Value-First AI Daily - Jan 28, 2026

[00:00] **Introduction** Chris Carolan: Good morning, Hubspot Nation. It's time to wake up customer platform with your number one unofficial Hubspot Updates Morning Show, where we help you discover the platform value you already own. I'm Chris Carolan joined by my co-hosts, Casey Hawkins, and George B. Thomas. We're here every weekday morning to make sure you're not sleeping on Hubspot's true capabilities. If you're joining live, drop a hello in the comments and let us know what you're building in Hubspot today. Happy Wednesday, January 28th, 2026. Casey Hawkins: Happy Wednesday. I would like to put on the record publicly that I was the only one that showed up in Orange. Chris Carolan: The only one. George B. Thomas: No, no, no. There's no proof of that. Chris Carolan: There is no proof of that. George B. Thomas: No recorded proof. I don't know if it's true or not. I may or may not have changed in the fastest time humanly possible before the show. But hey, we're thriving. We're flourishing. Casey Hawkins: We are thriving. We're thriving. I'm actually glad that I alerted George of the mistake. Chris Carolan: Something like that. Um, yeah, we were, we wear orange on Wednesdays, folks. Uh, if you haven't been with us before. Um, something else we've started doing on Wednesdays is uh the Hubspot Helpline. Uh, in a couple hours time, uh join me, Casey, George, Rob Jones, and Kyle Jepson. Uh, we had a nice live visitor Addison last week on the show. Gave us good discussion about deal pipelines. Uh, so we'd love for you to join us and uh help us do some, some Hubspot uh help live on LinkedIn. Casey Hawkins: I hope I. Chris Carolan: In the meantime, uh in the meantime, we've got four updates today. Uh number one, drag and drop and marquee select in file manager tool. [03:07] **File Manager Updates** Chris Carolan: What is it? You can now bulk select and move files more easily in the file manager with new drag and drop and marquee selection tools. Select multiple files at once using your cursor or keyboard controls, then drag them into folders in one smooth motion. Note, marquee select is only available in grid view, not list view. Drag and drop is available in both list and grid views. Casey Hawkins: Why does it matter? For content marketers managing large volumes of video files, every click counts. Previously, selecting and organizing multiple files required checking each item individually. With marquee select and multi-file drag and drop, organizing assets is faster and more intuitive, reducing friction in your workflow, so you can stay focused on creative work. Chris Carolan: This is nice. George B. Thomas: Yeah, I I'm it's funny. I'm sitting here like feeling myself get excited and I'm like, really? I'm getting excited about a file manager update. But yes, yes, I am. Like I'm fundamentally this is nice. I mean, and and let me explain why I think this is cool and maybe it's because sometimes we connect these updates to where we are in life. And yesterday, I was working on a client for a project where we're using Hubspot projects for their video production pipeline. And so we literally were creating stages and we are creating like the project and like some custom properties for the projects and cards and all sorts of fun stuff where the owner of the company will shoot video, upload it to Hubspot. They'll use projects to put it through a flow and what's fun is they're using Hubspot editor/DeScript Hubspot integration in conjunction with like so they'll need to be able to drag and drop files and be able to see them easy. And so knowing or being able to rest assured as somebody who is giving um them the suggestion to use these tools and build that kind of production flow. Um, this one brings me great joy. Chris Carolan: Yeah, it's like, man, you mentioned the whole, the whole workload there. George B. Thomas: Yeah. Chris Carolan: Like inside of Hubspot, including project management piece, folks. George B. Thomas: Yes. Chris Carolan: Uh beautiful thing. Uh I do need some help though. Uh marquee select. Uh I think it's dragging the, dragging your cursor across multiple things and it's selecting them. Chris Carolan: Okay, this this box. Yeah, yeah, yeah, yeah. Okay. To not having to click, click, click, click, but being able to drag over it. And then you have those four and you can drag it, I believe is what that is. Casey Hawkins: That's nice. I also didn't know what that meant, but I just thought that everyone else did. You know what? This is, this is why, this is why. Chris Carolan: Okay, yeah. I'm going to put it in the post. That's the new word that I was not clear on. Uh and now that George like by by deduction here, like I I know what everything else in the screenshot is called. I probably didn't know, I obviously didn't know what that was called. George B. Thomas: This is, this is why we keep the old fart on the show because he knows words that the young whipper snappers don't know. So like I'm, I'm providing my value here today. Chris Carolan: It takes a village. That's for sure. Always. Um, uh, number two. [07:47] **Set Default Property Values** Chris Carolan: Set default I was going to go like [inaudible] watchers are saying but we'll, we'll move on. Set default property values. Uh, this is an exciting one. What is it? You can now set default values for properties in Hubspot. When creating or editing a property, admins can define a value that will automatically be applied whenever a new record is created. Default property values are applied consistently across Hubspot, whether records are created manually, through workflows, or via APIs. So commonly used values are automatically set, saving users a step and keeping data consistent. Casey Hawkins: Why does it matter? Many teams rely on the same values being set repeatedly when creating records. Without default values, this often leads to repetitive manual entry, inconsistent data, or complex workflows built just to fill in the blanks. With default property values, you can save time by pre-filling commonly used values, reduce data gaps and unknown states, eliminate workflow workarounds, use solely to initiate initialize data, improve overall data quality and consistency from the moment a record is created. This makes record creation faster for end users and data management simpler for admins. Um, when we first brought this up a couple days ago, we judged the example they gave, but I did run into this this earlier this week, where this was a great solve for. So I do have a better use case than setting everyone to cat lovers by default. Chris Carolan: That's. Casey Hawkins: Um, I was working on a Hubspot Salesforce integration error. Um, Salesforce requires certain values to be filled. So we had contacts that we were trying to push to Salesforce, but didn't have, um, this value set. Um, so it's like kind of a background value about like the type of a Salesforce record that should be created. Um, standard or special, basically, for all intensive purposes. So I was able to use this to set everyone to standard by default, and then if we want to make them special, we can. Chris Carolan: That is a beautiful use case. George B. Thomas: Yeah. Chris Carolan: Right there. George B. Thomas: Yeah. Chris Carolan: Oh man. Yeah. Man, that could solve tons of integration uh issues. Yeah. Um, very cool. [10:23] **Custom Objects to Knowledge Vaults** Casey Hawkins: Go Casey. Chris Carolan: You're working. Casey Hawkins: I know, I have provided my value for the day. Chris Carolan: There you go. There you go. Also very cool. Connect custom objects to knowledge vaults. George B. Thomas: Oh my. Chris Carolan: What is it? Knowledge Vaults now sync with Hubspot segments built on custom objects, making all custom object data and associations available for agent queries. A new capability that allows users to connect Hubspot custom object focus segments to knowledge vaults, making business specific data accessible to Breeze agents and custom assistance. Users can select segments built on custom objects like inventory items, orders, or any unique business entity through the existing knowledge vault connection flow and the vault will sync all records, properties, and associations for intelligent querying. Casey Hawkins: Why does it matter? Companies rely on custom objects to capture business specific data, but agents previously could not access this information for queries or assistance. Companies store critical business logic in custom objects from pet records at kennels to vehicle inventory at dealerships to order tracking systems. Currently, knowledge vaults only access standard CRM objects through segments, creating a significant blind spot where agents can't answer questions about a company's unique data model. This limitation forces incomplete responses and reduces agent effectiveness for business specific workflows. By enabling segments of custom objects, agents gain complete context about how a company actually operates. This means personalized accurate responses that understand the full scope of their business, whether that's querying inventory availability, tracking custom workflow statuses or reasoning about unique business entities and their relationships. This feature transforms agents from helpers with partial information into knowledgeable assistants who understand the complete data structure that powers each business. I think George has some thoughts. George B. Thomas: I just I I I think this is huge. Um, I think this is huge. My brain is actually going a couple different directions. Like, I remember back in the day when I worked at Impulse Creative and we had a custom object that was courses that tied into Hub LMS before Hubspot like created a courses object. And to be able to like have that custom object or any custom learning object or the examples that they used as well, to be able to be into the agent. I think is um, is super interesting. Um just it it opens up a world of possibilities. I'm literally thinking of a roofing client historically and they were tracking like all of the equipment in a custom object. And now all of a sudden we would have access with an agent to the to the equipment and who has what equipment and this that and the other thing and when it needs replace like there's just so much this this is unlocks. But then I got to be honest with you, my brain tied to this thing of like, hey, hang on a second. Like there's a there's definitely a divide of like knowledge vaults and agents internal Hubspot uh agents. But then I was like, well, can I add a vault to customer agent? And do like would that be smart? And anyway, so my brain went sideways but also in just the glory of what we're actually seeing being unlocked today. Chris Carolan: Yeah, man, this is uh, this is why just getting your data into Hubspot. Like it's so powerful. I'm waiting for this to happen because it's literally all this, all these objects on the left side. Some of them are custom, some not. Um, like even George's example with the projects related to video, like the project data you're going to be able to. Man, just get into Hubspot, folks. Um, you don't need all the other tools that are going to suggest they can come in and like let's build your business specific data set. It's right here. It's already here. Okay. Uh, number four. [15:18] **Filters In Agent Inbox** Chris Carolan: Filters in agent inbox. What is it? A redesign inbox experience that introduces comprehensive filtering capabilities across agent executions. The new filter system allows users to view and organize inbox items by execution status, success, error, needs approval and running. Uh can also request source, Breeze Studio, Automation, MCP connector, API or CRM card. Uh and specific agent instances. The unified interface combines inbox items for individual users and administrators with execution data, replacing the previous separate executions view. Casey Hawkins: Why does this matter? The inbox is often the first place users engage with agent execution results and requests for input. Without robust filtering, users face difficulty finding relevant information in busy inboxes, particularly when managing multiple agents or reviewing execution histories. This redesign transforms the inbox from a simple chronological list into an intelligent workspace where users can quickly surface what matters most, whether that's items requiring approval, executions from specific sources or unread notifications. For administrator, for administrators, managing teams, the enhanced filtering provides visibility across all agent activities while maintaining the ability to focus on personally relevant items. By consolidating executions into the inbox with clear status indicators and status and source attribution, we reduce context switching and create a single source of truth for agent activity management. Chris Carolan: We're just talking about building transparent systems. George B. Thomas: Yeah, we were. Chris Carolan: On the on the AI show this morning. George B. Thomas: We, we were. Chris Carolan: It's not a black box, folks. George B. Thomas: Yeah. That's so funny. Um, oh, life is fun. Chris Carolan: It is. It's a blast right now. Uh, remember folks, you probably already own the solution you're looking for in Hubspot. Sometimes you just need to wake up to it. Join us tomorrow morning live at 7:30 a.m. Central or catch us anytime on Spotify, Apple Music, and the profoundly Hubspot Updates blog. Drop your biggest takeaway in the comments and let us know what capabilities you want to wake up to next. Until then, I'm Chris Carolan. Casey Hawkins: I'm Casey Hawkins. George B. Thomas: And I'm still George B. Thomas. Chris Carolan: And this has been wake up customer platform. Now go build something amazing. Have a great day everybody.