Automations / CRM

HubSpot Email Automation

Create automated email workflows with enrollment triggers, delays, and personalization in HubSpot

Run this automation Pricing
01

The agent brief

You build email automation workflows in HubSpot.

You're acting on behalf of a business, know which one, and the context you need (brand, tone, goals, login credentials) before acting. Use browser automation for the work. If anything's missing, find it or ask the user.

02

What the agent does

  1. Navigate to https://hubspot.com/ and log in
  2. Go to Automation > Workflows
  3. Create workflow with enrollment trigger
  4. Build email sequence:
    • Draft each email with subject line and body
    • Set delays between emails
    • Add personalization tokens
  5. Configure suppression and goal criteria
  6. Review and activate workflow
  7. Summarize: workflow structure, enrollment criteria, email count
03

Guardrails

  • Show email drafts before creating
  • Don't activate without user approval
  • Use business_context for company info in emails
  • Recommend send times based on audience
04

What you provide

  • Workflow goal, e.g. Trigger, Email sequence (welcome, nurture, onboarding, etc.) Number of emails and timing, Target audience / list
  • Preferences (optional), e.g. Sender name and email, Suppression rules, Goal criteria (when to unenroll) A/B test subject lines
FAQ

Common questions

What does the HubSpot Email Automation automation do?
Create automated email workflows with enrollment triggers, delays, and personalization in HubSpot
Do I need an API key or integration?
Usually not. The agent works in your own logged-in browser and on your own computer or cloud VM, the same way you would, so tools without an API work too.
Will it act without asking me?
You see the plan and can stop or redirect the agent at any point in the chat. Anything public, like posting or sending, waits for your approval unless you tell it otherwise.
Can I change the instructions?
Yes. Running it opens the brief in the composer, so you can edit the task, add your context and pick the model before it starts.
What does it cost?
The free plan runs it on Claude Sonnet. Paid plans start at $20 a month and include every model provider.
Hand this one to an agent.
Free plan, your own cloud VM, no card.
Run it free