--- title: AI agents for HubSpot | SAP ASAP description: "AI agents included in every SAP ASAP setup: one command and your CRM prepares the day for each person on your team." --- [Skip to content](https://sap-asap.mx/ai-agents#main-content) [![sap-asap-logo-compact (1)-1](https://sap-asap.mx/hubfs/sap-asap-logo-compact%20(1)-1.svg) ![](https://sap-asap.mx/hubfs/sap-asap-logo-compact%20(1).svg)](https://sap-asap.mx/?hsLang=en) - Contact us Open main navigation Close main navigation Open search Close search Quick Links - Top Services - Pillar Page - Meeting Page - Lead Magnet Contact us Included in every setup # AI agents that do the CRM busywork for your team An agent is an AI assistant connected to your HubSpot. Your team gives it a short command, and it does the work they'd otherwise do by hand. **Opening records, deciding who needs attention, writing the follow-up, updating fields.** The agent prepares it. Your team approves it. [Request a proposal](https://sap-asap.mx/request-a-proposal?hsLang=en)[See the commands](https://sap-asap.mx/ai-agents#commands) What a sales rep sees after typing **/today** on Monday morning. The AI agent went through the CRM and prepared each action. › **/today** · Monday, 8:40 - Hot Dana Ruiz, Halvorsen Group Opened your proposal 3 times since Friday → Draft follow-up Approve - Forgotten Meridian Health No touch from your team in 19 days → Create call task Approve - Stalled Ortiz & Lane · deal In 'Proposal' for 34 days, no activity → Ask for a decision date Approve - Unbilled Change request #182 Approved by the client, not billed → Draft change order Approve Nothing goes into HubSpot until you approve it.Example data How it works ## Four steps, and your team only does the last one 1 ### Your rep types a command For example `/today` at the start of the day. 2 ### The agent reads your CRM Who replied, who went quiet, which deal hasn't moved, what data is missing. 3 ### It prepares the work A prioritized list, each item with the email drafted, the task created or the stage to move. 4 ### Your rep approves One click per item, or all at once. Only then does it update HubSpot. The commands ## Examples of what each person can ask for We set the agents up for your process during the implementation, so the exact commands follow your pipelines and your team's words. Sales `/today`Who to call, which deal is cooling off and what's missing, with the emails and tasks drafted. `/log-call`Tell it what happened on the call, in your own words. It updates the contact, the deal and the next step. `/prep-meeting`A one-page summary of the account before you walk in. `/qualify-lead`Checks a new lead against your ideal customer profile and says why it fits or doesn't. Delivery `/handoff`When a deal closes, it writes the project brief from what sales captured. `/project-status`Every active project, with what's late and what's blocked. `/stuck-tickets`Work that hasn't moved, and who it's waiting on. Finance and leadership `/at-risk`Clients that went quiet or have open complaints, before they leave. `/margin`What each project made, from the costs and invoices already in HubSpot. `/weekly-summary`What happened this week in sales, delivery and finance, in one page. Why ours work ## An agent is only as good as the CRM it reads Put an AI agent on a messy CRM and it has nothing to reason with. It can't tell a hot lead from a dead one, or a forgotten deal from a slow one. Our templates keep clear signals on every record: temperature (hot, warm, cold), follow-up (active or forgotten), data completion, and contact stages kept apart from deal stages. Those signals are what let the agent decide what matters today. That's why the agents come with the implementation instead of as a separate tool. Two versions ## Breeze is included. Claude is the upgrade. | | Agents with Breeze | Agents with Claude | | --- | --- | --- | | Where it runs | Inside HubSpot, with HubSpot's own AI | In Claude, connected to your HubSpot | | Extra cost | None beyond your HubSpot plan | A Claude plan per user, billed by Anthropic | | What you get | Prompts built for your process | Agents that reason across several steps and your whole CRM | | In your setup | Included | Optional upgrade | ### Your data stays under your rules Each person signs in with their own HubSpot user, so the agent can only do what that person can. Nothing is written until they approve it. ### You're never locked in You get manuals to adjust the agents yourself. Or hand them to us with an optional monthly retainer and we keep them tuned and add new ones. ## See the agents on your own process Tell us how your team works and we'll show you what /today would look like for them. [Request a proposal](https://sap-asap.mx/request-a-proposal?hsLang=en) [![](https://sap-asap.mx/hubfs/sap-asap-logo-compact%20(1).svg)](https://sap-asap.mx/?hsLang=en) [linkedin-in icon](https://www.linkedin.com/company/104476872/admin/dashboard/)