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Generate sales emails in the HubSpot Sales Office 365 add-in using AI assistant

Last updated: January 29, 2024

Available with any of the following subscriptions, except where noted:

All products and plans

In HubSpot, you can use AI assistant to generate sales emails using the HubSpot Sales Office 365 add-in, allowing your reps to scale their efforts to quickly compose sales introduction emails, cold outreach emails, and follow-up emails.

Using artificial intelligence, you can automate the tedious parts of writing emails while still providing personalized and high-quality information to engage with your leads.

Please note: Please avoid sharing any sensitive information in your prompts. To improve the product, HubSpot logs and stores your prompts, generated language, and usage metrics when you use AI assistants. HubSpot shares your prompts with OpenAI in order to enable your use of this tool and OpenAI will store your prompts for content moderation purposes. Your prompts will be attributable to you. By using this tool in beta, you agree to comply with HubSpot’s Beta Terms as well as OpenAI’s Usage Policies, Content Policy, and Sharing & Publication Policy.

Understand AI-generated content best practices

  • Proofread and edit your AI-generated content before publishing it.
  • Edit AI-generated content to maintain your brand's voice and style.
  • Balance the use of AI-generated content with content written by a human.
  • While HubSpot has security measures in place, AI assistants may occasionally generate incorrect, biased, offensive, or misleading information. Verify the accuracy of the output's content, especially any statistics or facts.
  • The large language model that powers AI assistants tends to produce inconsistent results in non-English languages. HubSpot is working on better supporting these languages in the coming months. For now, use extra care in checking non-English content for accuracy and clarity. 

Generate a sales email

To use AI assistant to generate a sales email:

  • Log in to your Outlook account in a web browser.
  • In the top left, click New email.
  • In the top toolbar of the email composition window, click the ellipses icon ellipses then select HubSpot Sales.
  • In the right pane, click Write an email for me.


  • Click the Email type dropdown menu, then select an email type.
  • Provide additional context to help customize the content of your email, such as details about your company and what you're selling.
  • In the next field, enter a description of the content you want to include in the email.
  • In the Select the tone of your email section, select the checkbox next to each tone you want to use in your email.


  • Click Generate.
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