Changelog

Admins can now configure automated email and Slack notifications for process boards.

How to:

1. Click the gear icon next to the board title to edit the settings of the board.

2. Select the Notifications tab.

3. Check the Enabled box and select your preferences.

   • Daily or Weekly

     • Weekly: Shows previous 2 weeks

     • Daily: Shows previous 2 days

     • Streak Exempt Days: The org-wide streak exempt days that are selected in the ‘Processes general settings’ will be accounted for.

   • People or Groups

   • Slack channels

   • External emails

   • Email all board members

     • Note: Only available with a ‘manual only’ board.

4. Click Save.

Notifications:

• Include:

  • Board performance summary

  • Current vs. previous period stats

  • Per-board breakdowns

Admin’s can now restrict members on a process board so that they can only see their own stats and records, instead of the entire team’s.

How to enable:

1. Edit the Process Board Settings by clicking the gear icon that is next to the process board name at the top of any process board.

2. Click into the Members tab.

3. Toggle switch on for Restrict members to their own records.

4. Click Save.

Default: Everyone can see everyone’s records and stats.

Managers & Admins: They have bypass access and will continue to see everyone’s data.

Previous state: Groups behaved as a flat list with no relationship to one another. Each group’s membership, member count, and content/ACL assignments were isolated. There was no way to organize related groups together and have various settings applied to all.

Improved state: Groups can now be organized into hierarchies with parent groups and subgroups.

• Nested subgroups: Groups can be nested under a parent group.

• Membership flows upward: Members of a subgroup automatically count as members of every group above it in the hierarchy. Anything assigned or excluded at the parent level (content, announcements, page triggers, rules, etc.) will now apply to that group’s entire subtree.

• Clearer member counts: Group totals now include subgroup members with a breakdown of who is a direct member, who is inherited from a subgroup, and who belongs to both.

• Filters include subtrees: Filtering by a group on process boards, analytics dashboards, and leaderboards now include everyone in it’s subgroup.

How to update:

• Settings → Team Groups

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.