@Researcher Build a briefing on [legislator or agency] ahead of our [advocacy visit], combining our internal [position papers and prior meeting notes] with their recent public statements on [issue]
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Invokes Microsoft 365 Copilot’s Researcher agent to combine internal advocacy files with public web sources into a pre-meeting briefing. Use Case: Preparing staff and volunteer advocates […]
On this company record, ask Breeze: “Which contacts at this organization are current members, which have lapsed, and who is the primary dues-billing contact?”
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Uses Breeze’s record-aware context to break down an organizational member’s roster by membership status and identify the billing contact. Use Case: Getting a quick read on […]
Configure a Breeze workflow to automatically draft a personalized thank-you email whenever a donation over [$500] is logged in HubSpot
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Sets up an AI-assisted HubSpot workflow that auto-drafts a personalized thank-you email whenever a gift crosses a defined dollar threshold. Use Case: Making sure major gifts […]
@[agent name]
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Invokes a specific Copilot agent or plugin. Use Case: Directing a request to a specialized Copilot agent.
Summarize this (on a record page)
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Context-aware summary command that references the page you’re viewing. Use Case: Getting instant context without specifying details. CAE Domains: Business Development
Use Breeze to update this field based on [condition]
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Uses AI within a workflow to manage or update CRM data. Use Case: Automating data entry or field updates at scale.
Click the Breeze icon to open the copilot panel
Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Opens the AI assistant panel from anywhere in HubSpot. Use Case: Accessing Breeze without leaving the current screen.