HubSpot workflows are moving. They used to live under Automation, and you can still find them there. But the new workflow builder now lives under the Breeze tab, inside Breeze Studio, on its own Workflows tab. It's not a reskin for the sake of a reskin. It's a canvas-based, agent-native rebuild where you drag blocks anywhere, talk to an assistant instead of clicking through six menus, and drop AI agents right into the flow. On this episode of HubHeroes, George B. Thomas, Chad Hohn, and Max Cohen open the hood on the whole thing and put a stake in the ground about where HubSpot is headed.
Where Workflows Live Now
Here's the first thing that trips people up. If you click the Breeze navigation, you won't see workflows at all. You'll see a different set of rooms: Overview, Breeze Studio, Context, Knowledge Vaults, and Breeze Marketplace.
Go one level deeper into Breeze Studio and you'll find the good stuff:
- Agents, so you can build and manage them in one place.
- The Workflows tab, filtered to the new-style workflows only.
- Assistants, plus a "needs attention" inbox where record-update approvals from your agents pile up in one spot.
Think old form versus new form. Same house, two doors. Your legacy workflows still show up in Automation, and the new ones show up here. Someday HubSpot may migrate everything into one place, but for now they're two separate tools.
The signal to watch: George was running a live training in the old workflows tool and asked Breeze assistant to build a workflow. It didn't build it in the old builder. It built it in the new one. When HubSpot quietly points its own assistant at the new room, that's the room they want you in.
“I'll put a stake in the ground. As of July 6, 2026, this new builder overtakes the old workflows tool.”
A Canvas, Not a Column
The biggest visual shift: the new builder works like the Marketing Studio canvas. You've got a big open grid, and you drop trigger, action, branch, agent, and delay blocks wherever you want them. Grab a block, drag it around, and map your thinking out loud instead of fighting a rigid top-to-bottom column. Three details matter more than they sound:
- Tidy up canvas: a little paintbrush button that auto-arranges your blocks so a messy build snaps back into a clean layout.
- Step IDs: every step shows an ID, so you can tell your assistant "in branch one, ID six, do this" and it knows exactly what you mean.
- Add anywhere on a line: hover over the connector and hit the plus sign to insert an action, branch, or delay right where you need it. No more scrolling to a single plus at the bottom.
If you ever built a workflow with just enough branches to shoot one box a thousand feet off to the side with no control over where it landed, this is the release you've been waiting for.
“I always wanted that canvas to be the way workflows worked. It's a big sigh of relief knowing we're getting to the other side of that scroll game.”
And Breeze is no longer a bolt-on. There's a "Collaborate with assistant" panel sitting front and center. It's assistant-first by design. You describe what you want, Breeze drafts it, and before it takes action it ends with a final confirmation, almost like a light plan mode. You get to say "actually, add this and this" before it commits. You click less. You talk more.
The New Triggers Worth Knowing About
This is where the new builder starts doing things the old one flat-out couldn't. The standard triggers are all still here (segment membership change, property value change, record created, form submitted, run manually). But look at what got added:
- User updated association: fire a workflow when someone changes an association. It used to require a private app and webhooks. Now it's a checkbox trigger.
- Buyer-intent signals: job changes (people starting and ending roles), document views, saved view changed, and other intent signals that can fire on contacts or companies.
- Playbook log: trigger off playbook activity.
- App triggers: a Google Sheets row added or updated can trigger a HubSpot workflow. Read that twice. The record doesn't have to live in HubSpot for HubSpot to do the thing.
- Run on schedule: not gated behind Pro the way you'd expect, which is a nice surprise.
- A pile of new quote triggers from Revenue Hub, so quote-heavy teams have a lot more to automate against.
“Triggering a workflow when someone updates an association? That might be the news of the century right there.”
The New Actions (and the Ones Marked Coming Soon)
The action list grew too, and HubSpot is being honest about what's live versus what's on the way with "coming soon" tags right in the picker. Here's the shape of it:
- Find one record / search: pull a single record using search, including campaigns, conversations, invoices, and survey responses.
- Search multiple records: coming soon, and this one unlocks looping (grab all contacts related to a meeting, then do something to each).
- Create record and create task: both marked coming soon.
- Custom code: available now, and Breeze can build a custom coded action for you. Send webhook is not available yet in the new builder.
Quick pro tip the crew hammered on: search before scroll. There's a search box in the action picker. Type "association" and you'll see what's available now and what's coming soon without hunting.
Agents Live Inside Your Workflows Now
This is the part that rewires your brain. You can drop AI agents directly into a workflow. Two flavors:
- Run a custom agent: pull in an agent you've already built and hand it data from the workflow, like the deal that triggered the run.
- Agent step: an inline, LLM-only step with a desired output that only lives inside that workflow. It has limited tools, so remember LLMs are natively bad at math and need a math tool to do it reliably.
You also get the stock HubSpot agents (customer, prospecting, data, handoff). Here's the upgrade that matters: those agents used to be template-locked, so you couldn't touch the instructions. Now they're fully customizable. You open one up, tell Breeze what you want it to do differently, and Breeze helps you prompt the prompt into a better, more structured version.
One more housekeeping win: assistants are sunsetting and migrating into Projects inside Breeze Assistant. That means the eternal "what's the difference between an agent and an assistant and a custom assistant" confusion is finally going away.
Branches Merged, and You Can Branch on an Agent
In the old workflows, value-equals branches and filter branches were two separate things. Value-equals could reference a previous action's output. Filter branches could only reference properties on the enrolled object and its associations. If you needed both, you layered two branches and hoped for the best. They're merged now. One branch can check a previous action's output and a property filter together.
The unlock on top of that: you can branch on an agent's output. If the agent returns X, go to branch one. If it returns Y, go to branch two. Then branch one can enroll another agent to do the next thing. That's the door to agent relay races inside a single workflow: send an agent out to research something, score it, branch on the score, then hand off to a second agent to act on it.
“The handoffs, the agent relay races you could build in here, that's why I almost want to re-envision my entire business from the beginning to the end.”
The HubSpot Agent CLI Is a Foot Gun, Handle With Care
If you install the HubSpot agent CLI locally, it includes a workflows create-and-update tool. Powerful, and dangerous. The tool has to rip and replace the entire workflow JSON in one shot. Your local AI doesn't always know exactly how HubSpot workflows are structured, so it looks up how other things are built and rewrites the whole thing. Get one comma wrong or hallucinate one field, and the whole workflow breaks. It can also toggle workflows on and off. Use it, but use it carefully, and this is exactly why workflow permissions matter.
“It's a foot gun. It rips and replaces the whole workflow in one shot, so one wrong comma and your workflow is busted. And it can turn workflows on and off, so be careful.”
What to Do Monday
You don't have to rebuild your portal this week. You do have to get your hands on this. Three concrete moves:
1. Build your next workflow in the new builder. Next time a real workflow need comes up, open Breeze Studio and build it there instead of Automation. Get your feet wet on a live task, not a throwaway test.
2. Explore the trigger and action lists. Open the trigger picker, search "association" and "buyer intent," and scroll the new actions. Note what's live and what's tagged coming soon so you know what you can plan for.
3. Grab a dictation tool. Since the assistant is front and center, talking beats typing. Get something like WhisperFlow so you can say "in branch one, ID six, do this" instead of typing it out. Click less, talk more.
The One Thing From Each Host
Every HubHeroes episode ends with each host handing you a single takeaway. Here's where they landed.
Chad: Next time you need to build a workflow, give it a whirl in the new builder just to get your feet wet. Don't be afraid of new things.
Max: Just get in there and explore it. You can't imagine what you'll find until you spend real time going through the triggers and actions.
George: Take a day or a weekend, be curious, and reimagine the systems, processes, and experiences you can build now that agents and workflows have converged.
The old mental model still helps. Picturing a HubSpot object falling through a Plinko board of branches is a solid foundation. Just don't let it become a limiting factor, because the boundaries you memorized in the old tool don't all apply here anymore. New room, new possibilities.
So go be a happy, helpful, humble human, and do some happy HubSpotting along the way.
