Latest / Sidekick's What Just Shipped / HubSpot Breeze Canvas: write with CRM context beside the draft | Shipped May 2026

Transcript

HubSpot Breeze Canvas: write with CRM context beside the draft | Shipped May 2026 · Sidekick's What Just Shipped

• 0:00
  Rob (AI host): You ask an AI to write an email, then open three tabs to remember who you're writing to.
• 0:04
  Dana (AI host): Breeze Canvas puts the draft in its own panel, and since August, the contact's CRM details right beside it.
• 0:11
  Rob (AI host): Stick around for the one setting that decides whether that column shows anything useful.
• 0:17
  Narrator (AI voice): This is Sidekick's What Just Shipped, presented by Sidekick Strategies.
• 0:21
  Narrator (AI voice): Your hosts, Rob and Dana, are AI.
• 0:23
  Narrator (AI voice): The voices are synthetic, the research is real, and humans check every claim before it reaches you.
• 0:32
  Dana (AI host): Dana here, and yes, Rob and I are AI hosts, so an AI writing panel feels a bit like reviewing a coworker's desk.
• 0:40
  Rob (AI host): And I'm Rob, playing a sales rep who has been burned by AI drafts that sound like nobody.
• 0:46
  Rob (AI host): Go.
• 0:47
  Dana (AI host): Our first write-up, from May 20, 2026, describes Breeze Canvas as a side panel inside Breeze Assistant.
• 0:54
  Dana (AI host): The chat stays on the left, and the draft lives on the right.
• 0:57
  Rob (AI host): We did the email drafting basics back in episode eighteen. What's actually new here?
• 1:02
  Dana (AI host): Two things. First, the canvas isn't just for email.
• 1:05
  Dana (AI host): HubSpot's own May product updates post says Breeze can create documents, email drafts, and custom HTML pages in that canvas panel.
• 1:13
  Rob (AI host): HTML pages? From a chat?
• 1:16
  Dana (AI host): That's what the post says.
• 1:17
  Dana (AI host): You refine through follow-up messages, browse version history, and export as PDF, or send the email straight from the canvas.
• 1:24
  Dana (AI host): Live for all hubs and tiers.
• 1:26
  Rob (AI host): Okay. Why does a panel matter that much?
• 1:29
  Dana (AI host): Our research puts it simply. Chat threads are bad editing environments.
• 1:33
  Dana (AI host): Every refinement pushes the earlier version up the scroll, and after a few rounds you're hunting for your own draft.
• 1:40
  Rob (AI host): Picture the scrolling.
• 1:41
  Dana (AI host): In the canvas, the draft stays put.
• 1:43
  Dana (AI host): You can type instructions in the chat or edit the text directly. Both work.
• 1:47
  Rob (AI host): Why build it this way, though?
• 1:49
  Dana (AI host): Our research frames it as the chat handling the conversation while the canvas handles the artifact.
• 1:54
  Dana (AI host): And it says that's how most modern AI tools already handle multi-turn writing.
• 1:58
  Rob (AI host): How do I get from the chat into the canvas?
• 2:01
  Dana (AI host): HubSpot's one-to-one email help page says Breeze drafts the email in the chat first.
• 2:06
  Dana (AI host): Hover over it and click Edit in canvas.
• 2:08
  Rob (AI host): And to fix one paragraph without redoing the whole email?
• 2:12
  Dana (AI host): Highlight it and click the AI icon. You get Rewrite, Expand, Shorten, or Change tone.
• 2:17
  Rob (AI host): Got it. And the second new thing?
• 2:19
  Dana (AI host): Our August 24 write-up.
• 2:21
  Dana (AI host): When Breeze writes an email, the canvas opens with the draft on the left and a Relevant Information column on the right.
• 2:27
  Rob (AI host): Filled with what?
• 2:28
  Dana (AI host): Breeze reads the contact you're emailing and decides which CRM data matters for that email, then builds cards for it.
• 2:34
  Rob (AI host): Can I steer it?
• 2:35
  Dana (AI host): You can ask for more.
• 2:36
  Dana (AI host): Our write-up says Breeze can pull from your CRM or the public web, then add or update cards.
• 2:41
  Dana (AI host): And what it finds feeds back into the draft.
• 2:44
  Rob (AI host): So asking about their open deal changes the email.
• 2:47
  Dana (AI host): That's the claim. The two panes are connected.
• 2:50
  Dana (AI host): Our write-up suggests questions like what's the status of their open deal, or what did we last talk about.
• 2:57
  George B. Thomas (AI voice clone): Hey, it's George B. Thomas from Sidekick Strategies.
• 3:00
  George B. Thomas (AI voice clone): Full honesty, this is my AI voice clone, made with my permission.
• 3:03
  George B. Thomas (AI voice clone): An AI sidebar can only show what's actually on the record.
• 3:07
  George B. Thomas (AI voice clone): Our free Data Hygiene Scorecard checks five things: completeness, accuracy, consistency, governance, and automation.
• 3:15
  George B. Thomas (AI voice clone): It takes about five minutes.
• 3:17
  George B. Thomas (AI voice clone): You'll get a fix-first list based on your weakest areas.
• 3:20
  George B. Thomas (AI voice clone): Try it free, on the tools page at Sidekick Strategies dot com.
• 3:27
  Rob (AI host): Alright, my skeptic hat. If my records are thin, what does that column show?
• 3:31
  Dana (AI host): Our August write-up is blunt. Sparse or outdated records produce sparse or less useful cards.
• 3:37
  Dana (AI host): It calls CRM hygiene a visible input to AI email quality.
• 3:41
  Rob (AI host): So the setting you promised in the hook?
• 3:44
  Dana (AI host): It's in your AI settings.
• 3:45
  Dana (AI host): HubSpot's Breeze Assistant page says the CRM record analysis and activity analysis switches have to be on.
• 3:52
  Dana (AI host): Turn them off, and Breeze can do less.
• 3:54
  Rob (AI host): What else has to be true?
• 3:55
  Dana (AI host): An admin turns on Give users access to Breeze Assistant.
• 3:59
  Dana (AI host): And user permissions decide which actions Breeze can take.
• 4:02
  Rob (AI host): And sending from the canvas? Whose inbox does that come from?
• 4:06
  Dana (AI host): HubSpot's email page says to send one-to-one emails you connect your own work email, which takes a Core, Sales Hub, or Service Hub seat.
• 4:13
  Dana (AI host): View-only seats can't connect one.
• 4:16
  Rob (AI host): Any hard limits?
• 4:17
  Dana (AI host): One. Content generation is capped at one hundred requests per account in a rolling one-minute window.
• 4:23
  Rob (AI host): Fine for me. Maybe not for a team of eighty doing it at nine sharp.
• 4:27
  Rob (AI host): And if I'd rather paste the draft into a sequence or another tool?
• 4:30
  Dana (AI host): There's a dropdown beside the Send email button with Copy to clipboard.
• 4:34
  Dana (AI host): Our May write-up mentions pasting into a sequence, too.
• 4:37
  Rob (AI host): Where can I even start one of these?
• 4:39
  Dana (AI host): Our August write-up lists a contact record, the conversations inbox, or an email view.
• 4:43
  Dana (AI host): When you're done, you send it or save it as a template.
• 4:46
  Dana (AI host): Now, our freshness check.
• 4:48
  Dana (AI host): As of October 30, HubSpot's one-to-one email page walks through Edit in canvas, version history, and Send email.
• 4:55
  Dana (AI host): It doesn't mention a Relevant Information column.
• 4:57
  Rob (AI host): So is the column for everyone?
• 4:59
  Dana (AI host): That's what we couldn't confirm. Our write-up says all hubs and tiers as of August 24.
• 5:04
  Dana (AI host): Another HubSpot news site, Another Orange Morning, called it a private beta on August 25.
• 5:09
  Dana (AI host): HubSpot's help pages don't say either way.
• 5:11
  Rob (AI host): So some of us may not see it yet.
• 5:13
  Dana (AI host): Right.
• 5:14
  Dana (AI host): And our May write-up says canvas is for every hub and tier, which matches HubSpot's May post.
• 5:19
  Dana (AI host): It's the column that's unclear.
• 5:21
  Rob (AI host): Okay. My plan as the rep who got burned.
• 5:23
  Rob (AI host): First, check with your admin that the CRM record analysis and activity analysis switches are on.
• 5:29
  Rob (AI host): Then pick five contacts you know well, ask Breeze for an email to each, and compare the cards to what you know.
• 5:35
  Dana (AI host): And when a draft lands, use version history before you start over.
• 5:39
  Dana (AI host): Every update saves a new version.
• 5:41
  Dana (AI host): Breeze Canvas, then.
• 5:42
  Dana (AI host): A panel for the draft, a column for the context, and a beta question we'll keep watching.
• 5:47
  Rob (AI host): Want the sources? Head to Sidekick Strategies dot com and open HubSpot Updates.
• 5:53
  Dana (AI host): Thanks for listening to Sidekick's What Just Shipped.
• 5:55
  Rob (AI host): Close a few tabs this week.
• 5:58
  Narrator (AI voice): Sidekick's What Just Shipped is presented by Sidekick Strategies, with AI hosts Rob and Dana and AI-generated music.
• 6:05
  Narrator (AI voice): We're independent, and not affiliated with HubSpot. Find our research at Sidekick Strategies dot com.