Ask Breeze for the Report, Then Know Where the Good Data Lives

Another Orange Morning Recap: Thursday, November 5, 2026

Trisha Merriam joined Chris Carolan and me for a Thursday that turned into a reporting morning. Three of the four updates we pulled were about dashboards and reports, and every one of them came back to the same question: if Breeze can build the report for you, who still needs to know where the good data lives?

Here is what we got into: Trisha's Disneyland trip and her read on the Women of HubSpot HUG, our Inheriting HubSpot Portals series, my holiday coaching for foster kids, Chris's Unified Revenue View office hours, then fully custom reports with Breeze, dashboard sections, the Run records on a schedule trigger in Agent Hub, and write actions in the HubSpot connector for Copilot.

Before the Updates: Disneyland, a HUG, and Three Plugs

Trisha is heading to California next week, and she grew up about twenty minutes from Disneyland, so you can guess where she is going. I have only ever been to Disney World. The verdict from the other two was that it is not a close comparison, and Disneyland does not win.

Yesterday was the monthly Women of HubSpot HUG, where we talked about the room you're not in: sponsorship and mentorship. Trisha had an observation there that I had not thought of. Most HUGs she has attended are about features and how people use HubSpot in their jobs. "The Women of HubSpot HUG tends to be more about how do I make sure people across the organization understand my value?" It is more about personal and career growth than tools, and Chris credited the group for picking a bucket broad enough that everyone is welcome.

Today is also the fifth session in the series Trisha and I run on inheriting HubSpot portals, and this one asks how bad your data really is. "AI is only amplifying the need for clean data as it relies on our data. So if the data is bad, then the outputs are bad." Trisha had just met a marketing ops person who inherited a portal and is trying to figure out what is in it, and her point is why the series exists: "when you are in house, you only do that a handful of times in your career."

Then my shameless plug. I am doing free coaching again over the holidays. "I'll be doing free coaching sessions in December. And in return, I'm just asking that you buy a gift for foster children local to me in Anne Arundel County." You can also donate to the Blue Ribbon Project, which supports kids in foster care and kids who have aged out of it. Everything is on my Coaching for a Cause page, or you can just DM me.

Chris had one more: the Unified Revenue View office hours with Ryan today at eleven Central, the same hour as our session. He wants to dig into the updated Gantt chart, which now covers more objects and associations, as a way to see post-sale work alongside everything else. Bring your Unified Revenue View questions. Chris says those are the only questions allowed, though "You're lucky that I can connect every single part of HubSpot."

Three Dashboard Updates and a Theme

Build fully custom reports with Breeze and save to a dashboard

This one is in private beta. Breeze can build a report on any data in your account, visualized any way you want, and you are not limited to what the report builder supports. The reports behave like any other HubSpot report: they refresh with the dashboard, you can drill into the data, and they save to your reports library.

I saw it while I was prepping the page and got excited. "When I read this, I just thought it was going to build custom reports and add them to dashboards, which was good enough for me. This is even more than that." I have told this story a lot now, but a couple of months ago Chris and I were on a coaching call where someone asked for a report. I walked them through the custom report builder and Chris typed it into Breeze. "Chris's version was faster but I still will argue that there's value in knowing the buttons and which data is available."

Trisha took the other side. She does not think everyone needs to know how the car is built: "I just want to get to that end point, as fast as possible. And I don't care how it works." Chris agreed with her, with one caveat: "there's lots of people that cannot move forward unless they know how the car works." His goal is to "make you comfortable enough to just go start talking to Breeze or the AI." He also put a bet on the table, no inside information: by the end of the year, Breeze will be building full dashboards, because that is the first thing leaders ask for once they can get their HubSpot data into an AI tool.

Trisha read the bottom of the panel and it is available on all hubs and tiers, which surprised us. "The whole analytics suite came down to starter," Chris said.

Then the hard part. I have already requested the beta for a client whose data structure "is very complicated and it's like stilts, basically," and I worry about what a free-form report does on a model that fragile. Trisha has a client with sixty plus attribution properties, and she gave them six to look at, so "now they know, if I need to get my answer, I only have to look at these six." But "Breeze isn't going to know that unless we put that into the context page," and "somebody's got to know how the data is structured and where the good data is." She also admitted something she hates saying out loud: "HubSpot has always been my sweet champion over Salesforce, except it always upset me that I felt like Salesforce's reporting was better." This is the update that might fix it.

I wondered how many projects over the next few years will be about simplifying data models to get there. Chris did not love the word simplifying, since that is where the complexity lives. A lot of portals shove everything into three objects when they need six, because associations look hard. "They've never ventured into the middle column of a CRM record." For the people without those muscles, "if they're gonna get better, it's through a conversation with Breeze," and "Breeze is already starting to catch gaps on your behalf."

Why it matters: a report you can ask for in a sentence is only as good as the data and the context Breeze can see. Request the beta, then write down which properties actually answer your questions before you let anyone ask.

For more details: Build fully custom reports with Breeze and save to a dashboard.

Dashboard sections

Chris noted we have already covered the reporting dashboard header simplification a few times, and it is now live. The new one is dashboard sections, in private beta: you can create, rename, delete and reorder sections, move widgets within or across them right on the dashboard canvas, and now add descriptions to each section. "The word section just got repeated way too many times," Trisha said after Chris read it.

I like this one a lot. "For a while, people, myself included, have kind of used title slides or text slides to create sections. But I like this a lot better. The thing I like most is the ability to move the entire section." Chris connected it to the Breeze report: an AI that tries to arrange a HubSpot dashboard runs into a grid it cannot drag around, and sections give it a structure for telling the story. It is also on all hubs and tiers, and the same caveat holds: "it's only good if the data and context inside of HubSpot is good."

Why it matters: dashboards built for a business review or a team presentation can finally be grouped the way the meeting runs, without note widgets as dividers.

For more details: Dashboard sections.

Agents on a Schedule, and Copilot Can Write Now

Run records on a schedule trigger in Agent Hub workflow builder

This came out yesterday, and there was a lot yesterday. It is a public beta, scheduled for release around November 9, that adds a second scheduled trigger to the new workflow builder in Agent Hub. You can run a workflow once, daily, weekly, monthly or annually, and filter which records go through it, like every Monday for all open deals in Boston. HubSpot's own example pairs it with agents: run a company research agent weekly on companies created in the last week and notify the owner with the result. Chris added that "I don't think anybody has agents in the nav yet," so for now you get there through Agent Hub, then Workflows.

Trisha had the use case I want to try. Media buys with industry publications are often a great deal, but the way they tell you who registered for your webinar or downloaded your white paper is a shared spreadsheet. "The only way you know somebody did a thing is … there's a Google Drive worksheet and they update it. And you just have to keep looking at it to see if there's any new additions to it." A scheduled agent workflow could do the checking for you.

Chris pushed people toward the new builder, and Trisha had the better answer: "if you're using Breeze Assistant to build your workflows, which I think you should, it'll decide where to put it." Chris: "Yes, that is the correct answer for sure."

Why it matters: scheduled runs over a filtered set of records are what turn an agent from something you remember to run into something that runs.

For more details: Run records on a schedule trigger in Agent Hub workflow builder.

Updates to the HubSpot connector for Copilot

Chris wanted to close on this one because he keeps running into Microsoft-first organizations that need to get value out of Copilot. The connector used to be read-only. Now it can create and update contacts, companies, deals and tickets, manage products and line items on deals, log calls, meetings, notes and emails, and create and assign follow-up tasks, all within your existing permissions and all from a Copilot conversation.

I started reading the panel's examples for each team and stopped. "I actually didn't realize how long this was." There is something in there for marketing, sales and support, so go read them on the update page.

Chris's point is about the teams who could not get approval for any other AI assistant. Until now, the assistant they were allowed to use could find their HubSpot data but could not change it, so the answer to "what am I supposed to do now?" was to go back to HubSpot and do it by hand. "So if that was frustrating for you, please come back and try again."

Why it matters: if Copilot is the only assistant your company allows, it can now act on your CRM, not just read it.

For more details: Updates to the HubSpot connector for Copilot.

The Rest of the Updates

A few more shipped that we did not get to: the Stripe Services Agreement update for anyone using HubSpot payments, the new Azure Synapse integration with Direct Ingest and Data Out for Data Hub Enterprise, and sandbox creation that now copies your inboxes and channels.

The Sign-Off

You probably already own the value you are looking for in HubSpot. You just need to wake up to it. We will see you tomorrow morning.