BetaCategorize records in Agent Hub workflows

Add the Categorize record action to your Agent Hub workflow to classify CRM records based on their properties using AI. When using the action, set up different categories. Records will be automatically assigned to different categories based on the category name and description. 

After setting up your action, use outputs from the action, such as the record's Category and Confidence with other workflow actions.

Use the Categorize records workflow action in Agent Hub workflows

1. In your HubSpot account, navigate to Agents > Agent Hub.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the agent builder.
4. In the top left or within the action workflow editor, click the + add icon. 
5. In the left panel, search for and select the Categorize record action. Then, configure your action:
   • Record to categorize: the object type to be categorized. For example, contact records enrolled by the workflow trigger. 
   • Categories: the categories for the CRM records to be categorized by. For example, categorize your records by different industries, urgencies, or sales potential. You can manually create categories or use existing properties. 
     • Enter manually: manually create and define your own categories to sort records by. 
       • To add a new category, click Add category. In the dialog box, configure your category.
         • Category: the name of the category. 
         • Description a description of the category. This field is optional.
       • To remove a category, click the deletedelete icon next to the category name. 
     • Use record property: use and existing property and corresponding property values to categorize your records. The categories will match the options of a dropdown select or multiple checkboxes property.

Example use cases

• Branch records based on category: use the Category output from this action to branch records based on their category. Learn more about using branches in workflows. 

• Update record properties based on category: use the Category output with an Edit record action to update CRM records based on their category. For example, you can use it to update a ticket record's urgency or a company record's industry property. Learn more about using the Edit record workflow action. 

Please note: when using outputs from the Categorize record action, it is recommended to include the Confidence output as an additional AND filter. For example, you may want to only update records when the Confidence for the output is at least 0.85.