Use AI assistants in workflows

Use AI assistants to build enrollment triggers and add actions to your workflow. 

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.

Turn on AI settings

To use AI in your workflows, turn on the following settings:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, in the Account management section, navigate to AI.
• In the Access tab of your AI settings, click to toggle the Give users access to generative AI tools and features switch on.
• To personalize your content, click to toggle the CRM Data switch. This is recommended to generate outputs relevant to your company. Learn more about managing your AI settings.

Add triggers to your workflow using AI assistant

Use AI assistant to suggest workflow enrollment triggers. When using AI assistants to add workflow enrollment triggers, you can generate the following enrollment trigger types in contact, company, deal, and ticket-based workflows:

• Form submissions
• Property changes
• List Memberships changes
• Page Views

To use AI assistant to suggest enrollment triggers to your workflow:

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of an existing workflow. 
• In the workflow editor, click the enrollment trigger box. 
• In the left panel, click Use AI to generate or Generate a trigger with AI. 
   

• In the left panel, describe the filter you want to apply. Then, click Generate trigger.
  
  

• The suggested trigger will appear in the form editor. To use the suggested trigger, click Keep trigger. 
• To refine or generate a different trigger, click Back 
• Continue setting your workflow. 
  
  

Add actions to your workflow with AI assistant

When using AI assistants to add workflow actions, you can generate the following action types:

• Create Task
• Create object
• Set property
• Copy company property
• Set Marketing Contact Status
• Manage communication subscriptions
• Send Slack Notification
• Send internal email notification
• Send in-app notifications
• Delays
• Delay until date
• Rotate record to owner
• Based on a single property value branch

To use AI assistant to suggest actions for your workflow:

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of an existing workflow.
• In the top left, click Edit > Add action.

• In the left panel, click Use AI to generate. 
• Enter a prompt describing what actions you want to add to the workflow. Then, click Generate actions.
   

• In the workflow editor, review the suggested actions. To further customize a workflow action, click on the action. Learn more about using actions in workflows. 
• To add the suggested actions to your workflow, in the left panel, click Keep actions.
• To generate another set of actions, in the left panel, click Re-generate.