Create a custom report — AI Prompts for HubSpot

The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

I need a custom report that combines CRM deal data with marketing source to find which campaigns…

I need a custom report that combines CRM deal data with marketing source to find which campaigns created the highest-value pipeline this quarter. Build a report showing pipeline value by campaign source, list the top 25 deals with owner, amount, close probability, and original campaign touch. Filter to deals created between April 1 and June 30 and exclude deals with amount under $5,000. Make the report exportable and share it with me and Alex in demand.

Improve — make it easier to accept

Before I send this composite report to leadership, make the insights actionable: surface the top…

Before I send this composite report to leadership, make the insights actionable: surface the top three campaigns by pipeline-to-cost ratio, highlight deals where the campaign field is blank or 'other', and flag cases where first-touch and last-touch disagree. Add a note on confidence level for each campaign based on how many deals support it.

Decide — diagnose the stuck moment

I built a custom report linking deals to campaign source but about 40% of the high-value deals show…

The custom report shows many deals with campaign 'blank'.

I built a custom report linking deals to campaign source but about 40% of the high-value deals show no campaign. I’m afraid we’re misattributing pipeline. What are the likely reasons for blank campaign attribution in our data model and what immediate fixes will recover attribution for the biggest deals without reworking historical records?

Become — change the pattern

Over many quarters, a large share of deals lack reliable campaign attribution because reps bypass…

Attribution fields stay empty across many deals.

Over many quarters, a large share of deals lack reliable campaign attribution because reps bypass the required fields or campaigns weren’t created properly. I want to stop losing visibility into where pipeline originated. What policy, UI change, or small automation can I implement that forces usable campaign data at lead creation and keeps it intact through to deal close?

Next to this one

Other CRM and marketing work people do in HubSpot.

Call contacts from CRM Capture form submission data Connect email inbox Create a blog post Create a contact list Create a deal record Create a landing page Create a lead capture campaign Create a pipeline view Create a social media post

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.

The rest of the map

Same library, five ways in.

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