Ask HubSpot a business question. Get a report you can share.
BI Agent turns natural-language questions into interactive reports built from your HubSpot CRM and marketing data. Ask in the AI Studio web app or mention the BI Agent in Slack. It plans the analysis, resolves HubSpot metadata, pulls and aggregates records, checks caveats, and publishes a shareable report.
@BIAgent which industries closed the most deals last quarter, at what ACV, and where did our win-rate slip versus the prior quarter? I need it for the board call at 4.
BI Agent is working on it · 2 min
- ✓ Planned the analysis (Q1 vs Q4, industry split, win-rate)
- ✓ Pulled 412 closed-won deals from Q1 2026
- ✓ Joined to 287 companies, grouped by industry
- ✓ Pulled Q4 baseline for win-rate comparison
- ✓ Validated data quality (no nulls, no dupes)
- ✓ Rendered interactive report
Q1 2026 closed-won by industry · ACV & win-rate delta
Fintech leads at $2.1M ACV across 38 deals. Win-rate dropped 4.2pp in Healthcare - worth a look.
Q1 revenue
$5.9M
+12% vs Q4
Deals closed
412
+38 vs Q4
Avg win-rate
27.8%
-0.9pp vs Q4
What I noticed
- Healthcare lost 4.2pp on win-rate while every other top segment held or grew. Two deals over $200k slipped out of Q1. Probably worth a call.
- Fintech is your engine: 38 deals at $55k ACV. If you doubled SDR coverage there, the math says one extra deal a week.
- Three deals are missing a close-reason. Fix that and the pattern resolves.
Perfect. Run the same view weekly - I want it in this channel every Monday at 8am, with the WoW delta. And re-run for Healthcare specifically, by deal owner.
Questions HubSpot teams ask every week.
Pipeline health
Where are deals moving, stalling, or slipping?
Conversion and velocity
Which stages slow down revenue, and how long does movement take?
Campaign influence
Which campaigns are connected to contacts, pipeline, or revenue?
Lead quality
Which sources, forms, or segments produce leads that convert?
Win/loss
What patterns show up across won and lost deals?
Data quality
Where are fields missing, stale, inconsistent, or unusable?
A report-producing workflow, not a chatbot answer.
01
Planner
Turns the question into an analysis plan.
02
Resolver
Maps the question to HubSpot objects, properties, pipelines, owners, and associations.
03
Engineer
Pulls, joins, exports, and aggregates the relevant data.
04
Analyst
Turns the data into findings and caveats.
05
Designer
Builds the interactive HTML report.
06
Publish
Publishes the shareable report URL and stores the run.
HubSpot reporting breaks when the question gets messy.
Teams need to join objects, inspect historical movement, compare segments, check campaign context, and explain caveats. BI Agent is designed to do that work as a controlled analyst workflow, then return a report artifact instead of a loose chat response.
Reports from the questions already sitting in Slack.
Pipeline review
Stage movement, stale deals, conversion, velocity, owner patterns, and caveats.
Campaign influence report
Campaign contacts, email performance, influenced pipeline or revenue context, and coverage notes.
Lead quality report
Source, form, segment, lifecycle movement, conversion, and bad-data flags.
Data quality audit
Missing fields, inconsistent values, stale records, owner gaps, and cleanup priorities.
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Turn the next HubSpot question into a report.
Ask about pipeline, revenue, lead quality, campaign influence, win/loss, customer segments, or data quality. BI Agent will plan the work, pull the data, and publish the report.
- Ask from AI Studio or Slack
- Interactive reports with caveats where relevant
- HubSpot CRM and marketing data analysis
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