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A closer look at what Howly does and how to use it. From workflow planning to AI audits to MCP, learn how to get the most out of every feature.
Howly's Planned Workflow feature lets you draft a new workflow directly on your portal's canvas—selecting real enrollment triggers and actions from your portal—so you can see exactly which existing workflows it will connect to before you create anything in HubSpot. The downstream connections appear as live lines on the map the moment you configure them.
If you're a Howly user, you now have a direct path to bring your HubSpot data into Claude Desktop — without switching tabs, copying records, or losing context. This guide walks you through exactly how
HubSpot workflows power everything from lead nurturing and lifecycle automation to data hygiene and handoffs between teams. For many teams, though, those workflows live in a single, growing list — a f
Stop manually reviewing every workflow. Learn how to use Howly.io and AI to generate executive summaries, cleanup lists, and risk assessments in seconds.
Stop spending hours on manual documentation. Learn how to use Howly.io to deliver visual workflow audits and real-time health reports to your clients.
Stop breaking your automation. See exactly how Lifecycle Stage and Lead Status changes trigger or modify your HubSpot workflows.
