The HubHeroes Podcast

George B. Thomas: All right. So let me set this up a little bit. Chad's gonna be showing some stuff on his screen. We're gonna be having a conversation without a screen being shared as well. Um, but today we wanna talk about something that's, uh, well, it's happened a, a, a little bit ago. Um, well, I gotta be careful 'cause alpha and beta
Max Cohen: And Omega
George B. Thomas: bit ago.
I don't know, and omega. Uh, alpha, beta, and omega have happened a while ago, but that doesn't mean that everybody that's listening or watching this actually has seen it, um, been able to pay attention to it, or has it in their portal potentially. I, I don't know if it's rolled out completely. And that is the idea that now under, not automation, believe it, uh, now you can still go to automation and you can see workflows, but under the Breeze, uh, tab in your HubSpot navigation, and then going into Breeze Studio, 'cause by the way, if you just click on the Breeze navigation, y- you don't see workflows.
You see Overview, Breeze Studio, Contacts, Knowledge Vaults, uh, Breeze Marketplace. Hmm, boy. Uh, what... Hmm. Hmm, hmm,
Max Cohen: Boy Harry
George B. Thomas: yeah, but if you go into Breeze Studio, you quickly see that once you're in Breeze Studio, that there is a Workflows tab that you can start to interact with. And, and here's, I'll, I'll give you a little interesting t- tidbit of, uh, info that shocked the crap out of me is I was doing a AI, uh, ROPS, RevOps, AI RevOps hug, uh, with the team at Profoundly and Clemen and all those folks over there.
And I was actually working in regular workflows and asking Breeze Assistant to build a workflow. What's fun is it didn't actually build it in the old builder, it built it in the new builder, uh, which was like a happy accident, uh, during a live training/uh, event. But, but, but it's a sign that HubSpot must be saying, "Hey, it's time to move your brain, Breeze Assistant, to this area when things are asked for."
So, um, Chad, t- talk me through, uh, and maybe Max, you know, how, where are you guys at with this? Are you brand new with it? Have you been using it a little bit? Where does your brain go? Let's, let's start the conversation there, and then I'll kick in some thoughts.
Max Cohen: touched it, but I'm excited to touch it
George B. Thomas: Yeah. Yeah.
Chad Hohn: I've, uh, been in there, and as you, as you would always expect, I've tested and built things and found some new workflow actions that only exist within this Buildinator. Um, you know, there are various other, um, you know, other things that you can do. They've increased the flexibility of the tool. There's, you know, search action for searching for a record.
They're working on, I think at some point, I don't think it's ready yet, but search multiple records, um, to return multiple instead of just a single, which could be cool for, like, looping purposes. Like, let's say a meeting thing happens, and you get all the contacts and do something to every contact related to the meeting, where the meeting is the trigger, right?
That could be a really cool thing. Um, there's tons of really great stuff that they're working on in here. I've played with it a bit. It goes hand-in-hand with agents, but I think part of the reason that they're re-skinning the workflow tool to work with this is, like, you remember how now properties have, like, the documentation tab?
George B. Thomas: Yep.
Chad Hohn: So you can have a description describe each enumerative option if it's a dropdown or a multi checkbox or whatever, and a data agent instruction section. I think workflow actions needed that a little bit behind the scenes. And like, you know, allowing the, the, the build a workflow builder with Breeze to tell it what to automate or do, I think that, um, maybe needed a little bit of additional metadata around the structure to, to allow the AI to properly be building things out.
And I think that's-- this is the culmination of the, that over time, trying to, like, just use AI to build in the old way with the old flow and the old UI. I think that turned into this thing. So I think that's, that's how we got where we're, where we're at. I think maybe someday this UI may go into the old place, and they might migrate everything.
But for now, they're two separate things.
George B. Thomas: If, if I, uh, put a stake in the ground again July 6th, uh, 2026, I feel like this overtakes the Workflows tool. I, I, I just, I, I fundamentally believe that there are some things that are happening in here that are just like... I, and I said this in the green room before we g- even got started. I've seen more-- 'Cause I'm part of a, um, Breeze Studio private beta Slack channel, and so I get the kind of, uh, n- the hat tip to like, "We just added this feature.
We just added this feature. We just added this trigger. We added this trigger. We added these three triggers." And so I've seen more happen in the last six weeks in this builder than I think I have in the last six months of the actual Workflows builder. And so again, always trying to pay attention to those signals or signs of like where HubSpot is headed.
And, and if you just, if you think about it too, there's some things where like, let, let's say for instance, if, if I'm gonna do a trigger in old workflows or new workflows, right? Things like segment membership change, property value change, record created, form submitted, run manually, run on schedule if you have the right, um, feature or the right hub.
Um, all of these are kind of normal HubSpot triggers, although the run on a schedule is very interesting 'cause it's new in the new one and it doesn't seem to be, uh, limited by probably anything pro, like, you know what I mean? I don't know if it's in starter, but, but pro and, and going on. Here's the thing though.
There's these, this idea of app triggers. So I watched a video where they literally were starting as Google Sheets as like the trigger to the thing that somebody's gonna do in HubSpot. Now I want everybody to think about that because in this world where context is everything and we're trying to get everything to be in a place, they're also making a system where the thing doesn't have to be in the place for the thing to do the thing that it has to do in the place that it doesn't live.
You can rewind that and listen to it five times and try to figure out if I just made any sense or not. But the, but the difference in like if you go through Popular and then you go through HubSpot and then you go through Apps in, in this actual builder when you go see it, you'll see there's just some fundamental differences of things that you can...
Like, listen, front and center is like playbook log. Um, you know, user updated association, quote,
Chad Hohn: Yeah,
George B. Thomas: counter-signed event. Like, like, all right, so I'll shut up. Um, it, it... Chad or Max, maybe Max,
Max Cohen: say user updated association?
George B. Thomas: User updated association is a trigger
Max Cohen: Oh, they're totally gonna replace Workflows with this thing. It--
George B. Thomas: Like,
Max Cohen: C- 'cause they're building in weird stuff that the other one couldn't handle, and like that
George B. Thomas: well, dude, so here I'll, I'll even keep going. So, uh, buyer intent saved view changed. Okay?
Chad Hohn: Yeah, it's all the buyer intent stuff, right?
George B. Thomas: Yeah. So, so Max
Chad Hohn: can, can fire workflows on contacts or companies
George B. Thomas: Y- yeah, yeah. I mean, it's, it's crazy when you start to look in here, the things that are like... It's almost like somebody said, "How do we allow agents to be triggered and/or do anything humanly possible inside of HubSpot?"
Chad Hohn: I mean, there's Google Sheet triggers too, which are... They did exist before, but other app triggers are coming in. And then there's, like, the standard stuff, you know, catch a, catch a web hook and that kind of stuff will, will be able to trigger this. But at the moment it's, they haven't added all of those things.
So some of the things still only exist in the old one, right? But some of the things do exist here,
George B. Thomas: Oh, yeah. Yep. Max, where's your, where's your brain right now? I'm curious 'cause you're just kinda
Chad Hohn: Yeah.
George B. Thomas: taking it all in
Max Cohen: Well, I'm excited to see the thing. I'm excited to see the thing, but I'm, I also think like, a- admittedly I'd, I'd, I've been, I've been told about this before, um, and the, the, the, the, the way I walked away from that conversation was like, oh, I'm gonna have to completely rethink or rewire my brain around how I think workflows work or w- how automation in general works.
Because like I'm very... Like my brain is very hardwired into this like, you know, object gets dropped into the top of this thing and it bounces through all these different branches and things happen to it, right? And like my, my brain is wired to like think of workflows that way. And like that's what helps me, you know, be able to like think a bunch of different steps ahead or like immediately know if something's impossible and like all that kind of stuff, because like I have this mental model, right?
Which has served me well up until this point. And from what I understand, which is pretty minimum, but even, even, even what I've understood so far, that mental model ain't gonna work anymore, I don't think. I mean, it
Chad Hohn: It's pretty similar.
Max Cohen: it might. Yeah, yeah. But
Chad Hohn: You'll find a lot of familiarity here
Max Cohen: that's good, but I think that model serving me a framework of what's possible probably isn't gonna apply as much as, as it is before, right?
As in HubSpot object falls through the little Plinko board, you know what I mean? Like that's, I think it's a little different
George B. Thomas: Yeah, I think-- So I think that foundation and thinking of your understanding as a foundation serves you well.
Max Cohen: I get that. I just don't want it to be a limiting factor
George B. Thomas: Yeah, yeah, yeah. Ooh.
Max Cohen: and that's what I'm
George B. Thomas: Ladies and
gentlemen
Chad Hohn: there's, new boundaries out there, and all of us people who've, like, bounced around in the old Workflows tool to find out whatever the limits are and when do I need to use a custom coded action versus when do I not, um, we're gonna have to re-explore when do I have to do it custom. And I think part of that is the re-skinning helps what would you like to automate with Breeze Box do more better, right?
Because of the extra metadata and functionality and understanding that they're giving the Breeze Assistant the ability to know what can Workflows do, do at the moment, and a framework to keep that updated as the tool continues to update
George B. Thomas: And, and let me dive into that for a second, 'cause by the way, in the old workflows tool, if you wanted to use Breeze, it felt like you couldn't really use Breeze, meaning Breeze Assistant that dropped down in the sidebar. But you could actually, like, open up Breeze and then go into a workflow and the sidebar would stay there.
Okay, that's a little janky, but it was a workaround. In this new one, there's literally front and center, well, front and right middle panel, there is a collaborate with assistant. So, like it's assist... I'll say it, I don't mean it in any sort of way other than just the way that I know how to communicate it is, it's, it's like assistant first, right?
Like it's, we're stamping this in here. People can have a conversation. Uh, while they're having a conversation, the things can be built. Um, you will have to click less, you can talk more. Like, and so I think there's a whole set of... And I love that, um, Max, you were going to, I don't want it to be limiting, right?
I don't want there to be limiting the beliefs to what this can do based on the foundation that I understand of where we've been, because I wanna go where I need to go to provide the thing that I need to provide moving forward. And so I think that this mindset of coming into this new tool, uh, conversationally working with an assistant, having a historical foundation, but being able to just lean into, uh, Max, you said curiosity, right?
Curious like a kitten. Uh, lean into curiosity and lean into like, is it possible? Is it possible? And Chad, I wanna lean into something you said. Not only is it when you have to build something custom, AKA custom code, but when is it something you should build an agent, right? When is an agent get tagged in here versus custom code get tagged in here versus there's already something that's built out of the box that never even existed before because HubSpot is being like super dope in this area.
And so there's this, this little trifecta of like understanding of like what to do or tag in as you're building new things. Which I've sat here probably about two weeks ago going, I w-- and the only reason it's not done, 'cause daggone if this isn't gonna be an undertaking. But, uh, after being in business for four years and using HubSpot f- since 2012, I look at this and I go, "How can I reimagine my entire business, and how can I just set up from the beginning of somebody interacting with me to the, like, beginning of them being a customer?"
Like, what, what has to happen in this new Breeze world, in this new, uh, studio, in this new workflow system, in the ability to build agents? Like, how can I use HubSpot to make my life and my customers' lives and employees' lives easier? Because now I feel like, and I won't even get started on another tool that's headed down the road that we'll talk about in the future, but I've h- been handed a set of tools,
Chad Hohn: Yeah. Mm-hmm
George B. Thomas: teamwork, um, I've been handed a set of tools that, th- that, that, um, are, are just, they should be, they should be blowing people's minds, and we should be thinking what parts of our business should be re-refactoring
Chad Hohn: Mm-hmm. Mm-hmm. Mm-hmm
George B. Thomas: Chad, do you wanna, you wanna show people under the hood, or do you have a question,
Chad Hohn: yeah. Oh, yeah.
George B. Thomas: Yeah, Max is like, "Come
Max Cohen: haven't looked at it yet. I know I needed to be hand-held by the two of you to do it
George B. Thomas: No, y- nah,
Chad Hohn: you remember, like, that one time we finally got you to use Codex, and then your whole life changed?
George B. Thomas: on his video game?
Max Cohen: guys should... We could do a whole episode just on the game. It's nuts
Chad Hohn: All right, so this is the area. This is the... We're getting a lot of studios now, funny enough. Um, we got marketing studio, breeze studio. Um, you know, I'm sure we'll have more studios. It's like, you know, a couple years ago, it was workspaces, right? Sales workspace, customer success workspace, now studios, and man, the portals, we gotta talk about those at some point.
Like, the customer success portal, like, where you're able to put up all that kind of... Crazy. There's just so much. They're shipping so much stuff. They're shipping faster and faster. The AI gets better, and they're shipping faster. It's bonkers. Um, anyway, the breeze studio really does also pull pretty strongly from context, which is something we need to talk about in another episode.
George B. Thomas: episode. Next episode, let's talk about context.
Chad Hohn: that's gonna be a good one. Um, 'cause they've updated it with custom context for the whole portal and for you as a user as well, uh, that you can upload, like, specific knowledge vault chunks. Now, not that I'm necessarily gonna get my sales team to, like, I don't know, have their AI write a personal brief or whatever on what's cool about them, but if they did, it'd be, like, even better, you
George B. Thomas: Yeah. Yeah
Chad Hohn: anyway, then you have intro, agents, workflows, assistants, inbox, needs... This needs attention is new. Like, if you have breeze agents that are doing things that you want to get your team's sign-off on, you can see, like, record update approvals that show up here, so super easy for somebody to find all the things that they need to approve.
The agents, you can have a bunch, you know, different ones, the workflows. This looks like the workflow builder area. Well, it is. It's just filtered by new workflow style only. Just like if y'all remember forms, you have old form, new form, but they all went into the same spot. If you go to regular old workflows, this workflow that I created is here, this update unnamed workflow beta.
That's the one that's in the automation studio workflow technology business. Okay? So, like, this one is a smushed together. This one is just the new boys, right? The new, the, the new kid on the
Max Cohen: new versus legacy kind of like forms where... Y- yeah, I mean, this is replacing workflows. Yeah,
Chad Hohn: Yeah. Now, check this out. This is, like, cool. Like, I think everybody has access to this. For a while it was invite only.
Um, you can create agents in and of themselves. Assistants are gonna be... I, I heard word on the block is migrated into projects is a
George B. Thomas: Yep. Yep. So I've, uh, I- I'll just say that I think I saw, uh, um, real world documentation that Assistants will be sunsetting, and, um, and that's because we now have projects inside of Breeze Assistant, which by the way, I love. Um, again, during the AI ROPS, uh, hug, I literally was showing them how you could build a project that is an ima- featured image generation machine right in Breeze.
Anyway, not why we're here. But yes, you are correct. It is being s- Assistant is being sunset. Thank God, 'cause by the way, um, I won't have to answer, uh, "What's the difference between Agent and Assistant anymore?" 'Cause that
question was the bane of my
Chad Hohn: or, what's the difference between assistant and custom assistant?
George B. Thomas: Yeah. Oh
Chad Hohn: That also was a pain, 'cause custom assistant couldn't... Anyway, yeah, that was a pain. Um, okay, so then this is also another layer of what would you like to automate? Like for example, what if you have an agent like the handoff agent, right, for your CSMs?
Um, now this is like one of those stock agents that you, I don't think you can... Let me see if I can edit the agent. Uh, let's see. Go back and
George B. Thomas: Configure,
Chad Hohn: Yep, the agents. Oh, you can modify it now. Before, you used to not be able to modify these instructions on these agents. Now they're fully customizable. Now this comes from a template.
It pulls this open and says, "Hey, I want to improve the agent's instructions and do something different." And really all you're doing is just working with Breeze to prompt the prompt better, and then it writes a mo' better prompt, which is what I was kinda like manually doing before. But now they just lead you down this, where Breeze in the sidebar is helping you prompt the Breeze agent so that the prompt makes sense for a good structure, desired output, blah, blah, blah, blah, blah, blah things,
George B. Thomas: Yeah. What, and hang on to your blah, blah, blah and pause for a second. Like, I want everybody to realize, um, historically, I would be working with ChatGPT or Claude to educate it on what HubSpot was to help, have it help me create better prompts, because that's how much I didn't believe in Breeze Assistant, by the way.
Not that we're here to talk about Breeze As- but I was using another tool to get the things, to set up things like customer success agent and prospecting agent. Now, no. Work with Breeze. It is
Chad Hohn: about HubSpot the best.
George B. Thomas: oh my God. Like, it just has
Chad Hohn: understands the tool.
George B. Thomas: it's, it's stupid. It's,
Chad Hohn: better than anything for understanding what HubSpot does, how it works, and it has a very deep understanding of the knowledge base. Like, I love sometimes when I have to ask it something that one of my teammates asked, and it legitimately gives me zoomed-in screenshots with red lines on what they need to click on or something.
It's crazy. It's really good. Anyway, this guy w- if you wanna automate something, let's say, like, generate a C offhand- CS handoff brief automatically when a new deal closes won, right? So this is going to be the prompt that this would give. It's a auto prompt, and, you know, it's asking for a couple of things.
If you send it, it will s- build...
George B. Thomas: Pa-- Yeah, before you send. Yeah. So what I would suggest people do is they look at some of these auto prompts, and maybe even take some of these auto prompts and copy and paste them to a doc so that you can then copy and paste them into Breeze or copy and paste them anywhere you want, and be like, "Hey, can you break down these auto prompts to what makes them amazing?"
Because by the way, at some point, Chad, somebody's gonna be like, "I wanna make my own agent." Well, if you've deciphered the code of what HubSpot is saying the best way to do auto prompts for the agent builder, and you know how to then communicate or conversate to build your own, like, you know what I'm saying?
Like break the building blocks apart for before you go to build the thing you're gonna build. Okay. Oh, sorry. Go, go ahead. Go ahead.
Chad Hohn: Yeah, I mean, the, the agent creator too also has, like, it... Give it natural language as to what you want, and it puts out those good structured desired output type things with the, that, that Breeze is really good at working with, right? So it is really good at that. Now, you can, you know, again, use your, your functionality here, uh, generate your brief, do your thing, and give it the sender, and let's just do that and see what it spits out.
Um, so this is gonna go ahead and work on that. And then additionally, I will dive into the workflow UI in another tab while this is cooking, okay? So it's working on the trigger, working in the sales pipeline. It's gonna basically load the workflows tool. Now, I don't know if you guys know this, but if you use the HubSpot agent CLI, if you install it on your computer, it's the new most recent, like, AI assistant connection from HubSpot, and it includes, if I'm not mistaken, the workflows create and update tool.
Now, it's a little bit of a foot gun because your Claude doesn't always know or your chat doesn't always know exactly how HubSpot workflows are structured. So it needs to look up how other things are built 'cause it has to rip and replace the whole workflow in one shot, right? Which is kind of crazy. But you can legit get
George B. Thomas: up, hold up. You gotta, you gotta back up a second 'cause I can't let it go. A, a, a foot gun?
Chad Hohn: Yeah,
Max Cohen: gonna say Footgun's crazy
Chad Hohn: Uh, it's like, it's a term that people, like, it's like handing somebody a gun that's pointed at their foot
George B. Thomas: Oh, okay, okay, okay.
Chad Hohn: So you can shoot yourself in the foot. It's called a foot gun.
George B. Thomas: Okay, gotcha,
Chad Hohn: Because, like, imagine if you get one comma wrong or one thing, if you have to rip and replace the entire workflow JSON and you get something wrong 'cause AI didn't double-check itself or whatever, or hallucinated something, then all of a sudden your workflow's busted.
Um, and it can turn on and off workflows too, so you gotta be real careful.
George B. Thomas: Mm.
Chad Hohn: But anyway, um, we'll let that thing cook in the background, and then just enter this unnamed workflow. Now this is starting to look kind of like Marketing Studio Canvas with, with workflow things on it, if that makes sense. Like, you know Marketing Studio has the big old honker box in the middle, and then you can just drop things on
Max Cohen: Oh, this is what I wanted. I wanted them to change the workflows UI to be
George B. Thomas: Oh, just
Max Cohen: they did
George B. Thomas: it
Chad Hohn: the grid tech, right? Now this is, uh, you know, popular triggers, right? You have HubSpot triggers, manual schedule, playbook. This is the user updated association. These are all the contact and company buyer intent signals. So if you're using Breeze to monitor any given company, like, uh, high value target prospects, companies, they look for people starting and ending jobs.
It's got document views. I mean, man, the amount of junk they added as trig- triggers for quotes is insane, which is really cool with, uh, Revenue Hub. I mean, imagine
Max Cohen: is a replacement to the workflows tool.
George B. Thomas: Yeah, junk in the coolest
Chad Hohn: junk in the best possible way. Yeah. No, the, I mean junk... Yeah, it's, it's, it's, it's, that's got a, a quote dumpy, if you know what I'm saying.
Max Cohen: saying this thing has hips is what you're saying?
Chad Hohn: Yeah, yeah, it's got some hips,
Max Cohen: Yeah.
Chad Hohn: Let's go.
George B. Thomas: sucker's going sideways quick. So back to technology
Chad Hohn: right, even Google Sheets, like you got row added or updated is a trigger, which is cool. Like, I mean,
Max Cohen: have multiple triggers in one workflow?
Chad Hohn: At the moment, I believe it's just the one.
Max Cohen: if you drag another one on?
Chad Hohn: that, but I... Well, you don't drag them. There's no driggity drags, right?
Um, so let's say we're just gonna run,
George B. Thomas: I bet there will be.
Chad Hohn: Yeah, I, I bet there will be, or like mult- multiple entry points could definitely be a thing. Um, so let's say we're gonna run this manually, and then we have actions, and there's branches, there's agents. Uh, these are all the popular things. Now edit record and then find one record.
This is like search, basically. Think about using the search API. I don't know if you noticed that, but this
George B. Thomas: lost Max. I think he passed out.
Chad Hohn: Including, including, look at this, campaign. You can find a campaign, conversation, uh, invoice. Like, I mean, there's tons of stuff in here, including users, survey responses. Um, and then there's all sorts of different things.
Now, there are things that are like, "Hey, we have some things that we're trying to find." Like, they're not able at the moment to find on edums or dates, I think, um, you know, for search action.
George B. Thomas: And for some of you listening versus watching though, there was coming soon
Chad Hohn: Yes, coming soon
George B. Thomas: was like, "Right now you can't, but
Chad Hohn: Yep,
George B. Thomas: you can see the roadmap is we will be able to."
Chad Hohn: Including the workflow action to create record or task are both also coming soon, but you can do renewal quotes, delete records, um, intent signal tracking. So a lot of what you already could do. Uh, but also send a web hook is unavailable, but custom code i- is available.
And this Breeze tool in the new workflow builder can help you build a CCA, a custom coded action, right? Um, so it, it'll do all the things. And by the way, I pulled up the Breeze assistant in this workflow, and just for, for those on audio, um, it showed me the previous threads. Like it started a new thread to work in this workflow, but we could actually go look at what it built and let's see what it did.
So let's go back to workflows and refresh. Oh, it didn't give me a thing.
George B. Thomas: I don't think
Chad Hohn: Oh, he, he said it's ready to finish it. Okay. It said it's ready to finish it. Yeah. Um,
George B. Thomas: pretty much-- While you're finishing that, they'll pretty much, uh, they, hmm, uh, Breeze will pretty much always end in a thing where it's asking you for the final yes to take the action that you wanna take. Um, so just be prepared for that. But I think that's super smart because it's almost like, um, project mode or plan mode.
Sorry, I don't know why I said project. It's almost like plan, a light plan mode, meaning it's like giving you the ability to say, "No, actually, can you add this, this, and this, and then let's build this thing."
Chad Hohn: Yep. Yep, yep. But yeah, more or less, I mean, all of this different stuff is here. Now, there's other things, uh, inside the workflow builder, and we'll go look at this as soon as it's done. It said, "Here's what I did. Uh, go ahead..." It had a question first. Let's see. So we'll do go ahead and create it Um, okay. Um, now run a custom agent. So you can choose from your custom agents that you've built inside the workflow, and then you could also add an agentic step, which is like, basically it's a step and a desired output that doesn't live as an agent, but only lives inside this workflow is my
Max Cohen: To custom code an action without coding it
Chad Hohn: Kinda. I mean, it's not quite... It doesn't really do necessarily, like, Python code parsing of data or analysis. Like, it'll use the LLM and whatever potential tools the LLM might have access to. These don't necessarily... This agentic step doesn't necessarily have access to tons of tools, I don't think. Like, it might have some basic LLM tools that are built into the model, right?
Um, and when, when I say tools, just, like, I'm sure most people are familiar, but tools are like, hey, the AI brain can do things, but it needs the ability to more better properly perform math. It uses a math tool for that, believe it or not, right? 'Cause LLMs are inherently, like, garbage at math. Like, they just are really bad at math natively, right?
So they use math tools or different things like that. Um, and you know, some, some models have obviously grown past that. There's also, uh, the other different agents that are HubSpot agents, right? So, like, let's say you have the customer agent, prospecting agent, or data agent. So you can pull those in as well.
So let's say we're, like, gonna run the custom agent, and I have, like, this deal upkeep agent, and you would be able to pull in the deal from the workflow if there was. So you know, again, I haven't grabbed it, but this more data would allow you to pull in if you had a, a deal that was the deal trigger, right?
And then it would run your workflow, and then based on your outputs, you could branch, you could add delays. This is just... It feels very fast to build things in this workflow builder. I'm just doing a lot of left-clicking here to build this out, right? Whereas I feel like there was, like, six clicks every time I wanted to add a block
George B. Thomas: And to, and Chad, just grab one of those blocks and just kinda drag it around. Oh, yep, see. D- yeah, I knew. Got it. See, I d- I wanted you to do that for Max because I wanted him to see that you can, like, move these all around and just kind of map them out. Um, and now that you did this, let me just mention this too because I want people to realize...
M- uh, Max, have you ever wished, like, man, in the old Workflows tool, man, I wish I just had some, like, settings to how this is, or, ah, man, this, this thing is a monster, I wish I could clean it up a little bit. Like, Chad, go back to the one that you were kinda working on, uh, real quick. And in the, uh, bottom right-ish area of this, there is, uh, keep...
Yep, there. So t- go to the left a little bit. There's... By the way, if you're watching this, you know what I just did. If you're listening to this, sorry, go watch it. But there's literally, like, some settings area, like canvas settings, but then also there's a little pen that says tidy up canvas. And did you see what just happened when he hit that button?
Like, so you can, like, move stuff around and do whatever, like while you're working, like get stuff out of your way and drag it over here and, and
Max Cohen: love that it shows the ID. That's so sick.
Chad Hohn: Mm-hmm. Yeah, that's an option, right? But yes, I, I do like that. Um, and this is very relevant. Like, let's say you're working with your LLM on this. You're like, "Hey, step three or ID three," and then you tell it that you're talking about that specific branch, and it'll know, right? Not that like,
George B. Thomas: Chad, you just gave-- I hope everybody rewinds that part. Like, um, what, what Chad means is... By the way, the other thing too, if you're watching this or listening to this, please stop typing and get something like Whisperflow or some other version of this, because what Chad just basically said would sound like this: "Hey, Breeze.
In branch number one, we're working with ID6. Can you please do XYZ, ABC so that we can have the output of blah, blah, blah?" Like,
Chad Hohn: And then it'll up... Yeah.
George B. Thomas: it's
Chad Hohn: If you have the HubSpot agent CLI and you turn on the foot
George B. Thomas: he goes.
Chad Hohn: then you're good.
Max Cohen: gun
George B. Thomas: My gosh. W- of course we had to use it twice. Well, three times, 'cause I asked about it.
Chad Hohn: Yeah, oopsie poopsie. Yeah. All right. Anyway, so yeah, it's like that's, I mean, basically it. Now interestingly enough, it, uh, created this workflow in the old, old UI.
George B. Thomas: Wow
Chad Hohn: Um, so I guess it chooses depending. I've only ever had it build them in the new one, but it legit built out the whole thing and then sending a, you know, Slack notification to a specific channel in our company or
George B. Thomas: I wonder if it knows... Well, in this one, there's a thing that we haven't enabled in the new one yet, so we've gotta build it in the old one. Um, I'll be glad again when they just have it where it can kind of migrate into one. Um, we'll see. We'll see h- if that's how it ends up going. But, um, Max, because holy crap, we're already, uh, running out of time, where does your brain go?
What, uh, w- like just talk me through like Max's first impression of the new agents workflow area
Max Cohen: I mean, it's clear it's the new workflows tool. Like, that's the, th- th- like, this is what everyone's gonna be using, and it does everything that the old one does, so it's, it's, it's clear to see what role this thing is playing. Um, and I get why they did it this way. It's like, to make such a fundamental massive change to this, you can't just have it be the same exact tool and, like, migrate everybody.
You gotta, you gotta make something net new that can still do everything. Um, it's,
George B. Thomas: stayed there for a second
Max Cohen: it's... I'm just really happy.
George B. Thomas: Yeah.
Max Cohen: I'm just really happy because I always wanted that canvas thing to be the way workflows worked. The, the, the, that hidden gem of, like, triggering a workflow when someone updates an association is,
Chad Hohn: Pretty cool
Max Cohen: I think that might be the news of the century right there.
Um-
George B. Thomas: And there's
Chad Hohn: always been able to do it via... Yeah, like with a, with a private app, what used to be a private app, the webhooks, used to be able to fire an event on updated
Max Cohen: Yeah, but if as soon as you gotta build a private app like to do any of this
stuff, it's not... yeah.
Chad Hohn: Yeah, you're, you're
Max Cohen: Yeah. What are, what are the options it gives you, by the way, on that? Like, when you, when you do... And, and that's a trigger
Chad Hohn: Yeah, yeah, that's a trigger.
Max Cohen: like you go in and you make a trigger on, um...
Chad Hohn: Oops, wrong one.
Max Cohen: Oopsy-poopsy
Chad Hohn: I'm not used to going to the, the Breeze Studio. Oopsie-poopsie. Uh, let's see. Workflow, and then we'll do a trigger on this one and give Max the news of the century. Let's see. And we have user updated association only if object is associated to a specific one. Interesting.
Max Cohen: Hmm.
Chad Hohn: Like a specific company or if it's up to any deal, let's see, is associated to... These are specific records. I don't know how to switch the object
George B. Thomas: look at that load more that just keeps on going. S- so,
Max Cohen: That w- that's crazy. You can do it to a specific record
George B. Thomas: I- it's, yes.
Chad Hohn: Work table changed. I don't know what that means
George B. Thomas: Uh-oh
Max Cohen: Do they have created association?
Chad Hohn: That's a CRM change event. I don't even know exactly what work table changed means. Uh, I don't know about created association. Record created, um, property value change for, let's say it's a contact, and I, I wonder if they have associated records. No, they don't. There is, like, in the, the, the index views now, you can pull associations into filters, which is really
Max Cohen: Yeah
George B. Thomas: here's what's fun too. Like, I wanna say two things before we get the heck out of here. Can you go back to, like, the main just screen? Um, one, if you're ever curious if anything, uh, can be done or not done in here, uh, just go ahead and,
Chad Hohn: Which main screen,
George B. Thomas: go, g- like go, uh, hit the X on that left-hand side piece. Ch- hit choose your trigger.
Well, maybe that's because you already chose a trigger. But when you're getting started, there's, there is a, a search functionality, like w- in the choose action. So I'm gonna be that guy who said this since 2013, search before scroll. So, like, if you wanna know association or what can happen with associations, if you type in association there, it's gonna literally give you all the-- Well, let's add another letter other than just the three, like maybe an O, because, you know.
Like association, and then boom, you're gonna see what's coming soon, what's available now. Um, all the different things, uh, will show up in here. The other thing that you started to do, Chad, that I want people to know is because in historical workflows, you always hit the plus sign to create a new thing. Go into one that you already had kind of built out, like this one.
Hover over a middle line, Chad, like right after the trigger, and you're like, "Oh, crap, man, I need to add a thing over in the right-hand side of the actual..." Yeah.
Chad Hohn: yeah, yeah.
George B. Thomas: Okay. People, I want you to realize you can hit the plus sign in the middle of a line and be like, "Hey, I actually wanna add an action branch or delay, like, right here."
So you don't have to, like, go to the plus sign to add a thing. Like, you can just start adding it wherever you want, as long as you're hovering over the line when you're building
Chad Hohn: Yeah. Now, I don't know if they have value equals branches here. Oh, they do. So they've merged, uh, for example... Remember how you used to have value equal branches and filter branches? They were, like, different things. You had to use one or the other.
George B. Thomas: We're gonna say yes like we know what you're talking about
right, now,
Chad Hohn: sure. In regular workflows, uh, like these guys, you had branch, and then you had property, action, or output.
This could reference a previous action, and then these could only reference properties on the object that was enrolled and its associations, I think. Right? Um, and so they were for different things kind of. Well, they're smushed together now, if I'm not mistaken. So you have previous actions, like succe- success or failure.
Like, if this was a custom-coded action and you had some sort of value that it output, you could choose, oh, if it's this value, do that. Uh, but then on this group, also double-check the deal, and if the deal has this property as that or whatever, then... You know, so you could, you could kinda smush together both
George B. Thomas: let's say what you just said but in 2026 too, 'cause... And, and again, I know it's your brain, you're used to saying custom code, but, um, if agent output is X
Chad Hohn: Yeah, yeah,
George B. Thomas: if agent output is Y, then do this or that. Like, that's the thing that I hope people are gonna understand and really lean into is, like, this whole conversation we're having today is to enable you to understand that there is a workflow builder that is, yes, you can go build probably anything in the very near future that you would've built in the old workflows tool, but the way that it's being built is for agents to also come along for the ride and be able to do the things that once were impossible to do.
Um, go out into the internet, agent, and research this thing, and give me a score for this, this information, that information, this information, and if, if this information is X, go to branch one. If it's bl, go to branch two. If it bl, bl. And if it goes to branch one, then enroll this agent to do this agent thing to get this output to do the...
Like, guys, the handoffs, the relay races, agent relay races that you could create could be ins- This is why I said I just, I almost wanna re-envision everything from the beginning to the end of my business of, like, what could we be doing in this tool in HubSpot now?
Chad Hohn: Yeah. I mean, like for example here, add agentic step. Do something and output true or false in a property, right? Or a property output. And then this agentic step will give you something that you can now branch on based on whatever it determined, instead of having to use a custom coded action, which I just see...
I say custom coded action because I've just been doing it for so long, 'cause that's how I was able to, like, get done what I needed it done. But what you're... Needed to do, but what you're saying, George, is awesome. And, like, this never was possible in one branch before. I could do actions, success or failure, or previous actions thing, and then also property filters in one filter, like one, uh, branch.
That's pretty cool. You used to have to use two separate branches and layer them or stuff like that if you ever needed that. So very, very, very cool stuff
George B. Thomas: Chad, what's the one thing you would tell people they need to do after this episode?
Chad Hohn: next time you need to build a workflow, give it a whirl in here just for the sake of getting your feet wet. Don't be afraid of new things. Give it a whirl.
George B. Thomas: Yeah, be curious. Uh, Max, one thing you'd tell the listeners
Max Cohen: Oh, one thing
George B. Thomas: Yep
Chad Hohn: One ting
Max Cohen: Get in there and explore it, dude. I mean, it, it's, it... I, I can't, I can't even imagine what we would find if we actually spent, like, a decent amount of time going through each one of, like, the options for, like, triggers and these new actions and everything and, and, like... Dude, I don't know. It's, uh The, the, I, I'm still m- like, I'm still like, like, I, I don't wanna say I'm getting like, uh, um, butterflies in my stomach, but just the ability to just work with it in the canvas and not that like br- dude, like remember when we would build workflows and like you would add, you know, just enough branches to make like one thing shoot a thousand feet over to like the side, and you'd have to play this like scroll game and everything, and have like no control over how that stuff sits?
Like, a big sigh of relief knowing that like we're coming out of that on the... We're, we're getting onto the other side of that stuff. You know what I mean? So-
Chad Hohn: Dude, do you know what's gonna be hilarious, Max, is the first time you have one, like, beautifully laid out the way you want, and someone comes in and clicks that paintbrush, and it
Max Cohen: God, and just nukes it. Yeah.
Chad Hohn: side.
Max Cohen: It's gonna be awesome
George B. Thomas: Oh, shoot. That's why permissions is an important thing. So hey, ladies and gentlemen, uh, take, take a day, take a weekend, do whatever you gotta do, but it, it really is time to be curious. It's time to reimagine the systems and processes and the experiences that you can provide. While you're doing that, remember next week we're gonna talk about context, uh, and that in the Breeze Studio.
Super admins, by the way, there's a lot for you with the whole Breeze Assistant, uh, Breeze Studio. Like super admins, we, you, we gotta polish up on that stuff. But hey, while you're waiting for the next episode, remember to be a happy, helpful, humble human, and remember to do some happy HubSpotting along the way.