Using HubSpot Assistants & Agents to Do the Boring (But Necessary) Work

There’s so much to do, and not enough time to do it. And while AI is supposed to make everything faster, there are still those time-consuming tasks you can’t make ChatGPT do.

Following up on leads. Cleaning up data. Routing requests. Updating records. Pulling reports. Answering the same internal questions over and over. None of it is exciting, but all of it is required to keep marketing, sales, and operations running.

There’s a solution that balances the speed of AI with the need for oversight and security: HubSpot’s AI Tools: Assistants and Agents. We’ll show how HubSpot’s built-in AI tools can handle tasks like summarizing activity, assisting with content, supporting internal workflows, and responding to common requests, without replacing human judgment or creating more mess to clean up later. 

You’ll see how these tools fit into real workflows across marketing, sales, and operations, and how teams are using them to reduce friction and protect their time, without opening up security concerns.

What you’ll learn:

• What HubSpot Assistants and Agents actually do, and where they work best
• Which “boring but necessary” tasks are ideal candidates for AI support
• How to use AI to improve consistency, speed, and follow-through
• Where human oversight still matters, and how to avoid over-automation

Who this webinar is for:

This session is especially valuable for fractional CMOs who need leverage across multiple teams or clients without adding complexity. It’s also useful for marketing, sales, operations, customer service, or IT managers looking to reclaim time from manual work. If part of your job is keeping systems clean and processes consistent, this webinar is for you!

While we think you’ll get the most out of this webinar if you currently have a HubSpot account since you’ll be able to immediately start using the tips we cover, this session is also relevant if you’re still considering HubSpot as a solution.

Why this matters now:

Teams are being asked to do more with the same resources. AI can help, but only when it’s applied intentionally. Without clear use cases, AI tools can add noise instead of reducing it.

HubSpot Assistants and Agents offer a practical way to offload repetitive work so your team can focus on strategy, problem-solving, and decisions that actually require human thinking.