Value-First AI Daily - Mar 10, 2026

[00:01] **Introduction** **Chris Carolan**: Good morning, Hubspot Nation. It it's time to wake up customer platform with your unofficial Hubspot updates morning show, where we help you discover the platform value you already own. I'm Chris Carolan joined by my co-host 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 Tuesday, March 10th, 2026.

[00:41] **Opening Remarks** **Casey Hawkins**: Happy Tuesday, we made it back. **George B. Thomas**: Yes, yes, we are. We are back to talk about all the things. My goodness. That Hubspot has been up to. **Chris Carolan**: All of the things, indeed. Uh, so much so that we're going to dive right in. Uh, we've got permission sets and seats are now decoupled. What is it? We've decoupled permission sets from seats. You can now assign any user to any permission set regardless of the seat type. Hubspot automatically grants the maximum access allowed based on a user's permission set and their seat. You'll see clear indicators showing whether a user has no partial or full access in a permission set.

[02:15] **What does this mean for admins?** **Casey Hawkins**: Why does it matter? Previously, permission sets and seats were tightly linked. This often led to errors when assigning users to permission sets, users being blocked or removed unexpectedly after seat changes, confusing situations where users in the same permission sets had different access with no clear explanation. This update removes those pain points by giving admins more flexibility to grant access per their business needs, preventing disruptive removals of users from permission sets, making it clear why a user does or doesn't have certain permissions. The result is fewer surprises, less cleanup work and more predictable permissions experience. **George B. Thomas**: Go hit that beta if that sounds like something you need, for sure. **Chris Carolan**: I'm guessing most portals need a little bit of that. Uh, and it's available to to free and above. So, take advantage.

[03:24] **Multi Object Sync** **Chris Carolan**: Multi-object syncs to the CRM from Data Studio. I like all those words. **George B. Thomas**: Mhm. **Chris Carolan**: Uh, what is it? Data Studio users can now target multiple objects and create associations between them as they sync data from their data sets to the CRM within Data Studio.

[03:58] **Impact on Data Sync** **Casey Hawkins**: Why does it matter? Multi-object syncs allow you to more accurately sync your external data with Data Studio to the CRM, including the ability to create associations between these objects. It also unlocks additional objects within sync to CRM that are dependent on an association to another object such as line items. **Chris Carolan**: Such as line items.

[04:24] **DataHub Options** **George B. Thomas**: Interesting choice. **Chris Carolan**: For example. Oh man, for example, the one that everybody wants. Uh, who gets it? Data Hub Professional and Data Hub Enterprise. We are smashing that beta button for sure. Um, recently did an unboxing, uh, with the product manager from the Data Studio team, there will be a part two. Uh, because all we got through was just getting one spreadsheet, uh, into Hubspot, uh, and all of the different things you can do with just that sheet. Uh, it was pretty crazy.

[05:12] **NetSuite Update** **Chris Carolan**: Uh, what's new in the NetSuite app for Hubspot speaking of line items, probably linking with Hubspot? **Casey Hawkins**: Wow. **Chris Carolan**: This one's in development, so, uh, for looking statement at the front. What is it? Introducing four new updates to the NetSuite app for Hubspot that make the integration more reliable, easier to manage and faster to implement. A new NetSuite subsidiary property now appears on company, contact, deal, invoice, order, product, and ticket records. This makes it easier to spot and fix subsidiary mismatches. Number two, if a sales order sync fails, you'll now see specific error messages with actionable guidance to resolve the issue on your own. Number three, you can now map unit cost for line items between Hubspot and NetSuite. Select unit cost during manual sales order creation or sync Hubspot unit cost values automatically through workflows. And number four, a new guided onboarding experience walks you through every setup step from configuring data sync to enabling sales order workflows so your integration is ready to go from day one. Again, um, in development, but somehow schedule for release today.

[06:54] **AI and NetSuite** **George B. Thomas**: #AI. No, I'm just kidding. I'm just kidding. **Chris Carolan**: Yeah. Uh, maybe check it out, just see see what's up. **Casey Hawkins**: Um, why does this one matter? Fewer sync failures, less manual work and faster more reliable integration maintain accurate and reliable records between Hubspot and NetSuite. These updates strengthen data integrity and streamline operations across both platforms.

[07:26] **Custom Integration vs App** **Chris Carolan**: So, if you are in a position that you're needing to integrate these two and somebody tells you that you should just go right to the custom, right to a custom build version, um, uh, take a minute. Uh, let them know there's some changes on the way and that might be able to change the direction. **George B. Thomas**: Yeah. **Chris Carolan**: So, uh, very exciting.

[07:57] **AI Summaries for Reports** **Chris Carolan**: Number four, include AI summaries in report and dashboard exports. What is it? Uh, you can now include AI summaries when you export your dashboard. **George B. Thomas**: Oh, okay. Thanks. **Casey Hawkins**: Why does it matter? When you share dashboard insights with teammates or stakeholders through email or a connected app, recipients can quickly understand key takeaways without having to analyze the raw data themselves. Nice. **Chris Carolan**: Makes so much sense. I put like a ask question button in that uh, in that email so that they can come in and start chatting to breeze about it. That would be cool. **Casey Hawkins**: Walk before you run. **Chris Carolan**: Yeah.

[08:54] **Custom Meeting Confirmations** **George B. Thomas**: I'm excited to hear what this next one is. **Chris Carolan**: Customize confirmation email in meeting scheduling pages. What is it? Customize the meeting book confirmation email that is sent to contacts when they book a meeting through your scheduling page. **Casey Hawkins**: Why does it matter? Instead of sending a generic confirmation email to each contact that books a meeting, you can now customize it to include the best information to send to a contact to help them understand what to expect for that upcoming meeting. That's very nice. **George B. Thomas**: Yeah. **Casey Hawkins**: I think. I'm excited about this because yeah, previously it was just basically a generic. **George B. Thomas**: Yeah.

[09:51] **Customization Options** **George B. Thomas**: I'm joining that beta and just know that there is a knowledge-based article and a discussion on the community around this as well that you might be able to grab. Um, customize the subject line, title, body, and image. Yeah. Uh, yeah, this is brilliant. Okay. Yeah, I love this.

[10:20] **Prompt Sharing in Breeze** **Chris Carolan**: Uh, I think you're going to love this one too. Uh, prompt sharing in Breeze assistant. Uh oh. What is it? Users can now share prompts with their entire portal, making it easy for teams to collaborate on and reuse effective prompts across Breeze assistant. **Casey Hawkins**: Why does it matter? Teams can standardize workflows and share best practices. Instead of every user recreating the same prompt, one user can create and share a prompt that appears in everyone's prompt library. This All right, so how does it work? For creating and sharing prompts, when creating or editing a prompt, look for the shared toggle near the bottom of the prompt editor, enable the toggle to make the prompt as shared with your team. Save your prompt, it will now be available to team members. Open the prompt's list in the assistant via the bookmark icon, click the shared prompts tab, browse prompts shared by teammates with the same search and filtering capabilities available in my prompts. Select a shared prompt to use it in your conversation. Interesting, each shared prompt shows who created it. All users can edit shared prompts to improve their mmm, I don't know if I love that or not, but okay. Users cannot modify shared prompts created by others. Oh, okay. Well, then wait, what? All users can edit shared prompts to improve them over time. Maybe it's like their version of it because users cannot modify shared prompts created by others. They can only use them as is. Like it's literally those two lines are battling each other. Anyway, admins can delete any shared prompt if needed for quality control or to remove inappropriate content. What kind of place they work at? Anyway, all Hubs, all tiers. Um, Yeah. I've got to share this with some clients. **Chris Carolan**: Yeah, so just create personal copies if edits are needed. Ah, there we go. Um, and then reshare and then we've got like 10 versions of the same. No, I think this is a great example of if you're trying to figure out how Hubspot fits into your AI plan for the organization. **George B. Thomas**: Yeah.

[12:37] **Consistency With AI** **Chris Carolan**: Stuff like this does not work or is does not work very well, is not very easy or is not possible in the LLMs yet, right? Like I think the hardest thing for everybody trying to figure out right now is how do you get AI consistency across teams. **George B. Thomas**: Yeah. **Chris Carolan**: Right? And you think about Hubspot as a platform, that is a place that we should be leaning on them where they can definitely add value in a place where most other AI offerings are not necessarily building for that. **George B. Thomas**: Yep. **Chris Carolan**: So, very, very cool. And if it starts with prompts, like where where else, you know, could we go? Like shared conversations? Can we get that? Can we just have a conversation with AI and our team at the same time? **George B. Thomas**: Mhm. Oh my. **Chris Carolan**: Oh man. Um, Data Agent Activities and Transcripts Data Source. Okay.

[13:52] **Data Agent Analyzes Emails, Notes, and Transcripts** **George B. Thomas**: Do tell. **Chris Carolan**: Uh, big picture here. Uh, what is it? Data Agent now analyzes emails, notes and call transcripts to answer questions about your customer engagements. **Casey Hawkins**: Um, why does it matter? Summarize feedback across multiple communication channels including emails, notes and calls. Prepare for calls using a wider range of customer touch points and compare email feedback with record notes to determine next steps. I am very excited about this. Um, I have said many times that I think emails not being included in the data that Breeze is analyzing, um, in smart properties is a huge gap because a lot of the teams I work with do not have call transcripts in and and although I have and will continue to advocate for getting call transcripts in Hubspot, um, it's sometimes hard to show them why without having like, you know, we already sync our emails, why isn't that enough, you know? And now I can say, well, like, look at what it's doing with your email, imagine, imagine.

[15:25] **How to Analyze Data** **George B. Thomas**: Now you should know to use activities and transcripts as a data source for data agent, you have to select your property details and type. So in the data source dropdown, select activities and transcripts. Select the specific engagements you want data agent to analyze and then it will do this. Also, this feature is available for Hubspot credits, Commerce Hub professional, enterprise, Content Hub starter, professional, and enterprise, Marketing Hub starter, professional, and enterprise, Data Hub starter, professional enterprise, Sales Hub starter, professional, and oh, service. **Chris Carolan**: Smart stuff. **George B. Thomas**: You're in there now. Yeah, it's I had to commit all the way, man. It's in there. All of the Hubs and levels, except for free. Um, but even if it's credits, you might be able to uh, I know you can use credits at a free level, I think, sometimes. Yeah, it's um, get good at asking the right questions, folks, so you can create the space for the answers that you want and then let AI do the rest. Um, man, if you and if you're not sure where to start, think about like any playbooks, templates that are designed for specific Q&A style responses and you're trying to figure out how to transform and you got a bunch of workflows. Like hey, if I put the playbook here and then they answer like this, it's automatically going to fill in this property, right? Those are the moments where man, AI can can do so much work for you now. **George B. Thomas**: I will say this, based on what I just said, um, in my portal, it's actually called data capture. So under data management, there's data capture and then there's a use smart data capture thing where properties to capture and you can do call meeting different things. So just in your portal. **Chris Carolan**: You have to look for it. Uh, huh? Instead in your portal. No, in my settings. Oh, okay. Yeah, in settings and then data management and then it's like properties, objects, translations and then data capture. So. Yup. Oh, but it's put it to use folks. But like Casey said, it can only be used if you're getting your stuff into Hubspot. Uh, we've got PDF page break setting on quotes. opposite end of the of the spectrum here. Uh, what is it? Users can now control how sections within a quote are displayed on PDFs using the page break setting within the theme editor. **Casey Hawkins**: Why does it matter? Previously, if a section was long, the section would automatically move to the next page on the PDF. For some users, this left a lot of white space. Now users can change this setting so that a section is split across a page break. This setting can be set at the theme level and overridden adjusted at the template level. Um, I have a client that this is an exact pain point they had. Um, but I went and checked their portal and this specific update isn't in their portal yet. But who gets it is Commerce Hub Pro and Enterprise and I think they may not be on Commerce Hub yet. Yeah. Um, seen many of of mostly white pages uh in my life related to this this issue. Yeah. So those line item tables start to get long and now we can we can break them in half. Very cool. Oh, a watch demo button here now. Oh, nice. That's new. Um, I like that. And appreciated like the team's getting better at creating some video video resources related to these new new new updates, so. Yeah. Appreciate that theme. Uh, rate your customer agent reply in tester. What is it? Rate reply lets admins give a thumbs up or thumbs down on individual agent responses directly within the tester. After rating, admins can optionally leave a comment explaining what they liked or didn't like about the response. **Casey Hawkins**: Why does it matter? Testing your agent is only half the loop. Knowing why a response is good or bad is what drives improvement. Rate reply turns the tester from a passive observation tool into an active coaching surface, giving admins a direct way to signal which responses are working and which need attention. Over time, this feedback becomes the foundation for more structured coaching, surfacing patterns, flagging recurring issues and helping teams make smarter decisions about what to fix next. Yeah. I like it. Uh, just noticing this comment here from from Dean Hummel. Uh, let's uh join us on uh Wednesday tomorrow, Dean, for the Hubspot Help Line and I think this is a good good topic to get into. Uh, inbound VIP tickets. **George B. Thomas**: VIP. **Chris Carolan**: Is it worth it? Uh, tomorrow at 10:00 a.m. central on LinkedIn Live. **Casey Hawkins**: I was trying to convince people to get me VIP coffees last year, so I don't know if I'm an expert on the topic, but. **George B. Thomas**: Oh my. Might as well be. Um, few and far between, I'm sure. Uh, send preferences, link email to contacts. What is it? From a contact record, you can send an email directly to the contact containing a link to their manage preferences page. This eliminates the need for customers to dig through past marketing emails or use a form flow to access their preferences. **Casey Hawkins**: Why does it matter? Support, success or marketing teams can proactively send a preference link when a contact wants to change subscriptions, opt out or review what they're signed up for without asking them to search their inbox or re-enter their email through a form. This keeps preference management simple, secure and on demand. Oh. **George B. Thomas**: This is this is nice. This is a good quality of life update right here. **Casey Hawkins**: Small but sure small but mighties.

[23:11] **Preventing Non-Service Users from Sending Emails** The drum was for you Casey then. I was like that was a great joke. Yeah. It was good enough. It was cool. The bar's low today. We haven't talked in a while so you guys It was good enough. Uh, speaking of prevent non-service users from sending from Help Desk email addresses. Uh, in private beta. What is it? Admins can now control who has access to Help Desk email addresses when sending one-to-one emails from a record page. Previously, any user could select team email connected to Help Desk as their from address. Now only users with the service address permission can do so. Uh, why does it matter? This prevents sales reps from accidentally sending sales emails from a support address. It also brings Help Desk in line with how conversation inbox already works. Users only see from address options they have permission to access. **George B. Thomas**: Chris, you kind of buffered a little bit in that last uh. I was like waiting for my cue. Like something got him thinking. I don't know what. Should I restate it with the correct words or not? That was the buffering shows not to. Uh, you got you got the gist. Uh, new actions and limits added to forms, simple workflows. A lot of stuff going on in simple workflows lately. **Casey Hawkins**: Yeah, there is. **Chris Carolan**: Uh, what's changed? Updated to clarify that the ability to add up to three actions in forms, simple workflows applies specifically to customers who do not have Marketing Hub. Uh, what is it? We've expanded form simple workflows so you can now add up to three actions instead of just one if you don't have Marketing Hub. Uh, because the Marketing Hub limit will remain at 10 actions. This means you can build more complete automations when someone submits a form without needing to upgrade or switch to a more complex workflow tool. **Casey Hawkins**: Why does it matter? Previously, form simple workflows were limited to a single action for non-marketing portals, which made it difficult to automate common follow-up steps. With this update, you can now handle more of the work automatically in one place. This helps you reduce manual follow-ups, save time on repetitive tasks and turn form submissions into meaningful next steps more easily. **Chris Carolan**: Nice. Very nice, Hubspot.

[25:48] **Marketing Emails Simple Workflows** **Chris Carolan**: Speaking of simple workflows, we can clone marketing emails with them now. Uh, what is it? When cloning a regular marketing email that has a simple workflow configured, you'll now see a new copy simple workflows checkbox in the clone panel. Enabling this duplicates the email's associated simple workflows automatically so you don't have to rebuild them from scratch. **Casey Hawkins**: Why does it matter? Cloning an email used to mean rebuilding any associated simple workflows from scratch on the new email. For marketers who rely on post-send automations like adding contacts to a list after a link click or setting a property after an open, this added repetitive setup whenever creating variations for different campaigns or audiences. Now workflows carry over automatically saving time and reducing the risk of misconfigured automations. **Chris Carolan**: All in at all. Makes sense. **Casey Hawkins**: Uh, I get it. The screenshot helped me.

[26:58] **WhatsApp Message Templates** **Chris Carolan**: Send WhatsApp message templates anytime is in public beta. What is it? Agents can now send WhatsApp message templates at any time during an active conversation, not just after the 24-hour session window has expired. **Casey Hawkins**: Why does it matter? Even through WhatsApp template even though WhatsApp templates are mainly for initiating outreach to customers, you should also be able to send them anytime in a conversation if it's useful. It's easy. There you go. **Chris Carolan**: Makes sense. That's it. Thanks. At least some customers said that's not always the main reason for templates. Uh, Yep. So now you can use them anytime.

[27:52] **Knowledge Vault Citations** **Chris Carolan**: Uh, get granular citations and deep linking. Jeez. I know those words. Uh, what is it? Knowledge vault citations now communicate the specific page, section, or element within uploaded documents where referenced content appears. **Casey Hawkins**: Nice. **Chris Carolan**: Why does it matter? Users needed uh need to quickly validate AI generated responses by accessing the precise source content reducing time spent searching through lengthy documents and increasing trust in AI outputs. This eliminates wasted efforts and streamlines workflows when referencing large files like technical documentation or playbooks. Man, so powerful. Just get your PDFs into Hubspot, folks. They're going to keep building stuff like that. It's going to be easier and easier to understand what you have. **George B. Thomas**: Yeah. **Chris Carolan**: Uh, and help you guide AI. Uh, so good. Uh, automated sales tax calculation for quotes. is in public beta. What is it? You can now automatically calculate sales tax on quotes in real time based on your line items, tax category, and your buyer's address. This means sales tax is calculated instantly. So you can include accurate sales tax estimates on quotes for your buyers. Plus, you can enable automated sales tax without enrolling in Hubspot payments or stripe payments. Wow. Why does it matter? Stop spending time on manual tax calculations and eliminate costly errors. Automated sales tax instantly applies the correct tax rate to every line item based on your buyer's location. So you can create quotes faster and more confidently, stay compliant with local tax regulations and accelerate your quote to cash cycle by eliminating errors from manual tax entry. That feels very important. **George B. Thomas**: Yeah.

[30:13] **Final Thoughts** **Chris Carolan**: Folks, if you're if you've been on the marketing and sales CRM side of Hubspot, um, and you haven't touched Commerce Hub stuff, uh, and the business that you work with, uh, has a quote to cash process, which uh spoiler alert, it's all of them. Please surface stuff like this. This is so powerful compared to what's been available. **George B. Thomas**: Yeah. **Chris Carolan**: For teams. Like so powerful. This is the kind of stuff like you've had to implement sophisticated systems or e-commerce shops or all sorts of stuff to be able to do this. And to be able to do this right next to your CRM data. It's there. You don't even need to be using Hubspot payments, Stripe payments. Like so good. Oh, we got through them all. Yeah, number folks. You probably already own the solution you're looking for in Hubspot and it might be automated sales tax, uh, in quotes. 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 or 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. I'm Casey Hawkins. And I'm George B. Thomas. And this has been wake up customer platform and now go build something amazing. Have a great day everybody.