HubSpot Workflow Enrollment Anomalies Identified by AI: A Briefing

Date: September 11, 2024

Source: HubSpot Product Update - "Workflow Enrollment Anomalies Identified by HubSpot AI"

Summary: HubSpot has launched a new AI-powered feature that automatically detects and notifies users of unusual changes in workflow enrollment rates. This feature eliminates the need for manual monitoring and calculations, enabling users to proactively address potential issues impacting their workflows.

Key Features & Benefits:

• AI-powered anomaly detection: HubSpot's AI automatically identifies significant fluctuations in workflow enrollment rates, eliminating the need for manual calculations and thresholds.
• Customizable notifications: Users can configure notification settings to receive alerts about changes in enrollment rates for specific workflows.
• Proactive workflow management: Early detection of enrollment anomalies allows users to promptly address potential issues and maintain workflow efficiency.
• Time savings & efficiency: Automated monitoring and notifications free up time and resources previously dedicated to manual tracking.

How it Works:

1. Enable AI detection: In the workflow settings, navigate to the "Notifications" section and enable "Get notified if the enrollment rate changes" and "Use AI detection."
2. Configure notification settings: Users can choose to receive notifications based on AI detection or by setting a manual range for enrollment rate changes.
3. Select notification recipients: Specify the users or teams who should receive notifications about enrollment anomalies.
4. Enable notification type: Recipients need to enable "When enrollment rates change" notifications in their account settings.

Availability:

This feature is available to users with the following HubSpot subscriptions:

• Enterprise Customer Platform
• Marketing Enterprise
• Ops Enterprise
• Sales Enterprise
• Service Enterprise

Key Quote:

"Fluctuating enrollment rates can sometimes be a sign that a workflow needs immediate attention. Until now, in order for customers to get notified of sudden dips or spikes in workflow enrollment, they've needed to make manual calculations when configuring notification settings."

Impact:

This new feature empowers HubSpot users to:

• Gain greater visibility and control over their workflows.
• Improve workflow efficiency and effectiveness.
• Proactively address potential issues before they impact business outcomes.