Tap any card to see how a specific idea works and how you can use it. Filter by theme to narrow down.
Paste this into Claude before your next bilateral with a member firm. It pulls every signal from the last six months and turns it into a brief you can scan in the lift.
I have a meeting with [firm name] in [timeframe]. Pull every signal from the last six months from HubSpot, organize it into five categories (recent engagements, open opportunities, people involved, content interactions, anything notable), and give me the talk tracks I should be ready for. Also call out anyone at [firm name] we have not engaged in the last 12 months.
Some things sit beyond what the off-the-shelf connector can do today: custom objects, bulk enrichment, a private assistant tuned to your brand voice, multi-channel pipelines. These are built once by a specialist and then simply run in the background.
Walk through which of these would make the biggest difference for the HQ team. See real examples on the cases page, or email Kai.