Claude Skill · Built by HubSpot
Get a full brief every morning
Claude pulls your HubSpot data, calendar, and email into one focused brief. Schedule it for delivery every morning.
Start every day ready to sell.
Get a prioritized summary of your pipeline and most important tasks sent every day. HubSpot’s Daily Brief skill for Claude surfaces upcoming tasks, stalled deals, and today’s meetings all in one place.
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Surface deals that need attention
Ask Claude to bring up stalled deals, missed follow-ups, and contacts that have gone cold. Nothing slips through.
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See today's meetings at a glance
Get the context on who you’ll be meeting with, when, and what’s on the agenda.
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Focus on what needs doing
Spend less time deciding what to do. Get a prioritized list and suggested next steps.
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Scheduled and delivered daily
Set a frequency and time to get your brief delivered automatically when you need it, no prompting required.
How to add the skill to Claude
Get started with skills in less than a minute. Depending on your plan, the account owner may need to enable skills access.
Step 1 - Download the skill file
The skill will download as a ZIP file to your Downloads folder.
Step 2 - Navigate to Customize > Skills
Open Claude on web, desktop, or mobile and navigate to Customize > Skills.
Step 3 - Upload the skill
Select "Upload a skill" and upload the ZIP file containing the skill folder.
Step 4 - Use it in any conversation
Once installed, the skill can be triggered with a slash command, or in plain language. It works in any chat.
More skills in the HubSpot Sales Plugin
Eight purpose-built skills for your sales workkflow, from first contact to closed deal.
/call-prep
Prep for every call
Prepare for every call with a full brief. Includes deal history, recent notes, open tasks, and company context.
Learn more
/follow-up
Follow up with the right message
Draft a personalized follow-up grounded in your deal history and last conversation.
Learn more
/log-call
Never forget a conversation
Debrief in plain language and let Claude capture notes, update the deal stage, and create follow-up tasks.
Learn more
/pipeline-pulse
Spot what's stalling
See what's stalling, what's missing a next step, and what needs your attention.
Learn more
/contact-lookup
Details on any contact
Pull a full contact profile: deal status, lifecycle stage, last interaction, and open tasks.
Learn more
/import-contacts
Upload your contacts, fast
Bring in contacts from a CSV, pasted list, or email. Field mapping and duplicate detection included.
Learn more