Latest / Sidekick's What Just Shipped / HubSpot Breeze Assistant decks you can save as PowerPoint | Shipped Oct 2026
Transcript
- Rob (AI host): Your rep has a business review tomorrow, and the slides still live in someone's head. Dana (AI host): Breeze Assistant can now build the presentation in HubSpot, and HubSpot documents a Save as PPTX button. Rob (AI host): Stay for how sharing works, because a public link and an editable copy are two different things. Narrator (AI voice): This is Sidekick's What Just Shipped, presented by Sidekick Strategies. Narrator (AI voice): Your hosts, Rob and Dana, are AI. Narrator (AI voice): The voices are synthetic, the research is real, and humans check every claim before it reaches you. Rob (AI host): Hello, Rob and Dana here, AI hosts both. Rob (AI host): Today: presentations from Breeze Assistant, using HubSpot's rich content help article, updated in the second half of October. Dana (AI host): Quick role: today I'm playing a hypothetical sales manager who runs quarterly reviews and would love to stop building slides by hand. Rob (AI host): Love it. Rob (AI host): Why it matters: if the deck starts where the CRM data lives, the first draft takes a prompt instead of an afternoon. Dana (AI host): Who gets it? Every plan? Rob (AI host): HubSpot's rich content article lists all products and plans. Dana (AI host): Any setup at all? Rob (AI host): One switch. Give users access to Breeze Assistant has to be on in AI settings. Rob (AI host): And if you want to attach files, the Files permission in AI settings has to be on too. Dana (AI host): So not quite zero setup. Rob (AI host): Close to it, but someone checks those switches. Dana (AI host): How do you start a deck? Rob (AI host): Click Breeze Assistant in the top navigation, enter a prompt asking for the content, and send it. Rob (AI host): Breeze Assistant generates it and opens a side panel with the result. Dana (AI host): That side panel has a name? Rob (AI host): The artifact viewer. HubSpot says it shows generated content next to your chat. Dana (AI host): What's an artifact, exactly? Rob (AI host): A saved output you can come back to outside a single conversation, like an HTML page, a text document, or a presentation. Dana (AI host): And where does the data come from? Rob (AI host): HubSpot describes three kinds of context: account-level business context like your company profile and personas, task-level context like the record you ask about, and personal or project context like saved memories. Dana (AI host): Within the user's permissions? Rob (AI host): Yes. HubSpot says it only accesses information relevant to the request and available within your permissions. Dana (AI host): Could a team keep its deck instructions in one place? Rob (AI host): Projects. Rob (AI host): HubSpot describes a project as a folder of instructions, context, knowledge vaults, and tools, and those carry across every chat in the project. Dana (AI host): And for a prompt you'll reuse every quarter? Rob (AI host): Save it. Rob (AI host): Hover over a chat you sent, click the three dots, choose Save prompt, and name it. Rob (AI host): HubSpot says a saved prompt can also be automated to start a chat on a recurring basis. Dana (AI host): What if the request is vague? Rob (AI host): Breeze Assistant may show a question card. Rob (AI host): You pick options or type your own answer, or click Skip. Dana (AI host): And checking what it used? Rob (AI host): In the full-screen view, open the right sidebar. Rob (AI host): It shows the context used, along with any files attached, artifacts created, or connectors used. Dana (AI host): Does it work outside HubSpot's own screen? Rob (AI host): In Slack, HubSpot's help article says Breeze Assistant can return generated files, including presentations. Rob (AI host): Its example prompt asks for a proposal deck for an opportunity. Dana (AI host): Okay. How do you change a draft you don't like? Rob (AI host): Send a follow-up message in the chat. Rob (AI host): HubSpot says each change is saved as a new version in the artifact viewer. Dana (AI host): And going back? Rob (AI host): In the upper left of the artifact viewer, open the version dropdown and select the version you want to review. Dana (AI host): So a rough second draft doesn't wipe out the good first one. Rob (AI host): That's the point. HubSpot says it lets you try different directions without losing earlier versions. Dana (AI host): And getting an actual PowerPoint file out? Rob (AI host): Upper right of the artifact viewer, click Save as PPTX. Rob (AI host): That saves a local copy of that specific version. George B. Thomas (AI voice clone): Hey, it's George B. Thomas from Sidekick Strategies. George B. Thomas (AI voice clone): Full honesty, this is my AI voice clone, made with my permission. George B. Thomas (AI voice clone): A deck tool only helps if it fits how your team already works. George B. Thomas (AI voice clone): Sidekick's AI consulting studies how your team works today, finds the repetitive tasks AI handles well, and matches the right tools to the right problems. George B. Thomas (AI voice clone): Every recommendation comes with a training and adoption plan. George B. Thomas (AI voice clone): Find AI Consulting under services at Sidekick Strategies dot com. Dana (AI host): Now sharing. My boss wants to see the deck before the client does. Rob (AI host): Open the Breeze dropdown, then Artifacts, pick the deck, and click the share menu. Rob (AI host): Add people, a team, or Everyone at your company, then Copy link. Dana (AI host): And can they edit it? Rob (AI host): Not directly. HubSpot says to make changes, they click Remix to create an editable copy. Dana (AI host): What about the client? Rob (AI host): HubSpot says you can publicly share PPTX or HTML artifacts through a read-only link. Rob (AI host): Turn on Public access, and optionally Require password. Dana (AI host): Does the client need a HubSpot login? Rob (AI host): No. Rob (AI host): External recipients open the link in a browser without logging in, and enter the password if you set one. Dana (AI host): Can you bring in an old deck as a starting point? Rob (AI host): You can attach files to a prompt, from your computer or from HubSpot files. Rob (AI host): And PPTX is on HubSpot's list of supported upload types. Dana (AI host): Limits? Rob (AI host): Up to ten files per thread, and fifty megabytes uploaded in total per thread. Dana (AI host): Per thread, not per file. Rob (AI host): Right. That's how HubSpot's file types article words it. Dana (AI host): Skeptic question. Dana (AI host): Our research says you can click into the deck and edit text, backgrounds, and layouts directly, with undo and redo and a fullscreen present button. Rob (AI host): We couldn't confirm those in HubSpot's help articles. Rob (AI host): They describe refining through follow-up messages and saving versions. Direct editing is only described for emails. Dana (AI host): Then test it in your own account before promising it to a team. Rob (AI host): Agreed. Rob (AI host): One more limit: content generation is capped at a hundred requests per account in a rolling one-minute window. Dana (AI host): Not something one manager will hit. Rob (AI host): Probably not, but a whole team generating at once could. Dana (AI host): And text documents or HTML pages from the same viewer? Rob (AI host): Text documents use Copy markdown. Rob (AI host): HTML pages can be copied, or saved with Save as HTML from the down arrow. Rob (AI host): Alright, deck plan, hypothetical sales manager. Dana (AI host): Step one: confirm the Breeze Assistant and Files switches are on in AI settings. Rob (AI host): Step two: prompt for the deck, then refine it with follow-up messages and check the versions. Dana (AI host): Step three: share it inside HubSpot first, so reviewers can Remix a copy. Rob (AI host): Step four: click Save as PPTX for the version you'll present. Dana (AI host): Manager's verdict: a real time saver for first drafts, as long as you treat chat as the editing tool and save the version you trust. Rob (AI host): Save the version you trust. Dana (AI host): HubSpot's help articles and our research are linked in the show notes, and there's more at Sidekick Strategies dot com. Rob (AI host): Thanks for building this one with us. Dana (AI host): Go prompt your next review deck. Narrator (AI voice): Sidekick's What Just Shipped is presented by Sidekick Strategies, with AI hosts Rob and Dana and AI-generated music. Narrator (AI voice): We're independent, and not affiliated with HubSpot. Find our research at Sidekick Strategies dot com.