Copilot is now your go to, AI first workflow builder, that makes it easier than ever to create automation for any use case and benefit from the full breadth of HubSpot's workflows tool.
Building a workflow involves a ton of decision making, and if you run into any blockers, it can derail your ability to automate your use case. With copilot, workflow building can be a breeze. Copilot can build an entire workflow for you, based on whatever your goal is. Just tell copilot in plain language what you're trying to do, and copilot will provide step-by-step guidance, helping you select triggers, actions, and even assets & properties that help you translate your objective into an automated process. Once all the details are discussed, Copilot will make the workflow for you! Copilot is like your very own workflows expert, sitting by to help you create bespoke automation to fit any business process.
Open copilot and ask for help building a workflow or tell it exactly what you need:
This functionality currently works with a limited set of triggers and actions (more coming soon!):
Triggers
Actions
Copilot never turns a workflow on, so be sure to review the created workflow and activate it, once you're ready to proceed. Copilot will respect whether or not a person has the proper permissions to create workflows.
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