibility: Users can easily select different LLMs tailored for specific workflows.
- Cost and Usage Control: Customers manage their own API keys, rate limits, and billing through their preferred LLM providers.
- Enhanced Operational Efficiency: Direct integration within HubSpot eliminates the need for third-party automation platforms.
This centralizes the AI workflow experience, enabling customers to select from various supported Large Language Models (LLMs) directly within one workflow action.
How does it work?
There are two ways to set up your LLM integrations for custom workflow actions.
Method 1: Marketplace Installation
- Provide and manage API keys within the app.
- The LLM becomes immediately available within the native "Use Custom LLM" workflow action.
Method 2: Direct Workflow Setup
- When building workflows, users select the native "Use Custom LLM" action.
- If an LLM integration isn't already installed, Users will be prompted to input their API keys, the LLM will be available to use.
- Once connected, the LLM is immediately available for workflow use and management in Connected Apps.
Supported LLM Actions
Each supported LLM provides specific actions within workflows:
- OpenAI
- Ask OpenAI: Generate workflow outputs using custom prompts and CRM data.
- Anthropic (Claude)
- Ask Claude: Generate intelligent responses using Anthropic’s Claude models.
- Cohere
- Ask Cohere: Perform advanced text generation and classification.
- xAI (Grok)
- Ask xAI: Create AI-driven content and intelligent workflow responses.
- Gemini
- Ask Gemini: Utilize Gemini’s models to generate outputs based on prompts and CRM data.
Platform Enhancements
- Rate Limiting: Intelligent buffering and management of rate limits to ensure consistent performance.
- Structured Outputs: Define output formats for easier parsing and downstream automation.
- Live web search: OpenAI, Anthropic, and xAI
- Unified Experience: Comprehensive monitoring, authentication, and troubleshooting via the Connected Apps page.
Who gets it?
Enterprise Customer Platform, Marketing Enterprise, Ops Enterprise, Sales Enterprise, Service Enterprise, Smart CRM Enterprise