HubSpot workflows with AI agents and Breeze actions

25 specs1 free24 Professional1 Enterprise

25 written specs for the AI actions inside HubSpot workflows: Data Agent prompts, Run agent, record summaries and company research. Use them when a rep still reads every form, call or ticket by hand to decide where it goes.

More about aI agents in HubSpot

First in line: categorize inbound form submissions and route by category, write a record summary into the handoff task, pull budget and timeline out of call transcripts, and fill industry and company size on new companies. Then the agents: Company Research, Customer Health, the prospecting agent and the customer agent on tickets. After that, the plumbing every AI workflow needs: a credit guard, a fallback on an empty output, and a log of what the model wrote.

Two traps named in the free spec. Every AI action spends HubSpot Credits, and when the balance hits zero the action fails with an empty output, so the spec branches on that case and creates a manual task. And the options of the AI output must be spelled exactly like the options of the dropdown property: one typo and nothing is written, which looks exactly like an AI failure.

11 of the 25 start from a contact, the rest from a deal, a company or a ticket. 24 need Professional, 1 Enterprise.

Free Categorize inbound form submissions with Data Agent: Custom prompt, then route by category Contact17 steps Every contact form message gets a category within minutes of submission, and the record lands with the right team (sales, support, partnerships or spam) without a human reading the free-text field first. Read it in full

All 25 aI agents specs

Most requested first. Professional tier unless marked.

Categorize inbound form submissions with Data Agent: Custom prompt, then route by categoryContact17 stepsFree Summarize the record into the SDR-to-AE handoff task so the AE opens the call with contextContact8 steps Extract stated budget and timeline from call transcripts into deal properties with Data Agent: ResearchDeal14 steps Fill industry and company size on new companies with Data Agent: Fill Smart Property, with a review queueCompany12 steps Research company news when a deal enters Proposal and post the brief as a note for the ownerDeal12 steps Generate a prospect profile for every new MQL before sequence enrollmentContact8 steps Infer value proposition and ICP fit on signup, then branch to nurture or to salesCompany14 steps Run the Company Research Agent on new target accounts and write structured outputs to propertiesCompany14 steps Run the Customer Health Agent on a weekly schedule and flag at-risk customers to the CSMCompany10 steps Enroll in the prospecting agent when the lead score crosses a threshold, hand back to the rep on reply or meetingContact13 steps Assign new chat and email tickets to the customer agent, escalate to a human when it cannot answerTicket17 steps Classify ticket sentiment and urgency with Data Agent: Custom prompt and set priorityTicket16 steps Draft a reply suggestion as a note on the ticket, never auto-sent, for the agent to editTicket8 steps Credit guard: a daily counter property that pauses AI actions once the budget is spentContact8 steps Empty output fallback: branch on a null AI result to a manual review task instead of a blank propertyContact15 steps Detect the language of an inbound ticket and route it to the matching teamTicket17 steps Classify the closed-lost reason from deal notes into an enumeration for win/loss reportingDeal14 steps Extract competitor mentions from call transcripts and set a competitor property on the dealDeal23 steps Weekly open-deal summary per rep written by Custom prompt and sent as an internal emailDeal8 steps Infer seniority and function from free-text job titles into a persona enumerationContact18 steps Qualify webinar registrants with a custom prompt on title, company and answers, then branch to salesContact13 steps Use a custom LLM action for a classification that needs your own model or data policyContact23 steps Add agentic step on renewal deals: let the agent pick the next action inside explicit guardrailsDeal9 stepsEnterprise Draft a workflow with Breeze Assistant, then audit it against a checklist before turning it onContact7 steps Log every AI output with a timestamp and model version to properties for QA and rollbackContact13 steps

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Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

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