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