How to Use HubSpot Breeze in Workflows

HubSpot now includes the Breeze assistant directly in workflows so you can research, summarize, and transform CRM data using AI without leaving your automation tools. This guide walks you step by step through enabling Breeze, adding it to workflows, and configuring prompts that safely leverage your data.

Breeze is in public beta and currently available for certain HubSpot hubs with marketing or sales seat types. Usage follows your AI assistant quota, so be sure you understand limits before building heavy automations.

What Breeze in HubSpot Workflows Can Do

When you add a Breeze action to a workflow, the assistant can generate content, research data, or summarize records based on your instructions. It works on the currently enrolled record and on related records, and can write back results to properties or log notes.

Breeze in workflows is ideal for tasks such as:

Summarizing long CRM records or ticket histories.
Creating short bullets or highlights from detailed notes.
Transforming unstructured text into structured property values.
Drafting internal summaries for sales or service teams.

Because this is built into HubSpot automation, you can trigger AI actions at scale when contacts, companies, deals, or tickets meet specific enrollment criteria.

Requirements to Use HubSpot Breeze in Workflows

Before adding Breeze to your workflows, confirm you meet these requirements:

Breeze is enabled in your account settings.
Your subscription includes access to the AI assistant features.
You understand how AI assistant usage is counted under your plan.

Breeze is in public beta, so functionality and availability may change. For the most accurate, up-to-date requirements and limitations, review the official documentation at HubSpot’s Breeze in workflows article.

How to Enable Breeze in Your HubSpot Settings

To start using Breeze inside workflows, first enable it at the account level. You need super admin permissions or equivalent access to change these AI assistant settings.

Step 1: Open HubSpot AI Assistant Settings

Sign in to your HubSpot account.
In the main navigation bar, click the settings icon.
In the left sidebar, navigate to the AI assistant or Breeze settings section (this may appear under general tools or automation, depending on your account layout).

The settings screen shows you which AI features are available, your usage, and options to enable or disable the assistant in supported tools.

Step 2: Turn On Breeze for Workflows

In the AI assistant settings, locate the toggle or option for workflows or Breeze actions.
Enable Breeze so that it becomes available when building workflow actions.
Review any notes on data usage, privacy, and limitations. Confirm that your team understands how AI content will be generated from CRM data.

Once enabled, you can start inserting Breeze actions into new or existing workflows.

Create a Workflow with Breeze in HubSpot

After enabling the assistant, you can add a Breeze action to any supported workflow type in HubSpot. The action will run on each enrolled record based on your trigger and branch conditions.

Step 1: Choose or Create a Workflow

In your HubSpot account, go to Automation > Workflows.
Click Create workflow or open an existing workflow you want to enhance with AI.
Make sure the workflow type (contact, company, deal, ticket, or custom object) matches the data you want Breeze to analyze or update.

Your enrollment triggers and branches define which records will pass through the Breeze action, so plan your logic with the AI step in mind.

Step 2: Add a Breeze Action

In the workflow editor, click the plus (+) icon to add a new action.
From the list of actions, select the Breeze or AI assistant action.
Position the Breeze step in your sequence where you want AI processing to happen, such as after a form submission, after a ticket closes, or before sending key notifications.

The Breeze configuration panel appears so you can define the assistant’s behavior.

Configure Your HubSpot Breeze Prompt

The Breeze action revolves around a prompt, which tells the AI assistant what to do with your CRM data. Careful prompt design ensures useful, predictable results.

Include Data from the Enrolled Record

You can reference properties from the currently enrolled record directly in your prompt. Typical examples include:

Contact properties, such as job title or lifecycle stage.
Company properties, such as industry or annual revenue.
Deal properties, such as amount, pipeline, and stage.
Ticket properties, such as description or status.

Use personalization tokens or property placeholders within your instructions so Breeze can read the relevant context from HubSpot and respond accurately.

Reference Related CRM Records

Breeze can also use data from records associated with the enrolled object, such as:

Associated contacts on a deal or ticket.
Associated companies on a contact or deal.
Associated tickets and their histories.

When building your prompt, specify which related records to consider, for example: “Using the associated tickets for this contact, summarize the three most common issues in under 100 words.” This helps Breeze leverage the relational structure of HubSpot CRM.

Define the Output Format

To make results easy to reuse, clearly describe the format Breeze should produce. Some common formats include:

Short summary paragraph.
Bullet point list with a fixed number of bullets.
JSON-like structure suitable for parsing into multiple properties.
Single-word or single-phrase value that maps to a dropdown option.

For example, you might instruct: “Summarize this ticket in 3 bullet points suitable for an internal note. Do not exceed 75 words.” Clear instructions help the HubSpot assistant behave consistently.

Store Breeze Output Back in HubSpot

The value of Breeze increases when you save its output to CRM properties or logs for future automation and reporting. The workflow action lets you choose where the AI response should go.

Write Results to Properties

You can direct Breeze to save its answer to a specific property on the enrolled record or a related record. Typical use cases include:

Writing a “Summary” or “AI-generated recap” property after a ticket closes.
Storing an “AI qualification notes” property on a deal.
Creating a structured “Issue category” property based on free-text descriptions.

Once the output is in a property, you can filter, segment, and trigger additional HubSpot workflows or reports from that value.

Log Notes or Activities

Instead of or in addition to properties, you can create notes with Breeze-generated content. This is useful when you want humans to review the output:

Log a note summarizing a ticket conversation for customer success.
Create an internal note for sales before handoff.
Add recap notes after sequences or campaigns.

Notes remain part of the record timeline, so teams see AI summaries directly alongside emails, calls, and tickets.

Best Practices for Using HubSpot Breeze Safely

Because Breeze relies on AI models, you should follow best practices to protect data and maintain quality standards.

Keep sensitive data out of prompts whenever possible. Do not deliberately include regulated or confidential information.
Test on a small sample of records before turning on a workflow for all contacts or tickets.
Enforce word limits and formats so outputs remain consistent.
Review logs and notes generated by Breeze to ensure they meet your tone and accuracy expectations.

Whenever your needs change, you can update the prompt in the workflow action, then re-enroll eligible records or wait for new enrollments to receive the improved instructions.

Monitoring and Optimizing Your HubSpot Breeze Workflows

After deploying an AI-powered workflow, monitor performance and adjust prompts based on real outcomes.

Use workflow history to see which records passed through the Breeze action and whether any errors occurred.
Spot-check records to compare original data with Breeze-generated summaries or categories.
Iterate on prompts to improve clarity or shorten responses, especially if you hit AI assistant usage limits.

If you need more advanced automation strategies, CRM architecture, or AI prompt design ideas, you can explore consulting resources such as Consultevo for broader HubSpot implementation guidance.

Next Steps with HubSpot AI Automation

Breeze in workflows is an important step toward deeper AI automation within HubSpot. By combining strong enrollment logic, clear prompts, and structured outputs, you can turn raw CRM data into actionable insights at scale.

Start by enabling Breeze, adding a test workflow, and building a simple summary or categorization prompt. As you validate quality and refine your prompts, you can gradually extend AI actions to more processes across marketing, sales, and service.

For ongoing updates and detailed technical notes about this public beta feature, continue to reference HubSpot’s official Breeze workflow documentation.

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