您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [Hubspot]:如何利用AI代理每周节省20小时以上[MFM] - 发现报告

如何利用AI代理每周节省20小时以上[MFM]

信息技术 2025-09-30 Hubspot Derek.
报告封面

What’s Inside Bonus Tips 5 Ways Wade Uses AI in Business ●AI Thought Partner●Email Drafting Agent ●How to “warm up” AI●How Wade got Zapier’s internal AIadoption to 90% We took notes so you don’t have to. 1. AI Thought Partner Use case: ●For leaders to quickly understand strategy memosfrom their team●Digest any large document Tools involved: Level: Basic Upload a large document to Claude/ChatGPT 1. Ask it to“succinctly describe back to mewhat’s in the doc,”so AI doesn’t insert itsown opinion 2. After the initial response, ask it to“be 100x more specific” These are warm-up questions that will commit Now ask more complex questions e.g. Ask it to analyze the blind spots shown in a strategy memo, so you can improve it. “This simple back and forth is good at catching stuff. It just catches simple errors that areobvious. It doesn't do the work for me. It doesn't do the thinking for me, but it augments it. — Wade Foster AI warm-up tips: 1. Meta prompting: Ask the LLM to generate a prompt for you. You can’t out-prompt 2. Use voice prompting to give it a TON of context (Wispr Flow). You can walk your 3. The “describe it back to me” + “make it 100x more specific” prompt combo 4. Prompt the LLM to ask you clarifying questions before it starts.“Tell me if there’s more info I can give you” 2. Email Drafting Agent An AI agent that drafts email responses for you Use cases: ●Respond to a specific type of email (e.g. job seekers)●Draft email responses in your own style and voice Tools involved: Level: Basic Create a new agent in Zapier The Zapier agent auto-generated instructions 3. Instant Dossier Creator An AI agent that parses all the info you need to learn about someone new Use cases: ●Learn about people before events or meetings○Public details○Are they a customer?○What can you talk to them about? Tools involved: ●Enrich leads for your sales team Level: Intermediate Connect Zapier with Claude Zapier’s MCP server (Model Contacts Protocol)helps AI agents find and connect to the righttools and data, without needing everything Prompt Claude to tell you more about someone The AI agent searches for available data onHubSpot (you need an account), ZoomInfo, and Boom. Claude gives you a rundown of this person. Use the info to network like a pro Now you can use all this data as conversation starters, and build aconnection by matching their “fun and energetic” vibe. 4. Company Brief Generator An AI agent that retrieves company information on your customers Use case: ●For founder/CEOs to stay on top of customers●For customer-facing roles to understand product usage●For anyone to learn about a company Tools involved: Level: Intermediate Type in any company domain This tool was built in-house using Zapier’s interface.Once you put in a domain, it pulls data from 3 sources: ●Web search●Glean search (it’s like your company’s internal The agent will generate a report *Not all the info is up to date You can see a customer’s detailed account information This in-house agent is not publicly available yet But you can build something like it yourself, usingZapier’s templates in “lead management” Or use their Agent Templates 5. Candidate Risk Detector An AI workflow that detects if a candidate has potential for fraudulent behavior Use cases: ●For HR/Founders/CEOs to avoid hiring people with multiple jobs(remember Soham Parekh?) Tools involved: Level: Advanced How it works Bonus: How Wade got Zapier’s internal AI adoption to 90% 1.Code red:He stopped theentirecompany for a whole week to build stuff with AI2.Show and tell:At the end of the week, everyone had to demo what they built, no matter “There’s a bunch of people out there that are constantly experimenting and nerding out on thisstuff, in ways that I just don't have time for. So I benefit a lot from watching how other people are - Wade Foster If you're a founder, you should be using Zapier in your business. This “dorky”workflow automation business already does 9-figures in annual revenue. And it’s just Sam: “In 10 years, how big do you think your company will be in terms of revenue?” Wade: “10 years? Well, shoot, I think we should be well past a billion in ARR if we do