Build Workflows Instantly with AI (Breeze Assistant)

The goal:

• Eliminate workflow build complexity

• Speed up automation creation

• Enable non-technical users to build workflows

What You’ll Achieve

• Create workflows in seconds using prompts

• Reduce dependency on technical teams

• Standardise automation across your portal

Step 1: Open the Workflows Tool

Navigate to:

• Automation → Workflows

Actions

• Click Create workflow or open an existing workflow

• Select From scratch if creating new

Step 2: Launch Breeze Assistant

Access

• Inside the workflow builder, open Breeze Assistant

Use Case

• Generate:

  • New workflows

  • Additional actions

  • Conditional logic

Step 3: Enter a Natural Language Prompt

Example Prompt

What Breeze Will Do

• Create the workflow trigger

• Add timed email actions

• Insert conditional branching

• Configure notifications

Step 4: Review Generated Workflow

Validate:

• Trigger conditions are correct

• Email timing is accurate

• Branch logic behaves as expected

Key Checks

• Enrollment criteria

• Delays between actions

• Correct email assets selected

Step 5: Refine (Optional)

You can:

• Edit actions manually

• Add additional branches

• Adjust timing or conditions

Example Adjustment

Step 6: Test and Publish

Actions

• Test with a sample contact

• Confirm workflow executes correctly

• Click Review and publish

Result

• Build workflows up to 10x faster

• No need for deep HubSpot expertise

• Faster deployment of campaigns and automation

Pro Tips

• Use structured prompts (bullet points) for better results

• Start simple, then refine with additional prompts

• Save successful workflows as templates for reuse

Example Use Cases

• Lead nurturing sequences

• Post-demo follow-ups

• Re-engagement campaigns

• Internal task automation