IV-Lead Insights | HubSpot, RevOps & AEO field notes

Breeze Assistant skills: teach HubSpot your business once

Written by Chen Yehoshua | Nov 12, 2026, 6:32:14 AM

Also in Hebrew: המדריך בעברית

To the team leads who are tired of explaining the same thing to an AI assistant every morning: this guide is for you.

A skill in Breeze Assistant is a saved set of instructions for one task your team repeats. You write it once. After that, anyone you share it with types a slash, picks the skill, and gets the work done your way. HubSpot added skills in its October 2026 release, on every plan.

Below: what a skill is and is not, a full example you can copy, and the three skills we would write first.

What is a skill in Breeze Assistant?

Think of the brief you would give a new team member. "Before a customer meeting, check these four things, and send me one page in this format." A skill is that brief, saved inside HubSpot.

HubSpot's help article puts it this way: skills store instructions, business context, files and output behaviour that tell Breeze Assistant how to perform a task. You can create one in three ways:

  • Describe it. Choose "Create with Breeze", answer a few questions, and Breeze writes the instructions for you to review.
  • Write it. Give it a name, a short description and the instructions.
  • Upload it. If you already have a skill file from another AI tool, upload the SKILL.md file or a zip that contains it.

To use a skill, click the prompt box, press / and choose it by name. A skill is private to you until you share it with people or teams.

How is a skill different from memory, a project or a connector?

Breeze Assistant now has four ways to remember things. They do different jobs.

What it holdsWhen it applies
SkillHow to do one taskOnly when you call it with /
MemoryWho you are and how you like to workIn every chat
ProjectInstructions and files for one ongoing piece of workIn chats inside that project
ConnectorAccess to another app, such as Asana or NotionWhen the question needs that app

A simple rule: if it is about you, it is a memory. If it is about a task, it is a skill. If it is a question you ask often and it needs no special instructions, HubSpot suggests a saved prompt instead.

What does a good skill look like?

A good skill has five short parts: when to use it, what it needs from you, the steps, the output format, and the rules. Here is one for preparing a customer meeting. You can paste it into "Create a skill" as it is, then change the details to match your company.

---
name: meeting-prep
description: Prepare a one-page brief before a meeting with a customer or prospect.
---

# Customer meeting prep

## When to use
Before any meeting with a customer or a prospect.

## What I will give you
The company name and the date of the meeting.

## Steps
1. Find the company record and its open deals and tickets.
2. Read the last three emails, calls and meeting notes.
3. Check who from our side spoke with them last, and when.
4. List what we promised and have not delivered yet.

## Output
One page, in this order:
- Where we stand (three lines)
- Open deals: name, amount, stage, next step
- Open tickets: subject, age, owner
- What we promised
- Three questions worth asking in the meeting

## Rules
- Write in Hebrew. Keep product names and HubSpot terms in English.
- Use only what is in the CRM. If something is missing, say so.
- No sales language. This brief is for us, not for the customer.

Notice the last block. Rules are where a skill earns its keep: the language, the tone, and what to do when data is missing. Check the first few results yourself, in Hebrew especially, and tighten the rules until the output is what you would have written.

Which three skills should a team write first?

  1. Customer meeting prep, for sales and customer success. The example above.
  2. Weekly pipeline summary, for the sales manager. Which deals moved, which are stuck, and which have no next step. Same format every week, so the meeting starts from the same page.
  3. Ticket handover, for service. When a ticket moves to another person or team: what the customer asked, what was tried, what is still open.

Pick tasks that happen every week and have a clear output. A skill for something you do twice a year is not worth maintaining.

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What can a skill not do?

  • It cannot run code or call another system. HubSpot says skills support text instructions only, not scripts, tools or external data sources. Data from Asana or Notion comes through a connector, not through the skill.
  • It does not start by itself. Breeze Assistant will not choose a skill for you. Someone has to call it. If nobody does, the skill does nothing.
  • It is not shared by default. A new skill belongs to the person who made it until they share it.

Can you bring skills from another AI assistant?

Yes, with a caveat. HubSpot's skills follow the Agent Skills spec, so a skill written for another AI agent can be brought over. You upload it as a SKILL.md file. But a skill that depends on scripts or tools will lose them, because Breeze reads the instructions only.

The same release lets you import memories from ChatGPT, Claude or Gemini. In Breeze Assistant, open Memories, choose Import, and follow the steps. Read what comes back before you paste it in. Personal notes that helped you in another tool do not all belong in your company's CRM.

At IV-Lead we run much of our own work on skills like these, in Claude. The lesson that carries over: a skill is a living document. The first version is never right. Someone has to own it, read the output, and fix it.

How should a manager roll this out?

  1. Name an owner per skill. One person who updates it when the process changes.
  2. Use plain names. meeting-prep, not mp-v3-final. People find skills by typing /.
  3. Share with a team, not the whole company. Fewer skills in each person's list means they get used.
  4. Review after a month. Keep the ones people call. Delete the rest.

Frequently asked questions

Which HubSpot plans include Breeze Assistant skills?

All of them. HubSpot lists skills as available on all products and plans. Breeze Assistant has to be switched on for users in the account's AI settings.

How do I use a skill in Breeze Assistant?

Open Breeze Assistant, click the prompt box, press the slash key and choose the skill by name. Add any details the skill asks for and send.

Can a skill update records in HubSpot?

A skill is a set of instructions. What Breeze Assistant can do with them depends on its own abilities and your permissions. The skill cannot add new tools or run code.

Can Breeze Assistant skills be written in Hebrew?

HubSpot's help article does not mention a language limit for skills, and it does not publish quality figures per language. State the language you want in the skill's rules, read the first results, and adjust.

See what else changed in HubSpot this month

Skills are one of five decisions in the latest release. The others cover WhatsApp voice notes, lead rotation, ad conversions and merge rules. Read HubSpot's top updates, and join HubSpot AI in Israel on WhatsApp for one short update a day.

Sources: HubSpot Knowledge Base, "Create and use skills in Breeze Assistant" (updated 2 November 2026), "Import memories to Breeze Assistant" (updated 20 October 2026), "Connect apps to Breeze Assistant" (updated 1 October 2026); HubSpot, "October Partner Product Updates" deck, EMEA partner product session, 10 November 2026. Read on 11 November 2026.