The HubSpot Features Clients Ask Us About The Most

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Host: Rich Mackey 
Producer: Zac Hazen

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Transcript

Easing HubSpot Overwhelm

SPEAKER_01 0:00

With new tools rolling out constantly, even experienced HubSpot users can get stuck. That's why we're tackling the most commonly asked questions about features we're asked to explain the most and breaking them down in a way that makes the platform easier to navigate.

SPEAKER_00 0:20

Hey Zach, we're back with another episode. We're back. Yeah, it feels like we've been on a break forever, but um we just haven't recorded in a while. Uh so we're gonna talk today about um HubSpot features that we get asked about the most. So the most common questions, um, basically three features that people always have questions about. Um that can kind of be overwhelming, but they don't need to be. And we'll talk a little bit about that. Like HubSpot can be super intimidating. It's a big piece of software. And I actually had uh an onboarding this week who was like, I didn't want to do anything because I don't want to break it. And I'm like, you're not gonna break it. And I'm like, most things you do, you can roll back. Like most of the time, you're it's very hard to nuke the entire account. Now you can, very hard to do.

SPEAKER_01 1:08

Well, and there's so many tools, right? And there's so many like product updates that are coming out that it just seems like super hard to keep track of everything.

Cocktail Interlude: Grilled Pineapple Sangria

SPEAKER_00 1:16

Yeah, it can be. Um, and I think that's where it can start to get overwhelming. And if you just chunk it out and look at what you need to do and you know how you need to approach things, it can be a whole lot easier. So we're gonna unpack some of that um and look at those features we get asked about the most, break down kind of what we always have to solve for, um, what the benefits are, how they fit into kind of your look your modern marketing scheme. Um, and our goal, ideally, when you come out of this, HubSpot will feel a little less overwhelming and a little bit easier to prioritize.

SPEAKER_01 1:52

Yes, exactly. So we can get into the cocktail.

SPEAKER_00 1:55

Um yeah, um, grilled pineapple strawberry lemonade sangria. This that's a lot of words. That's five words. Grilled pineapple strawberry lemonade sangria. So what the hell is this, Zach?

SPEAKER_01 2:08

So this is from Avery Cooks, who's a food blogger. She's been food blogging since 2009. She lives in Florida, which is probably why she said this is like an everyday kind of drink for her, because you know, she lives in Florida, the temperature. But uh, this leads into the idea that the sangri doesn't have to be heavy, syrupy, or overly sweet. It sounds super sweet, but by grilling the pineapples first, it actually caramelizes a lot of the sugars in the pineapple and adds a subtle smokiness that balances out the lemonade's acidity and sweetness and the wine's brightness. So uh yeah, I thought this was a super fun one. It's getting cold here now, which I'm not really used to. I'm used to more mild winters now. So I guess I just wanted this to be more of a warm weather drink so that I can look forward to summer. But yeah, it sounds good to me.

SPEAKER_00 2:56

We're all hoping for warm weather with this drink. That's fine. I think so. Grilling fruit is something that a lot of people go, what? Why would you do that? I will tell you, Zach, grilled mango, amazing. Like, and you're right, it just cuts the sweetness a little bit by caramelizing some of those sugars. You get that carbon and that smokiness. You can also, if you're doing them on an actual grill, you can throw like smoke chips in if you want to. Like you can really hand that.

SPEAKER_01 3:24

I've heard of grilled peaches before too, and that's kind of like where I got this one. I know a lot of people put like uh pineapples on like meat skewers too, because it really cuts the sweetness and it's like a really nice, like, complement to the like really rich meat. But yeah.

SPEAKER_00 3:39

Yeah, it's a great kebab thing. I mean, there's also you can get pineapple burgers, right? That has have like a grilled ring of pineapple on top of the burger. Um, all right. So, what do you need? One fresh pineapple cleaned and sliced. And if you don't have a pineapple corer, you're going to want to get one because it's so much easier to use. Um, one tablespoon of olive oil, two cups of strawberries, one lemon, uh sliced. That's optional. You can use it or not use it. One and a half cups of lemonade. Um, freshly squeeze it if you can. Uh, but if you can't, that's totally fine to like buy a really good lemonade. Like, totally fine. One and a half cups of pineapple juice, very hard to squeeze that. So just buy some of the little cans. Uh, you need 12 ounces of that. Uh 700 milliliter bottle of light white wine. So I'm thinking like a Pinot Grigio, a Sauvignon Blanc. Those would be really good in this. Um, and then some mint sprigs to garnish, ideally. So you're gonna want to have your grill on medium high heat. Um, or if you're using a grill pan, preheat it over medium high heat. Um, but that's what you're gonna really want. And I do recommend like use the grill outside if you can. Um, so much different, so much better. Lightly brush the pineapple wedges on all sides with the olive oil so they don't stick because that's gross. Grill them for three to four minutes per side. They should start to get char marks. You should see that caramelization. And when you see that, you're good to go. You can also flip them like the two ways, so you get like crisscross grill marks on each side, which is kind of fun. Um, okay, take them off the grill, cut them into bite-sized pieces, add them to a large pitcher. Um, you might not need all of them. You can use some as garnish, but basically, these are going to be the first fruit in your sangria. Uh, strawberries need to go in, take off the tops. Nobody wants to eat that green top on the strawberry. Um, and you can slice those as well if you want. Um, you can put the lemon slices in for a little more lemony punch. Um, and then lemonade, pineapple juice, wine, all goes in there. Just stir it a little bit to mix it up and put it in the refrigerator for at least two hours. Um, if you can leave it overnight, it's fantastic because all that fruit soaks up the booze. And then you get this like boozy fruit salad dessert at the end of your sangria, which is just so good. Um, so yeah, and that came from uh AveryCooks.com. Grilled pineapple strawberry lemonade sangria.

SPEAKER_01 5:56

Yeah, might be a good summer party drink.

Workflows vs Sequences Demystified

SPEAKER_00 5:59

Who knows? Yeah, it could be. I don't know where we're doing our summer party this year. It might be a it might be a trip. Who knows? That'd be fun. Yeah, there's rumors that I heard I heard from a little bird that it might be in Chicago. Oh, yeah. Oh, that'd be really cool. I was a little bird. I'm the one who said that it might be in Chicago because I was like, we can all get there easy. It's a direct flight for everybody, including the Sioux City people. Um we got somebody in Des Moines or whatever. All right, well, shall we uh get into uh HubSpot? Yeah, let's do it. All right. Can we break for a minute? Because I'm back. We're gonna talk about the common questions we get about HubSpot features. So we're gonna just tackle three features today that can be overwhelming or intimidating or frustrating for people and just kind of talk about how to break those down. So those are gonna be workflows and automations, uh, dashboards and reporting, uh, and then HubSpot AI, which is actually pretty new. Uh lots and lots of questions around that. So let's get into workflows and automations.

SPEAKER_01 7:13

So, uh, from my perspective, when I was first learning about HubSpot, uh workflows are one of the things that got brought up a lot when you're when I was doing the learning in the academy. And I think it's one of the things that uh people like think about when they think about HubSpot. And um that can be really intimidating, especially if you don't know how it works or you don't know how to get into it. Uh HubSpot has a lot of good like courses and like academy stuff, but obviously like there's a lot more like complexity to it. And uh yeah, I think do you feel like clients ask about this a lot too?

SPEAKER_00 7:51

Yeah, 100%. So workflows and sequences, the two primary automations that are in HubSpot. Um and for people who don't know, sequences are just linear and you want somebody to do one thing, workflows can branch and split based on what the person is doing, and you can kind of have multiple forms of communication and other things in there. Um, so that's really the difference between the two. If you just want somebody to schedule a meeting, a sequence is great with the sales tool because it stops when they schedule the meeting. If you want to send a drip campaign and resend emails for non-openers, or do something with people who click or download, you know, put them in a list or do something else, or have multiple branches kind of split apart based on anything, workflow. Um, and even just that description sounds a little bit like intimidating, right? Um so I think the thing that we started doing in the beginning is we would actually draw them out either by hand or using like Visio, um, the Microsoft tool, not the, you know, TV. Um but um so that we could kind of see where things go.

SPEAKER_01 8:58

Actually, visualize it before you make it. Yep. That's a good yeah.

SPEAKER_00 9:02

And do it on paper where I can with a pencil where I can scratch on it or whatever, or do it in a you know, in a computer program. Um anymore, we just do them in HubSpot natively now. We just start building them. So HubSpot didn't used to let you use placeholders, like you had to create all of your emails for the workflow before you could even start making the workflow, or you'd get stuck at that step. Now you can throw steps in for tasks, emails, everything, and leave them blank and it's just a placeholder, which is really nice. So that made it so that it was much easier for us to build everything in HubSpot and then go build out the content that we needed to fill out the workflow. Um, so yeah, so I know it can feel complex, and I know a lot of people are like, oh, workflows take forever to set up. Is it worth it? Maybe. So if you've got something that is taking you a lot of time and that can be automated, things like assigning leads, triaging service tickets, um, those types of things are much better handled by a workflow. And yes, you might spend, you know, it might be a hundred five-minute tasks that you're gonna have this workflow do, but you may spend five hours, six hours building this workflow. You might spend 10 hours building the workflow. But think about over the course of the year, you're not gonna have to do, you know, a hundred, a thousand, two thousand of those five-minute tasks. So it's really great with that. Um, and you know, that's where I feel like the setup is worth the payoff. If you've got something that doesn't happen on a recurring basis, it's probably not worth it for a workflow. You know, I've done them for one-offs. Um, I do them for cleanup. So you need to um reassign 10,000 contacts from person A to person B. Just do a workflow. Because then it's like if this person is the owner of this contact, enroll them, change the owner to this, that workflow takes two minutes to set up and it takes 60 seconds to run, and you're done. And it's all finished.

SPEAKER_01 11:07

Um and uh, I mean, just start with something simple, right? Like you don't have to like create like this overly complex workflow. You can just start with like a simple task, like you said, to really get started. And kind of how I was saying earlier, there is a lot of good learning and quizzes and like videos that you can watch that make workflows a lot easier to understand. But getting in there and actually doing it and just experimenting is probably a good way to start. And focusing on an easy task that won't cause you to overthink or fail to launch the actual workflow, I would say is a good starting point. So totally agree there.

Building Smart Automations That Save Time

SPEAKER_00 11:42

Yeah, I think the biggest one that we see people make, and one of the there's two that we kind of make first for everybody. One is to clean up your data. So if somebody unsubscribes, remove them from your marketing contacts. Obviously, you can't market to them anyway. Why pay for them? Um, so there's a bunch of those. But the real one that's really useful, and you can clone it and you can copy it, like, is you know, whatever the enrollment trigger is, it could be a list, it could be an event, it could be you manually put somebody in there. But basically the first step is always set them as a marketing contact because if they're not already, they will be then. Um otherwise they won't get your email. And then send a marketing email, wait one day, check to see if they opened it or didn't open it. If they opened it, check to see if they clicked or didn't click. And if they clicked, you're kind of done. Like they've done everything you wanted them to do. But if they didn't click, you can resend it with, you can send a second email with a stronger call to action. And then on the other path, if they didn't open it, they didn't like your subject line. So you could resend the same email content, but with a new subject line that's maybe a little bit more aggressive. So that simple one is really, really easy to do. And that's just one email, and it's like six or seven steps. But the beauty of it is you can copy all of those steps together, and now you can paste them after your they clicked, and you wait seven days, and now you send them a different email about a different topic, and everything is gonna kind of be down there to flow, so you don't have to build it all over again. You can copy a single step, you can copy multiple steps and paste them wherever you need to in the workflow. So that one's great. The other one, assigning leads, you can do a round robin to different people, you can do weighted round robin. Um, so that's a really easy one. Um, sorting people by state is another one that we've seen. Um, so those are kind of some of the things that are really easy to do and easy to do quickly and can save you so much time down the road.

SPEAKER_01 13:56

Yeah, that'll snowball too. Like you'll be able to create more workflows, and the more that you do these simple ones, the more you'll see new opportunities for where you can like implement other workflows. And it's really probably worth the time, like you said, if you have a lot of repeated tasks. And yeah, I would say like those are two really good starting points. That's awesome.

SPEAKER_00 14:15

Yeah, marketing automation is it is what HubSpot is, right? Marketing got a marketing automation tool at its core. Um, I think the other thing to remember is like the biggest mistake that we see. This isn't a mistakes episode, but I'll just throw this out there. Is people forget to put in that time delay before you wait to see if the prospect did what you wanted them to do. So they'll do like a send email, check to see if they opened it, check to see if and it's like that's gonna happen immediately. You're gonna send the email, check to see if they opened it. Well, nobody's even really received it yet. So no one's gonna have opened it and they're gonna move on. So you've got to have that delay before you check to see if they did the thing you want them to do. Um otherwise, you know, you're gonna, you're gonna run through like 40 emails with instantly with one like one shot, which you don't want to do. So it's workflows. I mean, and you can always back up, you can always redo stuff. You can run yourself through the workflow as a test. So you can um you can actually test it and it'll show you what would happen at each step, and it skips all the delays to show you kind of where a contact would go down that path or where you would go down that path. Um, so it's pretty easy. I mean, it just you just have to kind of get in there and start with small ones, and then you'll get more complex.

SPEAKER_01 15:31

Yeah, I agree. That's awesome. Like, I think workflows are definitely worth doing, especially like I think a lot of people avoid them, like if they are really new to HubSpot and they weren't really like following along with their onvoiding or stuff like that. But it's definitely a lot of people look into.

SPEAKER_00 15:49

Yeah, I see a lot of people who just do one-off emails or they'll schedule like 20 emails. And it's like, except the way you're scheduling these, they all work together in a series, right? And you want this one to come a day after this one. So you're having to think this one's gonna go out on Monday, so I'm gonna schedule this one for Wednesday and this one for Friday. And it's like, if you just do it in a workflow, it's gonna be so much easier. And then the nice thing is if you're always running these campaigns where we send like three or four emails a month, like one a week, clone the workflow, pop in the new emails, you're good to go. You don't have to schedule all of those emails individually every single month, um, which is insane. You're basically just creating templates for yourself for the future, right? Mm-hmm. Yeah, and I recommend that with people a lot. So create if you've got a workflow that's going to be used for multiple things, create it with placeholders everywhere. Don't put in any emails, don't put in any tasks, like just put in the task placeholder in the email placeholder, and then label it like, you know, master email send template, do not delete or whatever. And then when you go to do that, just you create your emails, you clone that, name it whatever that campaign is, pop your emails in, and you're done. Super easy.

SPEAKER_01 17:08

Yeah. Well, that's the first one. That's the first one we wanted to cover with workflows automation. I think the second one that a lot of people ask about and a lot of people are confused about are dashboards and reporting, which is funny because our last episode was why reporting and like dashboards are creating like stress for you and why they're kind of a headache. This is more about hub spots, dashboards, and reporting and properly using them. A lot of cross between this episode and the last. So highly encourage you to listen to why your reporting may be causing you stress instead of clarity. That was our last week's episode, but definitely look that up. Um, I'll probably just pop in the link.

SPEAKER_00 17:48

I mean, just give them the link, make it easy, why not? But no stress.

SPEAKER_01 17:51

Yeah, so like I was saying, a lot of it is lots of data, but not a lot of clarity to like what the data is telling you. So you're looking at a lot of vanity metrics and also a lot of confusion on um how some of the custom reporting in in HubSpot works and some of the different like reports you can do and the potential there. So yeah, I kind of wanted to see what you thought about that, Rich.

Reporting Basics: Dashboards That Matter

SPEAKER_00 18:14

Yeah, I think the biggest thing with reporting, and we get this a lot, is can you just make a dashboard for me? Well, yes, but what's important to you? You know, can we do like and HubSpot has standard dashboards, and that's where I always recommend people start. So if you need a marketing dashboard, there are like two or three marketing dashboards. There's a sales rep dashboard, there's a sales manager dashboard, there's an overall sales dashboard, there's a web traffic dashboard. Like you can actually go in and just create one of their stock dashboards that's gonna have like six or seven or eight reports on it. So that's a great place to start because HubSpot's created those dashboard templates because those are things most HubSpot users are putting onto dashboards. Um, and so they know that those are very common things to be tracked. Now, does that mean they're things you want to track? Not necessarily. Um, so you might you can always remove a report from the dashboard. If you're like, I don't want that, remove it from the dashboard. Then you can start adding reports of other things you want. And so, same thing with that. When you go into the reports section of HubSpot, there's a menu on the left that has standard reports in marketing, sales, service. I think there's, oh, website. I think there's is one of them over there as well, separate from um from marketing. And so you can start there, open those. Those are gonna be the most common things you need. So you're gonna have like your sales pipeline waterfall is gonna be right there. Your um deal stages are gonna be there showing what's what and how how many deals and how much money is in each deal stage at the moment. That's gonna be there. Um, basic social reporting is gonna be there. So those are the easiest ones. ones to start with. So that's two things. And now you've never actually created anything at this point. You've just looked at what's available, matched it with what's important to you, and then popped it on a dashboard. So then the third area is when you go to create a report, we haven't even gotten into the create a report tool yet. There's another template library that has hundreds of templates. So you can pick the topic like if you're doing marketing emails or you're doing sales calls, whatever it is, you can pick that and it's going to filter and sort these reports for you. So you can choose which ones you want. And I always say find something that's really close to what you want. And then hit the customize button and try to modify it for what you really need. Lastly, and this is I think where everybody's where people get frustrated because they start here, you can go create a custom report. You've got to pick what you're reporting on. So is it primarily contacts? Is it primarily deals? Is it primarily service tickets? Then you've got to pick the other information you want on that report. I want marketing emails, I want social opens, I want ad data. And some things work together and some things don't work together. So as you check boxes, things get grayed out. The good news is if you get close there, then you go in to start building a report and you can pull properties from any of those objects and put them on your report. If you're like, oh I really need you know payment link details but you didn't choose that um then you can uh you can actually go back and add another data source and then come back into your report that's in progress and pull it together. So those are kind of the biggest things and I I never ever recommend just starting with a custom report.

SPEAKER_01 21:53

Yeah.

SPEAKER_00 21:54

The the basic things you want are in there. So there's no real reason to um like start from scratch every time.

SPEAKER_01 22:07

I agree. I think custom reporting reports can be really confusing to new users. I think just reporting and like dashboards in general can also be really confusing. Kind of like we talked about in our last episode where if you don't have a clear plan for a dashboard then you're probably just like tracking vanity metrics and there's that whole side of things too. Templates HubSpot has a lot of templates like you said I think using what they have as a starting point and customizing like you said is probably like the easiest thing to do. But um yeah I've been I've been looking a lot into reporting in dashboards lately. I've been writing blogs and the podcast episodes so I feel like I know everything of what you're saying and so yeah I think the other thing is each of the different kind of sections in Hubspot where you do something usually has an analyze tab.

SPEAKER_00 23:00

So if you're in marketing emails there's an analyze tab. If you're in social media there's an analyze tab. That's going to be where they've surfaced the most common reports for that. So like your email opens your email clicks your you know interaction rate your bounce rate like all of that stuff is going to be right there. And in a lot of those you can grab one of those reports and save it to a dashboard if it's something you want on a broader dashboard. But like if you're really just looking for social metrics the fastest way is go to the marketing menu, choose social, click analyze and then boom, it's going to be six or seven reports I can't remember how many are there about like how your content's performing, how your audience is appropriate, all that stuff.

SPEAKER_01 23:37

Platform and you can update those with filters. I think they just added a blog one too I was looking to today. They can actually analyze total blog views within like kind of like how it has for social. It said new in the top right corner so I was like okay this is useful. I was pulling together some stats for a case study. So nice.

SPEAKER_00 23:57

Yeah so it's it's just really interesting that like there's so much in there and like like there's thousands of reports that you could pull plus you could do custom ones but you don't have to you know use all of them and that's where like I think before you even open the reporting tool knowing what is important to you like do I need to see revenue do I see need to see revenue total revenue from this month from this week from this year in the pipeline you know closed lost whatever like what are the things that are important to you because then when you go dig for those reports you can find them I also think that people will sometimes there's two other things people will sometimes do a mega dashboard and you only get so many reports on a dashboard I think it's 20 or something like that. That's too many that's a lot like if you have a dashboard on website analytics just have that. Have another dashboard for your social have another dashboard for your sales um and um kind of like keep them a little bit cleaner because then as you're emailing those or pulling down the PDFs or whatever you're doing with them or sharing them, um, it's going to be easier to see the most important points in each section. So that's um that's super super critical. The other thing that's again I guess I'm going to give one mistake that people make that they shouldn't um is a lot of people will create their own properties, which is great. And a lot of custom properties you can put in a report. However, if you create a text property and you populate it with a dollar amount, that dollar amount's just text. You're not going to be able to sum it, you're not going to be able to report on it, you're not going to be able to average it. So create the property with the right property type like a number or a drop down or whatever it is, but also don't duplicate HubSpot's properties. We had one where somebody had duplicated the state property because it's like state slash region, I think, in HubSpot and they'd created one that was just state and it's like okay that's great but HubSpot doesn't know that that's a it's just it's just a text property or it's just a dropdown property. They don't know that it's a state property so it doesn't match with the back end of the system. So like don't duplicate theirs because they really start to screw up the stock reports and the custom reports and they won't pull through. Especially if you're doing like a revenue property or something like that. If HubSpot has one use theirs otherwise you're going to be down a rabbit hole of custom reports and it's going to be a nightmare.

Custom Reports Without The Chaos

SPEAKER_01 26:38

It sounds like a nightmare all right so we'll get on to our final one. This is kind of the one I'm kind of most excited to talk about because uh I feel like I feel like with how many new AI tools Hubspot is pushing and how many new agents they're pushing, I think it's can be really overwhelming to users to know what how what is worth their time, what is not exactly there yet and what uh kind of each of these tools actually does because if you're not follow closely following these product updates like we are you you're not going to really know or understand what this new tool in your uh portal is doing or going to do. But yeah honestly I've been doing a lot of reviews for some of these AI tools so like my my in my opinion the best thing you can do is test it yourself to see like test these tools yourself to see what they do but don't put anything live especially if it's something that creates content from scratch without changing it. We've covered it a lot of times AI as an accelerant not as like a full blown like replacement. Correct and um there's a lot of new AI tools right there's AI like recaps on dashboards now that kind of tell you what a specific report does.

SPEAKER_00 28:03

Those are pretty good ones. Like they're they're pretty good and the the recaps on contact records or deal records because it's just looking and summarizing what happened on that record recently. So those aren't bad and I think that the assistant is excuse me the assistant isn't bad because that's just helping you with things inside HubSpot.

SPEAKER_01 28:22

There's a new video editor within social like I saw that media composer and then within that there's AI voice isolation. So you can actually like in there while you're in there like uh kind of clean up audio. So if there's something in the background it'll isolate the voice for you which we did a full review on in a blog that's coming out very soon. So stay tuned for that. But um there's a lot of stuff that's like useful and saves you time and there's also stuff that's not exactly there yet.

SPEAKER_00 28:50

So it's kind of a balancing act right yeah a hundred percent and I think that um the things that I like about HubSpot's AI tools is that they're like self-contained unless you unleash them. So you can now connect Gemini and ChatGPT and Claude to HubSpot and you can get kind of some of that going on. If you do I would make sure you have a business account in one of those because like a business account in ChatGPT functions way differently than just a personal account, especially with privacy and with keeping your data and all of that. But HubSpot's native tools they deal with the information you tell them it's okay to use. So you have to tell them it's okay to use CRM information. You can even tell them which fields are okay and which fields are not okay. You have to tell them it's okay to use your website pages or your knowledge base or a third party website all of that. You can also give them individual answers to things. So that's part of what I love about it. They are starting to have their HubSpot agents go out and do things on the web and come back in. So there's a new one that's in uh private beta I believe and we got into it I saw it like when it popped up and I clicked and we were in it like within 24 hours, which is great because those private betas could be rough there's usually only a hundred or so people in them but it actually uses website information to uh enhance the data on a company record or a contact record. So a good example of that is you know HubSpot's enhancements don't have market share um necessarily by default. It will go and look for um information from Nasdaq, information from a third party source, anything that it can find on the web to look for the market share of that company and bring it back and populate it. But even with those, you have to create the prompts and tell it what you want it to go find and where to put it when it comes back. It's not just going and you're not just going to wake up one day and suddenly have all of this garbage data in your CRM. So I think those are really good. I think that the summarizing tools which again like ChatGPT one of the best things about it is to throw a big document in there and have it summarize it for you. You know, really really great at that and something that's hard for humans to do. So those are really good. I mean some of the other agents like you noted like the ones that create things like content don't just let them post content without you looking at it. Yeah don't definitely don't you've also got the ones that can talk to your customers right um and those can be great and they can work really well. You have to set them up with the right data you have to make sure you've given it a good voice tone train them teach them um and I think the other one that I love is the knowledge base agent that can scan your help desk tickets and look for gaps in your knowledge base and then it can you look at the answers your reps have given people it can write you the knowledge base article for that gap. That's a great one in my mind. So I think that with AI, what I usually tell people is what's the most important thing you want to solve and grab that agent or that AI tool in Hubspot and work with it. You know so if you're paying for video cleanup right now and you just want to try that audio cleanup tool in the video that great do that.

SPEAKER_01 32:15

You know and there's pros and cons to some of the AI tools like that video editor for example um it's not going to replace it's it's not fully AI powered but it's not also not going to replace like if you're doing higher quality long form video stuff it's not going to replace that. This is more for quick fixes. If you don't already have a video editor and you don't want to use a separate tool outside of HubSpot it's really good for like quick timeline edits. You can actually add captions. So if you're making a reel do that too I think there's music from what I remember but also like uh like like I said it's kind of just simple and for quick fixes and that AI voice isolation can really save you in a pinch but it's not going to replace an actual editing software.

SPEAKER_00 33:02

So yeah so it's not replacing Final Cut by any means. Yeah not even close. But what I do think it replaces and they so they they have a beta out on this too that I think I opted this into I got to see if we got into it you can actually record video inside of HubSpot. So that one was pretty cool. Working to replace Loom obviously you know because that's exactly what it would do. You know record video like record your screen all of that right inside HubSpot.

SPEAKER_01 33:30

It's so funny too because I was trying to do like a screen recording the other day for a different video that we're putting out later and I tried to use Loom and then I realized how how dumb like a free Loom account is and like I was like I wish I just had like a free tool. Turns out I just did it on Riverside.

Analyze Tabs And Template Shortcuts

SPEAKER_00 33:45

So Riverside is you can I mean you can also do it um you could do it in Google Meet. That'll work. You can do your own meeting and share um you can also just use half the time I use QuickTime on my Mac because it's got a screen record and you can choose to have your picture there or not. So yeah but I think the thing in having it in HubSpot is then the video like if you're doing a demo video for like your customers or a client or for a knowledge base it lives in HubSpot and then you can edit it in HubSpot. And then you can put it on the knowledge base or wherever you want to in HubSpot.

SPEAKER_01 34:18

Social posts from scratch or like short like one minute videos from scratch now in HubSpot and you don't necessarily need to go out of your way to like go into Riverside like I did. So that's nice. And I think a lot of the AI tools are designed to do that right to save you time so that you don't have to leave the portal platform. But yeah I I don't know I I have mixed feelings about some of the AI tools. Some of them I love and some of them I'm like okay this needs a lot of work if I'm ever going to use it. But 100% testing and if there's like another it's like kind of like the workflows. If there's a task that's super repeatable that you think um AI could help with or that you think like could save you a little bit of time, then definitely like look into those tools. We're always looking into tools and sharing our thoughts on them, especially this year. One of our big focuses is reviewing a lot of this stuff so you guys actually get a full rundown not just of not just a short rundown of what it does but also if it's worth your time. So definitely say tink to the for those but yeah I think uh that's kind of my overview of house AI.

SPEAKER_00 35:27

Uh yeah and I think that's good. Like and I think the biggest one with that one is accelerator not replacement. That's absolutely it where can it help you do more faster um it's what what Darmesh said at inbound with you know like let AI do what AI's good at and let people do what people are good at. Like don't try to cross that because it's we're not there. Might get there. Who knows? But yeah and I just I just always think like find one thing that you have a problem you want to solve or just one of the AI things and just play with it. Like that's it. Like play around see what works see what doesn't because you're right some of the agents I'm like oh these are really really good mostly it's the ones who do research like the blog research agent the social research like the one that goes out and looks for your industry and all the days of like you know national you know hot dog day or whatever. It goes and looks for all those things that are related to your company and brings them back and gives you like here's some posts you could do here and here's a stock image for my stock because that's interesting. That's kind of handy because otherwise you've got to go look for those calendars hunt through them for the ones you want but if it can do it let it do it. But then you do have to read them and kind of go through them, make sure the voice is right, the tone is right, the wordings right, images and all that um but if you get close you're just editing instead of creating and researching on your own. So all right so that's three things that people find a little bit overwhelming that hopefully we've made a little simpler or given you some tips to at least approach it in a slightly simpler way.

SPEAKER_01 37:06

Yeah you should have some decent starting points from this hopefully 100% as always uh you can find our agency at antidote71.com and all of our socials are there as well and if you have a question you'd like to send our way head to CTA podcast.live to shoot us an email even better leave us a voice message on our hotline at 402 7189971 your question will make it into a future episode of the podcast I cannot remember off the top of my head what next week's podcast is but uh it's gonna be a good one.

SPEAKER_00 37:35

Sure we'll have one it'll be a surprise for you and me and everybody all right with that we'll uh we'll peace out and see you next week. See you next week