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AI Studio Workflow Actions

Run AI inside HubSpot workflows.

AI Studio gives HubSpot workflows actions for prompts, company research, contact research, web search, spam detection, OCR, transcription, translation, and sales email drafting. Configure the action in HubSpot, map record data into it, and use the returned output in the next workflow step.

Connect HubSpotSee action inventory
Example: classify a support ticket
Trigger enrollment for contacts
When this happens
Group 1
Associated Ticket description is known any number of times anytime
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1. Send to AI

Classify the support ticket into one category

Click to see configuration
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2. Edit record

Set Support Ticket Category to the outcome of Send to AI

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End

Click an action to see its configuration.

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Workflow ActionsAI inside HubSpot workflows
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How it works

The output goes back into HubSpot.

01

Add the action

Drop an AI Studio action into a HubSpot workflow.

02

Map your data

Pass HubSpot properties, files, URLs, or record context into the action.

03

Choose the tool

Select the model or action, write the prompt, and set options such as web search, file input, or split output.

04

Use the result

Update a property, branch logic, save a note, create a timeline event, or trigger follow-up.

Action inventory

Actions for the work operators actually automate.

Prompt and reasoning

Send CRM context into prompts and use the output in the next workflow step.

  • Send to AI

Research and enrichment

Use websites, LinkedIn URLs, search, and page content to enrich HubSpot records.

  • Company Insights
  • Web Search
  • Extract web data

Data protection

Keep bad submissions from polluting lists, handoffs, and sales follow-up.

  • Form Spam Detection (AI)

Files and calls

Extract text, transcribe recordings, and turn unstructured files into workflow inputs.

  • Transcribe Audio (Call)

Content and localization

Draft outreach and translate text without leaving HubSpot automation.

  • Sales Email Draft
  • Translate with DeepL
Outputs

Use the AI result in the next workflow step.

Update CRM properties
Branch workflow logic
Save notes or timeline events
Return split response fields
Trigger follow-up tasks
Workflow chains

Build chains, not one-off prompts.

Enrich a new company
Trigger enrollment for companies
When this happens
Group 1
Company is created with a domain any number of times anytime
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1. Company Insights

Generate an overview of the company from its website

Click to see configuration
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2. Send to AI

Classify industry and ICP fit from the overview

Click to see configuration
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End
Score a form submission
Trigger enrollment for contacts
When this happens
Group 1
Form submission is received any number of times anytime
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1. Form Spam Detection (AI)

Score the submission from 1 (likely spam) to 10 (likely legitimate)

Click to see configuration
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2. Edit record

Set Spam score to the outcome of Form Spam Detection

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End
Prompt control

Control the input, output, and next step.

Use prompts, system instructions, model and tool settings, web search, file inputs, and split response fields. Test prompts in the AI Studio Playground before they drive live automation.

Open Playground
FAQ

Workflow Actions questions.

Do I need custom code to use AI Studio workflow actions?+
No. AI Studio actions are added in the HubSpot workflow builder. You configure inputs, prompts, tools, and output handling in the action settings.
Where does the output go in HubSpot?+
The output can be used by the next workflow step. Common destinations include CRM properties, branch logic, notes, timeline events, tasks, and split response fields.
Can I branch a workflow based on an AI result?+
Yes. Store the AI result or split response into workflow outputs or properties, then use HubSpot workflow logic to branch or route records.
Can I use files or URLs as workflow inputs?+
Yes. AI Studio actions support URL-driven research and file/document extraction workflows, including PDF, image, and Office document use cases.
Can I test prompts before using them live?+
Yes. The AI Studio Playground lets you test prompts, settings, and object context before you put a workflow action into production.
Which model providers are supported?+
AI Studio uses provider families including OpenAI, Anthropic, Google, xAI, DeepL, ElevenLabs. Public copy should use provider families rather than exact model version names.
How are credits tracked?+
AI Studio tracks usage through credits. Different tools and model families can consume credits differently, and usage is visible in the AI Studio app.
Build a workflow

Put AI into the next workflow your team ships.

Start with one workflow where a human is reading, researching, classifying, or rewriting the same kind of record over and over. AI Studio turns that judgment step into a workflow action.

  • Map one AI action into a real HubSpot workflow
  • Test prompts before production use
  • Route outputs into properties, branches, notes, and tasks

Start free trial

AI StudioPricing