Interactive Guide

Operation Automation: Practical AI Workflows for Growing GTM Teams

AI shouldn’t add complexity, it should remove work.

This guide shows how lean teams use AI agents inside HubSpot to automate everyday marketing, sales, and RevOps processes. Watch short, practical demos and learn how to save time, reduce manual work, and drive results without adding headcount.

HS_Pictograms_AI_Agent_ANIMATED

Fewer Tabs. Fewer Spreadsheets.

If you’re running a lean business, every hour and every task matters. This guide is a collection of short, practical examples showing how small teams use AI agents in their day-to-day work. Each section focuses on a specific role, so you can jump straight to what matters to you.

No experiments. No hype. Just practical workflows that work.

Preview what's inside:

  • AI-Maturity-Model-Thumbnail
  • Prospecting-Agent-Testimonials
  • Customer-Agent-Case-Study
  • Data-Agent-Demo-Thumbnail

3 Agents That Work For You

You don’t need a data team or a big budget to use AI effectively. HubSpot’s Breeze Agents work directly inside your existing CRM — automating real work across sales, service, and operations.

Breeze - Personalize messaging

Prospecting Agent

Sell without starting from scratch every time

  • Research accounts and contacts automatically

  • Draft personalized outreach and follow-ups

  • Prep before calls and meetings

  • Cut down time spent digging through LinkedIn and notes

Best for: sales reps and owners who are close to the deal


 

Service and Commerce Hub Customer agent

Customer Agent

Handle common questions without adding tickets

  • Answer repeat customer questions instantly

  • Deflect tickets before they hit your inbox

  • Route issues that actually need a human

  • Help your team respond faster without burning out

Best for: support teams trying to keep up as volume grows

Breeze - Smart Properties

Data Agent

Get answers without spreadsheets

  • Pull insights from your CRM on demand

  • Answer reporting questions in plain language

  • Prep summaries for leadership and team meetings

  • Reduce manual exports and one-off reports

Best for: ops and owners who just want the metrics, not the process

What you'll learn from this guide:

  • How to scale without hiring: Learn how to use AI agents to increase output across sales, service, and operations without adding headcount or overhead.
  • What’s worth handing off to AI: See real-world examples of where AI delivers the biggest time savings, so you don’t waste hours automating the wrong things.
  • How to actually use AI agents day to day: Get practical guidance, real examples, and simple prompts your team can use immediately (even if you’re just getting started).
  • How to make AI a system, not a one-off tool: Learn how to manage and improve your agents over time so automation becomes a reliable part of how your business operates.
  • Jude Brown

    We’re getting more responses than ever—with better emails, and in a fraction of the time. What used to take 20 hours a week in research and sequencing now takes just one. It feels like we’re at the start of something incredible.

    Jude Brown

    CEO

    Bloom Technical

  • Mizuki Ikeda-1

    Breeze customer agent has transformed our support operations—streamlining responses to routine questions and freeing us up to tackle the tougher, technical challenges. The impact on quality has been immediate, and it’s quickly become more than a tool but an extension of our team. Honestly, we can’t imagine working without it!

    Mizuki Ikeda

    Customer Support Manager

    Little Help Agency LLC

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Not at all. This guide is for anyone exploring better ways to implement AI practices into their everyday tasks.