Top HubSpot Updates - Monday Recap - Nov. 11, 2024

It's that time of the week—we're here with our weekly HubSpot Updates Recap! This week brought some interesting enhancements that we're excited to see in action. Let's dive in!

Here are the Top HubSpot Updates for the past week ending November 11, 2024:

• Data Quality Property Insights in Report Viewer, 
• Freeform Prompting in Content Remix, 
• Create note workflow action.

Data Quality Property Insights in Report Viewer

This update introduces data quality property insights into the Report Viewer property about modal. It is available for contact, company, deal, and ticket objects.

How does it work?

To view property insights in Report Viewer, open a report > click the dropdown next to More > click Data Quality

Within this view, you can now see additional insights on the property including property issues, fill rates, and a direct link to the data quality command center for additional context (for example: an overview of property update sources over time).

Freeform Prompting in Content Remix

Freeform prompting introduces a new node type to content remix. Freeform prompts allow you to write custom instructions to content remix's AI to transform and control additional remix outputs.

Why Does It Matter?

With freeform prompting, you can better apply your creative and strategic strengths to the content remix process. Rather than be locked into direct transformations from one type of content to another, you can now give custom instructions on what to generate (similar to how you would in Breeze Copilot or ChatGPT). This improves efficiency as well as your control over AI-generated content.

How does it work?

Freeform prompting is enabled by default once your portal is in the beta.

• Select the freeform prompting output type.
• In the attributes panel, put in a prompt. This can be used similarly to how any chat-based AI tool would be used.

Example 1:

• Start your remix with a blog post.
• Add a freeform prompt node and give it instructions to write a press release about the topic discussed in the blog post for a specific audience.
• Continue to remix from the content that has been generated.

Example 2:

• Start with a whitepaper PDF that covers different topics.
• Use a freeform prompt node to give the AI instructions to focus on just one topic and identify key quotes.
• Use that output to continue remixing.

Create note workflow action

You can now automatically create notes using the new "Create note" workflow action.

Why does it Matter?

Notes are a versatile tool for adding important context to records, highlighting key information, or summarizing changes for your team. With the new "Create note" workflow action, you can now automate the addition of notes to records as part of any process. For instance, when handing a customer off to the onboarding team, you can use a workflow to automatically add a note summarizing the information gathered during the sales process. Any data from the workflow can be included in the note body, including enrolled record properties, associated record properties, and workflow run time data like action outputs.

How Does It Work?

To use the action, create a new workflow and set up your trigger.

• Search workflow actions or view the CRM action category to find the "Create note" action
• Select the action and draft the note body
• Add personalization tokens from the enrolled record, associated record, or workflow action outputs to the note body as desired

The workflow automatically associates the note with the enrolled record.

Live Session on HubSpot AI Tools - Register Now!

Explore HubSpot's cutting-edge AI tools in our upcoming live session on Thursday, Nov 21, at 11 AM PT! Participate in an interactive 30-minute demonstration, where we'll show you how to create top-notch content, transform existing materials, and quickly draft case studies using HubSpot’s Breeze Content Agent.

This is your opportunity to see real use cases and our best practices to streamline your content creation process. Don’t miss out—reserve your spot to see how easy content creation can be!