After adding comments to your HubSpot assets with the collaboration sidebar, you can use AI to generate marketing tasks. The generated task will also appear on your marketing tasks page.
Please note: you can only generate tasks for the top comment and thread. Comments on other threads are not included when suggesting a task. Please check AI-generated tasks for potential errors.
- In your HubSpot account, navigate to the asset you want to comment on.
- From the collaboration sidebar, click the comments ccomment icon. In the right panel, both general comments and comments on specific elements will appear.
- On the top comment, click the AI icon. AI will analyze all comments on the top comment thread and generate a task, including the following:
- A title
- A suggested assignee
- A suggested due date
- Notes with context on the task
- In the collaboration sidebar, you can review and edit your task details.
- After confirming your task's details, click Save to create the task.
- To return to comments in the collaboration sidebar without creating a task, click Cancel.
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Generate tasks from comments (BETA)
Last updated: September 10, 2024
Available with any of the following subscriptions, except where noted:
After adding comments to your HubSpot assets with the collaboration sidebar, you can use AI to generate marketing tasks. The generated task will also appear on your marketing tasks page.
Please note: you can only generate tasks for the top comment and thread. Comments on other threads are not included when suggesting a task. Please check AI-generated tasks for potential errors.
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