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Articles tagged with #workflows
HubSpot's new Beta feature lets Solutions Partners copy workflows straight into client portals. It solves the rebuild problem. It does not solve the governance problem.
A pre-sales portal audit is supposed to build the case for the retainer. Instead, it's eating the margin the retainer was supposed to protect.
A step-by-step look at mapping, scoring, and reporting on a client's automation before you touch anything.
Manual spreadsheet audits miss dependencies. Howly finds all of them in seconds.
A day-by-day plan for the first week: what to check, what to leave alone, how to turn what you find into a documented audit report, and what to keep watching once the cleanup is done.
Ask Claude what's wrong with your HubSpot workflows. Get a prioritized list back, with links to fix each one yourself.
