🔗 HubSpot KB Bridge: Create reports using ai
💡 Core Capability
In HubSpot, you can use artificial intelligence (AI) to help create custom single object reports. You can enter a phrase or a question which will be used to generate a report template, including recommended filters and data visualization. Once the template is generated, you can choose to edit the report to fit your needs before saving and adding it to your dashboard.
🛠️ Key Operations & Headings Outline
- Turn on AI settings for reports
- Create reports using Breeze
- Create reports using AI on the mobile app
- Related content
📋 Subscription Availability
- Marketing Hub Professional, Enterprise
- Sales Hub Professional, Enterprise
- Service Hub Professional, Enterprise
- Data Hub Professional, Enterprise
- Content Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot