If you're still manually copying metrics and pasting screenshots from HubSpot into PowerPoint or Google Slides—there’s a better way. Slideform's AI reporting agent automates the “last mile” of reporting.
Slideform is purpose-built to eliminate repetitive reporting work. Whether you're generating client-facing QBRs, internal performance summaries, or sales team updates, Slideform's AI agent can connect directly to your HubSpot account and generate dynamic reports on-demand or on a schedule.
In this post, we’ll break down how the Slideform AI agent works with HubSpot, how it differs from Breeze AI and ChatGPT, and how to set it up in just a few steps.
What is Slideform?
Slideform is an AI-enabled automation platform that links data from databases and dashboards to reports, slides, and documents. You use your own custom report template, and Slideform fills in the data. Automation is especially useful for reports that you create on a recurring basis each month or week.
HubSpot is a powerful CRM and marketing platform, but reporting often becomes a bottleneck—especially for teams managing dozens of clients or sales territories. Turning CRM data into client-ready presentations or executive summaries still requires a lot of manual effort.
HubSpot's dashboards are fine for internal analytics, but the pre-built charts and reports are very difficult to customize. You can apply color palettes to some reports, but you can't change the axis colors or background. Another limitation is that the reports are difficult to export or share.
Slideform's HubSpot AI Agent solves this by automating:
Data collection – pulling the right KPIs and tables directly from HubSpot
Visualization – creating custom charts from HubSpot data
Formatting – inserting updated content into slide and report templates
Delivery – generating reports at scale, even across hundreds of accounts
HubSpot’s AI features like Breeze AI and the new HubSpot Deep Research Connector hint at what’s possible—but a dedicated AI reporting agent goes much further. Slideform is designed especially for reporting, not just chatting or answering questions. It handles templating, scheduling, and formatting while staying tightly integrated with your HubSpot CRM.
With Slideform's HubSpot compatible AI agent, your team can reclaim hours each week, ensure accuracy, and maintain consistency across all reports—without touching a spreadsheet.
Sideform's AI reporting agent acts as a bridge between your HubSpot data and your report templates. Here's what it does under the hood:
Connects to HubSpot: Slideform securely connects to your HubSpot CRM to pull live data. Slideform's scope is limited to read-only access. It can fetch core CRM objects limited to contacts, companies, deals, invoices, products, and their associations, but it doesn't have the ability to edit the data in HubSpot. It does not use the HubSpot MCP server, but instead has a proprietary integration custom-built for HubSpot.
Creates visuals: The Slideform analyst can create new tables, charts, and time-series graphs from your data using a prompt. The visuals can be formatted, colored, and resized to match your brand. Slideform does this by writing and executing a bespoke Python script to process and chart your data for you. Just ask it to create a chart and watch it go to work for you. Once the chart is done, you can embed it into a report.
{{top_deals}} or {{pipeline_total}}. The agent replaces these dynamically with real data, text, charts, or tables.Scales across clients or teams: The same template can be reused with different filters—for example, by sales region, rep, or client—making bulk reporting fast and consistent.
Enables scheduled and on-demand reporting: Generate a deck instantly, or set it to refresh and deliver every Monday morning.
This level of automation goes beyond typical AI chatbots and text summaries. It's closer to having a full-time reporting assistant who never makes a mistake and never misses a deadline.
Slideform's AI agent for HubSpot reporting isn’t just a timesaver—it transforms how teams create, distribute, and scale their reporting operations. To create a new metric or chart, just enter a prompt in natural language. Then, use the Slideform interface to match that element to a placeholder in your slide deck template. Here are a few common use cases:
Weekly Sales Team Review: Deliver scheduled team updates showing KPIs like lead volume, pipeline progression, and deal conversion rates directly from HubSpot.
Count the number of closed won deals
Make a chart of sales over time
Create a table listing closed won deals
Slide template:
Slide output:
Other Use Cases -->
Client QBRs: Automatically generate quarterly business review decks using live HubSpot data, customized for each client’s pipeline, performance, and goals.
Sales Enablement: Create personalized pitch decks based on a prospect’s activity, lifecycle stage, and deal history—without sales reps needing to touch PowerPoint.
Onboarding Packets: Provide clients or internal teams with kickoff reports highlighting account ownership, first touchpoints, and onboarding milestones.
Time savings: Eliminate the hours spent copying data and formatting slides.
Consistency: Standardize reports across clients, teams, or regions with templated output.
Accuracy: Pull live data directly from HubSpot—no risk of outdated screenshots or missed metrics.
Scale: Automate 10 reports or 1,000 without adding headcount.
Brand control: Every report aligns to your company’s style guide, fonts, and color palette.
These improvements are especially impactful for marketing agencies, sales ops teams, or RevOps leaders who are constantly churning out reports—but anyone who uses HubSpot data for communication will benefit.
There are a few ways teams try to solve the HubSpot reporting problem today:
| Method | Drawbacks |
|---|---|
| Manual export | Labor-intensive, prone to errors, hard to scale |
| HubSpot dashboards | Limited visualization options, and not optimized for external sharing or presentation use |
| HubSpot Breeze AI | Useful for automating specific functions within HubSpot. Does not interface with PowerPoint, Google Slides, or external reporting formats |
| Screenshots in slides | Time-consuming, often misaligned with brand guidelines |
| ChatGPT + HubSpot Deep Research Connector | Designed for chat-based inquiries, not reporting. No visualization formatting logic, not scalable |
Tightly integrates with your HubSpot data model
Uses reusable templates for fully branded output
Can be triggered via Slideform app, API, or schedule
Handles chart rendering, text summaries, and layout placement automatically
This approach is purpose-built for teams that need repeatable, structured, and client-ready reports, not just internal dashboards or quick insights.
Setting up Slideform's AI agent for HubSpot reporting is easier than you might expect. Here’s what you need:
Authorize Slideform access via OAuth to allow the agent to read CRM objects (like Deals, Contacts, Pipelines), and custom properties. You control the scope and can revoke access anytime.
Use your existing Google Slides or PowerPoint deck as a starting point. Replace content blocks with placeholders like {{monthly_deals_closed}}.
Define which HubSpot data should populate each placeholder. This might include:
Query, filter and display CRM properties (e.g. deal name, deal stage, amount, create date)
Create new charts and tables with Slideform's AI Agent
Calculate aggregated metrics or calculated fields (e.g. total sales for the past week, number of new leads from a specific channel)
Choose how and when to run the report:
On-demand (via API or UI)
Scheduled (e.g. every Monday at 8am)
Bulk (e.g. generate 100 versions filtered by client or rep)
Slideform uses secure token-based authentication and does not store your report data unless configured to do so. Additional privacy and security information can be found in the Slideform Trust Center.
With Slideform, your team can generate polished, data-driven presentations automatically. Slideform scales with the number of reports you make, and there's no limit to the number of users, data sources, or report templates you can add. You can reuse the PowerPoint or Google Slides decks that you already have, and it's easy to schedule updates and generate new Slides.
With Slideform, HubSpot reporting doesn’t have to be a chore—automate it and focus on growing your success!