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HubSpot Workflow Tips | Use AI to Create Internal Email Notifications

HubSpot Workflow Tips | Use AI to Create Internal Email Notifications

This HubSpot training covers a new AI feature that enables users to send internal email alerts to contact owners regarding overdue tasks. Additionally, the AI tool offers functionalities to create paragraphs and headings, along with the capabilities to rewrite, expand, and condense text.

Video Overview

  • Using AI in internal email notifications: This video demonstrates how to send an email to a contact owner with an overdue task, utilizing AI to create paragraphs and headings. Additionally, the AI tool can be used to rewrite, expand, or condense a sentence, and to insert the revised sentence into the email.

 

Use AI to Create Internal Email Notifications

In the sixteenth installment of our ‘How to HubSpot’ series, we’re excited to reveal a new AI feature that will simplify your team's internal communications. Now, when you need to send an email notification about an overdue task, HubSpot’s AI can help you craft the message with ease.

Let’s say you’re setting up an internal email notification to alert a contact owner that a customer check-in task is overdue. With the new AI capabilities, you can generate paragraphs and headings that convey your message clearly and effectively.

For example, you might start with a simple statement like, “Your task is overdue for customer check-in.”

But what if you want to refine the language or adjust the tone? The AI tool offers options to rewrite, expand, or shorten your text.

With a simple highlight and a click, you can transform the phrase into something more engaging or informative. The AI suggests alternatives, and with your approval, inserts them directly into the email. It’s a seamless process that not only saves time but also ensures your internal communications are professional and on-point.

This AI-enhanced feature is just one of the many ways HubSpot is integrating advanced technology to improve user experience. As we continue to explore the platform’s capabilities, stay with Xcellimark for more insights and tips. Our aim is to equip you with the tools to make your digital marketing strategies as effective, efficient, and innovative as possible.

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