Works with HubSpot

Why HubSpot + dassi

HubSpot is already where the work happens. dassi adds the missing layer: it can read what’s on the page and then take actions (draft, classify, fill, log, summarize) without you rebuilding context in a chat box.

What to automate in HubSpot

• Log LinkedIn/email context as notes: Move conversation context into CRM records with the right timestamps and summaries.
• Meeting prep panel: Pull context from open tabs and create a briefing section for your next meeting.
• Weekly metric summaries: Convert dashboards into a short narrative update for Slack or email.

Quick start

1. Open HubSpot in Chrome.
2. Open the dassi sidebar.
3. Start with a safe workflow: summarize → propose → draft → review → act.

Prompt recipes (copy/paste)

• “Log this message thread to Salesforce under this contact.” (from LinkedIn Message to CRM Note, Zero Integration)
• “Summarize the last 5 messages and add as a note in HubSpot.” (from LinkedIn Message to CRM Note, Zero Integration)
• “Build a prep brief for this meeting: attendee backgrounds + recent threads.” (from Meeting Prep Panel Injected Into Calendar Events)
• “Pull last touchpoints from Salesforce and summarize them.” (from Meeting Prep Panel Injected Into Calendar Events)
• “Write a weekly summary of this dashboard for Slack.” (from Analytics Dashboard That Writes Its Own Weekly Update)
• “Call out the top 3 drivers for traffic change.” (from Analytics Dashboard That Writes Its Own Weekly Update)
• “In HubSpot, summarize this record (stage, next step, risks) in 5 bullets.”
• “Log a note from another tab into this contact and create a follow-up task for next week.”
• “Find the right contact by name + company, then add an activity note with a timestamp.”

Safety checklist

• Tell dassi: “Never submit/send without confirmation.”
• If the page contains sensitive data, ask for redaction or aggregated outputs (totals-only, no PII).
• Prefer reversible actions first (drafting, labeling, notes) before destructive ones.