Changelog

Previous state: All users were able to edit all records via process boards, even if they didn’t own them.

Improved state: Admin + Owner roles can edit all records, even if they’re not the owner, while user roles can only edit their own records via process boards.

• User roles: They must be an owner on the provider record, and the Supered user must be mapped to their provider user via connections settings.

• Custom roles: Permissions can be selected for custom roles to edit only their own records or edit all records via process boards.

• Permissions: Added to allow for customization of edit abilities for custom roles.

  • How to: Settings → Permission Sets → Processes

You now have the ability to leverage AI to aggregate records across all boards and launch the run queue experience via Sidekick extension.

Benefit: Describe a goal (i.e. “build a queue of all my deal records) and go from request → curated queue → active working session in just a couple of clicks, whether they’re using an external AI tool or the built-in Supered Assistant.

Claude (MCP):

• Connect: Connected users can build a desired queue of records across all boards with the AI agent.

• Launch to run: Once built, the AI agent returns a Launch URL that jumps straight into a working queue.

In-App Supered Assistant:

• In-app experience: Same capability as Claude, but built directly in the app.

• Run button: Describe what you want, the assistant compiles a matching queue, and then provides a “Run” button to launch straight into the experience.

Need help connecting to the Supered MCP Server? Click here!

Package Builder now supports “AI agent (Beta)” as a HubSpot resource type.

Benefit:

Package and deploy AI agents across client portals with one click! Build a fleet of agents once and replicate them instantly, instead of rebuilding each agent manually per portal.

How to: Add AI Agent (Beta) to package

• Partner → Partner Packages → Create Package

• Input Name and any other details you’d like

• Click Build Package

• Click HubSpot Resources

• Select source portal

• Add HubSpot Resource → AI Agent (Beta)

• Click Add → Click Add Dependencies

  • Resource warning: Agent Hub (Beta) must be enabled in the target HubSpot account before installing, or the agent cannot be created.

  • Follow instructions below to enable AI Agent in HubSpot

• Go back to package, click Publish Package Draft

How to: Enable AI agent in HubSpot

• Go to HubSpot → Click Settings → Scroll down and click AI

• Ensure AI is turned on: Give users access to generative AI tools and features

• Once on, go to Agent Hub (Click Agents on lefthand side bar → Click Agent Hub)

• Click Join the beta → Agree to terms → Click Join beta

• Click Step 1: Start Install → Click Open Installer

• Select the portal to install into → Click Install Resources

What gets copied on install:

• Agent instructions

• Monthly run limits

• Agent goals

• Actions, knowledge, and inputs

You can now setup a specific HubSpot segment to sync with Supered process rules.

Benefits:

• Prioritize: Set up dedicated syncs for key segments (i.e. “open deals”) so priority records refresh hourly, independent of the default syncs.

• Sync on demand: Create a sync as needed, and click Sync Now for immediate action, giving you confidence that syncing is complete and your data is up to date.

How to:

• Settings → Processes → Sync Configurations

• Click + Setup Sync

• Name the sync → Select a Provider → Select a Primary Object → Select the Segment

• Click Save

Syncing times:

• Configured segments: Your new sync configurations will sync every hour.

• Automatically: Normal data syncs will automatically sync on the following schedule:

  • Daily (4AM UTC): 1,000 most recently updated records per object type

  • Hourly: 3,000 records active on process boards

• Manual: Need to make a change or sync immediately, click the Sync Now button.

We have updated the record floating panel (referred to as PiP, picture-in-picture, in the video) to work with the process queue function.

Benefit: This gives reps persistent, always-in-sync view of their queue without needing the sidebar open.

Process Highlights:

• What it is: When process queue is active, the floating panel will automatically switch from “Record Highlights” to “Process Highlights”.

• Visual cue: The floating panel now shows a border in your theme’s primary color (if applicable, pink by default) so it’s immediately clear that you’re in process queue mode.

• Mirrored content: Process highlights show the exact same queue that lives in the sidebar, just in a floating panel you can drag, collapse, and reopen as needed. Use one or both, they’re fully synced.

Floating panel buttons:

• Stop: Stop a process queue directly from the floating panel using the stop button.

• Pop out: Use the external pop out button to open the extension and view your process highlights in the sidebar.

• Down: Click the down arrow to minimize the floating panel.

We have improved the reliability and performance when launching process boards into the extension.

Composite board: When launching or running a composite board, all relevant records are compiled into a single queue.

• Benefits

  • Duplication: This reduces any potential duplication of records across multiple boards within that composite board.

    • The board is indicated by the clickable board tag underneath the record primary field.

  • Simplification: Greatly simplifies the flow as users no longer need to navigate between boards as well as in between records.

• Resume run: Reopening the extension on an existing run should pick up at the exact record the user was previously looking at in the queue.

Detailed record preview UI: The current record’s preview now pulls in configured fields from the boards it belongs to, giving users easier context when reviewing record data.

Users can now ask Claude or Supered Assistant to:

• Attach guides or cards to tasks within an action plan

• Attach cards to process rules

Example questions to ask:

• Action Plans

  • “Can you link the onboarding guide to the ‘Review Contract’ task in our New Client Plan?”

  • “Attach the ‘Product Overview’ card to the first task in our Sales Enablement plan.”

  • “Which tasks in our onboarding plan don’t have a card or guide linked yet?”

• Process Rules

  • “Can you attach our ‘How to fix missing close date’ card to the Missing Close Date rule?”

  • “Link the Deal Hygiene guide to all of our error-type deal rules.”

  • “What guides do we have that could be linked to our HubSpot deal rules?”

Suggested information to include in the request:

• Name of the rule

• Name of the task

• Name of the action plan

• Name of the guide

• Name of the card

We recently updated the flow of creating rulesets and added clarity around entry and exit criteria being an optional add.

Previous state: It was not clear that entry and exit criteria for rulesets was optional to add. This may have caused confusion around sorting and organizing rules.

Improved state:

• Flow: We adjusted the flow of creating a ruleset (Set-up Name/Object Type → Choose Rules → Choose Entry/Exit Criteria) so it’s more intuitive that you can bucket a set of rules together within a ruleset.

• Optional: We also added ‘(optional)’ next to the entry and exit criteria so you know without a doubt that it’s optional to include. Typically we would recommend adding entry and exit criteria; however, there are some cases where you simply want to bucket a set of rules together for cleaner organization.

Additional resources:

• Process Rulesets & Rules Training Bundle

• Process Rulesets & Rules 101