Managing HubSpot tasks often feels like herding cats—multiple tabs open, endless scrolling, and constantly switching between screens just to find basic information.

 

Fortunately, Breeze has four new powerful updates designed to declutter your digital workspace and eliminate those productivity-killing extra clicks. These thoughtful improvements will transform how you interact with HubSpot, giving you back valuable time to focus on strategy rather than administration.

Sidebar Summaries: Your Essential Information, Always Visible

The Problem It Solves

Before this update, checking key record details meant navigating away from your current task, disrupting your workflow and train of thought. The constant back-and-forth between pages created unnecessary friction in what should be a seamless experience.

How It Works

The Breeze record summary card now appears permanently in the right sidebar of your records page, keeping vital information visible regardless of which tab you're viewing. Breeze automatically positions this summary card for contacts, companies, deals, and tickets, creating a consistent experience across your CRM.

The Real-World Impact

This seemingly simple change delivers significant benefits:

  • Eliminates the need to memorise details while working across multiple records
  • Reduces cognitive load by keeping contextual information visible
  • Saves countless clicks and page loads throughout your workday
  • Allows for faster decision-making with all relevant data in view

The sidebar summary transforms record navigation from a disjointed experience into a smooth, intuitive process that respects your time and attention.

AI-Powered Podcast Creation: From CRM Data to Compelling Content

The Problem It Solves

Creating engaging podcast content has traditionally required specialised skills, significant time investment, and often external resources. Many marketing teams struggle to leverage their valuable CRM data for content creation, missing opportunities to connect with audiences through audio formats.

How It Works

Located in your navigation menu under Breeze AI, this sophisticated content agent transforms your CRM data into podcast-ready materials. The tool helps with:

  • Generating compelling podcast titles and concepts
  • Creating detailed episode outlines and scripts
  • Drafting show notes optimised for search engines
  • Suggesting artwork concepts that align with your brand identity

All content is created in your brand voice, using the wealth of information already stored in your HubSpot CRM.

The Real-World Impact

This feature democratizes podcast creation, making it accessible even to teams without dedicated audio production resources. By leveraging HubSpot's content creation tools alongside Breeze's AI capabilities, you can:

  • Launch podcast initiatives with minimal startup friction
  • Maintain consistent publishing schedules without overwhelming your team
  • Repurpose existing CRM data into fresh, engaging content
  • Expand your content marketing strategy into audio formats without specialised training

The podcast creation tool transforms the daunting task of audio content production into a streamlined process that builds naturally on your existing CRM investment.

Intelligent Filter Suggestions: Intuitive Report Building

The Problem It Solves

Creating reports often meant scrolling through endless property lists, trying to remember exact field names, and hoping you selected the right parameters. This friction point discouraged teams from fully utilising HubSpot's powerful reporting capabilities.

How It Works

When building single-object reports, Breeze now employs semantic search and analyses your most frequently used fields to intelligently suggest relevant properties for filters. Instead of presenting an overwhelming list of options, the system offers contextual suggestions based on your reporting patterns and natural language queries.

The Real-World Impact

This enhancement delivers several key benefits:

  • Dramatically reduces the time spent building and modifying reports
  • Makes reporting accessible to team members without deep CRM expertise
  • Encourages more frequent data analysis by removing technical barriers
  • Improves report accuracy by suggesting the most relevant properties

For organisations looking to build even more sophisticated reporting systems, reach out for a chat and we can further enhance these capabilities, creating powerful data visualisation tools tailored to your specific business needs.

PDF Integration with Copilot: Instant Document Intelligence

The Problem It Solves

Extracting specific information from lengthy PDFs—like quarterly reports, contracts, or technical documentation—has traditionally been a tedious manual process. Finding a single data point might require scanning dozens of pages, wasting valuable time and increasing the risk of missing critical information.

How It Works

Currently available to private beta testers (with wide release scheduled for May 13, 2025), this feature allows you to upload PDFs directly into Copilot via the paperclip icon in the chat window. Copilot processes the document content, enabling you to ask specific questions about the information contained within, without manually searching through pages of text.

The Real-World Impact

This integration delivers remarkable efficiency gains:

  • Transforms hours of document review into minutes of targeted questioning
  • Ensures no critical information is overlooked in lengthy documents
  • Makes complex technical information more accessible to non-specialists
  • Creates a searchable knowledge base from previously static documents

Organisations implementing this feature as part of a broader HubSpot strategy can benefit from NBH's comprehensive HubSpot implementation services, ensuring these powerful tools are optimised for your specific workflow requirements.

The Bigger Picture: Why These Updates Matter

These four updates represent more than just feature enhancements—they reflect HubSpot's commitment to creating a truly user-centric platform that respects your time and attention.

By eliminating friction points and streamlining common tasks, Breeze transforms HubSpot from a powerful but complex tool into an intuitive extension of your workflow.

For businesses looking to maximise the value of these new features, partnering with experienced HubSpot specialists can accelerate adoption and ensure your team leverages these tools to their full potential.

Whether you're focused on streamlining operations, enhancing reporting capabilities, or expanding your content marketing strategy, Breeze provides the foundation for more efficient, effective work.