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Use Breeze to manage data in workflows (BETA)

Last updated: February 24, 2025

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

Marketing Hub   Professional , Enterprise
Sales Hub   Professional , Enterprise
Service Hub   Professional , Enterprise
Operations Hub   Professional , Enterprise

Use the Ask Breeze workflow action to use Breeze, HubSpot's AI, to analyze, summarize, and categorize data from enrolled records. After, you can use outputs from the action with other workflow actions, such as the Edit record action or branches. For example, within the action, you can enter a prompt to analyze enrolled records and then use a branch to categorize these records.

If your account has a Marketing Hub Enterprise subscription, you can also use this action to generate personalized content to use in automated marketing emails. 

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 our third-party AI Service Providers in order to enable your use of this tool and they may only 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 HubSpot's Acceptable Use Policy.

Use the Ask Breeze workflow action 

Before using the Ask Breeze workflow action, the Give users access to generative AI tools and features and CRM data settings must be turned on. Learn more about managing your AI settings

  • In your HubSpot account, navigate to Automations > Workflows.
  • Click the name of an existing workflow or create a new workflow.
  • Set your enrollment triggers.
  • Click the + plus icon to add an action.
  • In the left panel, click to expand the AI section. Then, click Ask Breeze
  • In the Description section, enter a description for your prompt. This description will appear on the action card. For example, if you're using this action to categorize your companies by industry type, you can add the description: Categorize companies by industry. 
  • In the Message section, enter your prompt
    • You can use the data panel to add properties from the enrolled or any associated records to the prompt.
    • When entering your prompt, it is recommended to limit the response to fit your subsequent action. For example, in your prompt, you can add: The response should be limited to a one-word answer with a value of either "manufacturer" or "importer".
    • Prompts messages are limited to 3,000 characters in length.
  • At the top, click Save

Please note: this action has a limit of 3,000 executions per month, which resets at the start of each month. If you've reached the execution limit, the action will fail until the limit resets.



Test the Ask Breeze action

Test your workflow's Ask Breeze action to preview the action and check that it'll work as expected. You can preview how a specific record will go through the action, including the success or failure of the action and the response generated. 

  • In your HubSpot account, navigate to Automations > Workflows.
  • Click the name of an existing workflow. 
  • In the workflow editor, click the Ask Breeze action.
  • In the bottom left, click Test action.
  • In the right panel, click the For dropdown menu and select the record that you'd like to test this action with. 
  • In the Action output section, you can review the following: 
    • This action's final success or failure state: whether or not the Ask Breeze action will execute successfully for the record.
    • Response: the output generated by the prompt used in the Ask Breeze action. 
       

Use outputs from the Ask Breeze action in branches

After adding the Ask Breeze action, you can direct records down different branches based on the Ask Breeze action's generated output. 

  • In your HubSpot account, navigate to Automations > Workflows.
  • Click the name of an existing workflow or create a new workflow.
  • Set up your Ask Breeze action.
  • Click the + plus icon to add an action.
  • In the left panel, click Branch. Then, select One property or action output
  • Click the Property or value to branch on field. 
  • In the Choose data variable panel, click the View properties or action outputs from dropdown menu and select Action outputs
  • Click to expand the Ask Breeze section, then select Response
     

 

  • At the top, click Next.
  • Set up your branches based on the configured AI outputs, then click Save
     

 

Use outputs from the Ask Breeze action to update records

You can also update properties for the enrolled record or any other associated records based on the Ask Breeze action's generated output. 

  • In the left panel, click CRM. Then, select Edit record
  • Click the Record type dropdown menu and select your target object
  • Click the Property to edit dropdown menu and select a property
  • Click the Choose a value field. 
  • In the Choose data variable panel, click the View properties or action outputs from dropdown menu and select Action outputs
  • Click to expand the Ask Breeze section, then select Response
  • At the top, click Save

 

Use outputs from the Ask Breeze action in automated emails (Marketing Hub Enterprise only) 

Create custom tokens from the AI-generated outputs for use in automated emails. You can create up to 1,000 tokens per account. Learn more about using custom tokens in automated emails

  • In your HubSpot account, navigate to Automations > Workflows.
  • Click the name of an existing workflow, or create a new workflow.
  • In the workflow editor, click the plus icon + to add a workflow action.
  • In the right panel, select the Send email action.
  • Click the Automated email dropdown menu and select an automated email. Or, create a new automated email. 
  • In the Add custom tokens to email section, set up your custom tokens. 
    • Click the Select a property text field. 
    • Click the View properties or action outputs from dropdown menu and select Action outputs
    • Click to expand a Ask Breeze action. Then, select Response. By default, the token's Key field will be automatically set to response. This can be further customized. 
    • At the top, click Save
  • After setting up your tokens, learn how to use your custom token in an automated email

 

Example use cases

The following examples outline the different ways you can use the Ask Breeze action in workflows to automate more complex processes:

  • Qualify your visitors: use the Ask Breeze action to analyze free text information provided by visitors on a form or survey to determine interest. Then, notify users in your account to follow up on the most qualified leads first.



  • Format your record data: use the Ask Breeze action to format data in your account. If the data has been filled or submitted in different formats, you can use the Ask Breeze action to standardize the values into specific formats. For example, you can format different values in a state property to two-letter state abbreviations.
  • Draft emails for sales enablement: use the Ask Breeze action for sales enablement. You can enter a prompt to draft an outreach email based on specific properties in a record. Then, save the email to an associated task record and assign a sales rep to review and send this email.

 

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