HubSpot + QBR Prep Assembler
CorpusIQ pairs HubSpot with the QBR Prep Assembler skill so a quarterly review stops being a 6-tab assembly job. The skill reads the full HubSpot account history (deals, contacts, notes, support cases logged in HubSpot) through read-only OAuth and returns a cited brief organized into wins, risks, expansion signals, and next-quarter asks. The Solo plan starts at $29.95 per month and the brief runs in ChatGPT, Claude, and Perplexity.
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Example prompt
Assemble the QBR brief for Acme Corp covering the last quarter.
Cross-source questions you can ask
Each prompt below pulls live data from HubSpot and returns a cited answer with source links back to the exact records.
How Qbr Prep Assembler runs across HubSpot
The skill walks through a sequence of concrete sub-questions and reconciles the answers from every connected source.
- 01What were the original goals named with this customer in CRM?
- 02What does GA4 show for actual usage over the period?
- 03What wins, support escalations, and feature requests came up?
- 04What renewal or expansion ask does this QBR support?
- 05What story arc and slide structure fits the customer's reading style?
What CorpusIQ can and cannot do with your HubSpot account
The OAuth connection is read-only. Exact scope is enumerated below so there are no surprises after authorization.
- ✓Contacts, companies, and deals
- ✓Pipeline stages, deal values, and close dates
- ✓Notes, calls, and email activity attached to records
- ✓Properties and custom fields exposed by the HubSpot API
- ✓Lists and segmentation metadata
- ✗Modify, create, move, or delete records in your account
- ✗Retain or cache your data after the query returns
- ✗Train AI models on your content
- ✗Share data with third parties outside the LLM vendor processing the query
- ✗Write back to any connected tool
- ✗Retain query results beyond the answer
Read the full security controls and pricing.
Why use CorpusIQ for this
- ✓Read-only OAuth on every connector. CorpusIQ never writes back.
- ✓24+ connectors supported. Add more sources without changing the skill.
- ✓Works with ChatGPT, Claude, and Perplexity on the same subscription.
- ✓DEKRA CASA Tier 2 certified, hosted on Microsoft Azure.
Frequently asked questions
Yes if you connect more sources. Adding Gmail expands the email history. Adding QuickBooks adds invoice and payment context. The base pair is HubSpot-only because most QBR data already lives there.
Not directly. The skill outputs a structured brief in markdown. Paste into your deck tool of choice. A slide-output mode is on the roadmap.
By reading recent activity patterns: increased login frequency surfaced in HubSpot, new stakeholders added, support cases tagged 'feature request', open deals beyond the renewal. The brief shows the evidence for each signal.
Yes. The skill is structured for any account-history briefing. For prospects, the wins section becomes 'engagement so far' and the next-quarter asks become 'next milestones'.