BetaCreate workflows in Agent Hub

Automate your processes with workflows in the Agent Hub. When creating workflows in the Agent Hub workflow builder, you can start with either workflow actions or triggers, and change your triggers at any time in the process.

Trigger your workflow from within HubSpot or on third-party applications such as Slack messages.Execute actions both within HubSpot and in other applications such as Google Sheets. Structure your workflow by moving your actions in the editor. 

You can create and run agents directly within the workflow. You can also use custom code actions in the Agent Hub workflow builder, and use Breeze Assistant to automatically generate the corresponding code. Learn more about building workflows using Breeze Assistant.

Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.

Add triggers in the Agent Hub workflow builder

Unlike the regular workflow editor, you do not need to start your workflow with triggers. You can also change your triggers at any time while editing your workflow. When setting up your event triggers:

• You can only use one trigger for each workflow. Learn about the triggers available when creating workflows in Agent Hub.
• Each record will only be automatically enrolled in the workflow once. By default, records will not re-enroll. 
• Currently, while it's possible to trigger the workflow manually with the run manually trigger type, it is not possible to manually enroll records in workflows created in the Agent Hub workflow builder.

Add and update triggers in the Agent Hub workflow builder

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. In the top right, click Create and select Workflow. 
3.  In the editor, click Add trigger.
4. In the left panel, select your triggers. 
5. To change your trigger type, hover over the trigger and click the verticalMenuIcon three dots vertical icon. Then, click Replace.
6. To delete your trigger, hover over the trigger and click the three dots vertical icon. Then, click Delete. 

Manually run agents with your workflow 

To manually trigger your workflow, you can use the Run manually trigger type. When using this trigger type, you can run your actions without an enrolled record. For example, you can use this workflow to manually run a set of agents. When using this trigger type:

• If this trigger is not selected, you cannot manually run the workflow.

• You cannot manually enroll records in the Agent Hub workflow builder. 

To manually run your workflow:

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. In the top right, click Create and select Workflow.
3. Click Add trigger.
4. In the left panel, select Run manually.
5. After setting up and turning on your workflow, in the top right, click Run. This option will be greyed out if Run manually is not the selected trigger. 
6. In the dialog box, click Run. To hide this dialog box moving forward, select the Don't show this reminder again checkbox. 
    

Add workflow actions in the Agent Hub workflow builder

Instead of starting your workflows with fixed triggers, in the Agent Hub workflow builder, you can start by adding actions or by setting up triggers. When adding actions in the Agent Hub workflow builder:

• You may not be able to set up the action completely. Instead, it'll be saved as a placeholder action.
• Currently, only certain actions are available for use with the Agent Hub workflow builder. Learn about the actions available when creating workflows in Agent Hub. 

To add actions to your workflow: 

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. In the top right, click Create and select Workflow.
3. In the top left, click the + add icon.
4. In the left panel, select from the following: 
   • Popular: select from commonly used actions suggested by HubSpot. 
   • HubSpot: add standard actions such as the Edit record action to your workflow. Learn more about the different actions in HubSpot. 
   • AI: add AI actions or create and run an agent from your workflow. For example, you can run the Summarize record action or trigger the Call Recap Agent from within the workflow. Learn more about using agents from within the Agent Hub workflow builder. 
   • Apps: add actions from external third-party applications. For example, you can create an Asana task or a JIRA issue from the workflow. 
     
     

5. To quick-add actions from within the workflow editor, click the + add icon after an action. Then select from the following: 
   • Action: add an action to your workflow. When selecting this option, the action panel will automatically appear. 
   • Branch: add an if/then branch to your workflow. Learn more about setting up branches. 
   • Delay: add a delay to your workflow. You can select from For a set amount of time, Until a day of the week, or Until a specific time of day type delays. Learn more about using delays. 
     
     

Create and run agents from within an workflow

Create and run agents directly from within the Agent Hub workflow builder. For example, create an workflow to run the Deal Loss agent and send the results to the deal's owner. Learn more about managing and customizing agents. 

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
4. In the top left, click the + Add icon. 
5. In the left panel, click the AI tab. Then, click Add an agentic step.
6. To use an existing agent:
   • In the left panel, select the agent that you'd like to use. It will automatically appear in the editor.
   • To configure the agent, click the agent action in the editor. 
7. To create a new agent:
   • In the left panel, click Create new agent. 
   • In the Describe what this agent does field, enter a prompt for your agent actions. 
   • Click Create agent. The new agent will appear in your editor. 

Move and connect your workflow actions and agents 

When setting up your workflow, you can manually move existing actions to review your workflow more clearly. Certain actions such as agentic actions may appear as standalone actions in the workflow editor.

• These actions must be connected to the main sequence of trigger and actions before the workflow can be turned on.

• Standalone actions not connected to the main sequence of trigger and actions will not execute when the workflow is run.

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
4. To move an action, click and drag the action to the desired location.
5. In the workflow editor, click the arrow or the + add icon after your action, and drag it to connect to the new action or agent. The connection should automatically appear.
6. To remove a connection, hover over the connection and click the delete icon. 
7. To organize your actions in the workflow flow, in the bottom right, click the tidy-up canvas icon. This will automatically rearrange your actions in straight lines. 
   
   

Manage your workflow actions 

To test, clone, delete, replace an existing action:

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
4. Hover over the action and click the verticalMenuIcon three vertical dots icon. Then, select from the following: 
   • Replace: replace the action with another action in the same location in the workflow editor. 
   • Test: test your agentic action. This option will only appear on certain agent actions. 
   • Test history: review the agentic action's test history. The Test history panel will automatically appear on the left. 
   • Duplicate: clone your action. The duplicated action will automatically appear in the editor with the same configuration as the original action. 
   • Copy: copy the action to your clipboard. You can paste the action anywhere in the editor by using Command+v or Ctrl+v.
   • Delete: delete your action The action will automatically be deleted. You can undo delete actions by clicking the undo icon in the top left of the editor. 

Undo and redo changes to your workflow

When creating or updating your workflow, you can undo or redo any changes from within the editor.

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
   
4. To undo or redo changes in your workflow while in the editor:
   •  In the top left, click the undoIcon undo icon or redoIcon redo icon.
   • You can also undo changes by tapping Ctrl + Z or ⌘ + Z on your keyboard.

Turn your workflow on or off 

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
   
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
   
4. To save changes to your workflow, in the top left, click Save. 
5. To update an existing workflow after making changes, in the top right, click Save and publish changes. If this option is not selected, updates will not be automatically applied. 
6. To turn an workflow on, in the top right, click Turn on.
7. To turn an workflow off, in the top right, click Turn off. 

Review your workflow performance

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
4. In the top right, click Run history.
5. In the right panel, review your workflow details: 
   • Started: the count of runs that have started in this workflow.
   • Done: the count of completed runs for the workflow.
   • Action required: the count of runs where an error may have occurred.
6. To review the run history of a specific record, click the Choose a trigger source dropdown menu. Then, configure the following: 
   • Trigger source type: select the object-type that you'd like to review the run history for.
   • Trigger source: select the specific record that you'd like to review the run history for.
7. To filter your data, click the filter icon. You can filter based on the following: 
   • Date triggered: filter your data by when the workflow was run.
   • Version: filter your data by the workflow version.
   • Status: filter your data by the progress of the run. You can select from Done, In Progress, or Action required. To filter your runs by error, you can select the Only runs with errors checkbox.
     
     

Next steps

• Select workflow triggers in Agent Hub
• Choose your workflow actions in Agent Hub
• Target and use CRM record data in Agent Hub workflows
• Manage workflows in the Agent Hub
• Set webhook event triggers with Agent Hub workflows
• Set Slack event triggers with Agent Hub workflows