Breeze works best when you give it a direct task, clear context, an explicit output format, and a defined search focus such as the exact apps, records, files, URLs, or date range to use. Breeze can use CRM, customer conversation, and files data when those AI data sources are enabled; it can also use connected apps, attach PDFs, prepare for meetings when calendar is connected, summarize records and reports, and help add or edit workflow actions.
For banking services, Breeze is especially useful for relationship intelligence, pipeline analysis, deal and service trend analysis, meeting prep, diligence knowledge mining, internal summary generation, and workflow design inside the CRM. That makes it a good fit for commercial banking and investment banking teams managing complex relationships, multi-stakeholder deals, diligence processes, and service coordination. It is less useful for asking for credit decisions, underwriting judgments, valuation opinions, fairness opinions, legal conclusions, or other regulated advice that should stay with your bankers, credit teams, counsel, and compliance functions.
Use your portal’s exact pipeline names, stages, record types, property names, lists, and segment labels in the brackets below. That will usually improve output quality and make the output more actionable.
10 Breeze-optimized prompts for Banking Services
1) Commercial banking relationship prep brief
Best for relationship managers preparing for an upcoming client meeting using CRM activity history.
Prepare me for my meeting with [CONTACT NAME] at [COMPANY NAME]. Use the contact, company, associated deals, notes, emails, calls, meetings, tickets, and the last 12 months of activity in HubSpot. Give me: 1. a 1-paragraph relationship summary, 2. the company’s likely priorities based on recent interactions, 3. open service issues or unresolved requests, 4. current borrowing, treasury, or financing opportunities suggested by CRM activity, 5. 5 smart questions I should ask in the meeting, 6. a concise follow-up email draft I can send after the meeting. Write this for a commercial banker preparing for a high-value business relationship conversation. Keep it concise and professional.
2) Commercial client relationship risk scan
Useful for commercial banking teams looking for relationship drift, service friction, or missed follow-up.
Review our [COMMERCIAL BANKING / MIDDLE MARKET / CORPORATE BANKING] contacts and companies. Identify the top 20 relationships that appear at risk based on: - no recent meeting or call activity in the last [90/120] days, - open tickets or unresolved service issues, - overdue tasks, - missing next steps on associated opportunities, - notes indicating frustration, delay, attrition risk, or competitive pressure. For each relationship, provide: - why it appears at risk, - latest meaningful interaction, - recommended next best action, - a short outreach draft for the relationship owner. Output as a prioritized list from highest to lowest risk.
3) Loan and treasury cross-sell opportunity scan
Good for commercial banking teams trying to expand wallet share across credit, treasury, deposits, and payments.
Review existing customers and active relationships tied to [PRODUCT OR SERVICE A] but not [PRODUCT OR SERVICE B]. Use CRM history, associated deals, notes, meetings, tickets, and engagement activity to identify the top 15 cross-sell candidates. For each candidate, provide: - why they are a fit, - which signals support the recommendation, - likely angle for the conversation, - any service or relationship risks to address first, - a personalized outreach draft for the banker. Focus on relationship and sales signals in the CRM. Do not make credit decisions or underwriting recommendations.
4) Stalled commercial deal review
Strong fit for bankers managing longer sales cycles with multiple stakeholders and product specialists.
Analyze open deals in pipeline [PIPELINE NAME] with expected close dates in [QUARTER OR DATE RANGE]. Flag which deals are most likely to slip based on: - stage duration, - last activity date, - missing next step, - missing stakeholder coverage, - overdue tasks, - stalled email or meeting activity, - notes that suggest timing, pricing, credit, or documentation risk. For each at-risk deal, show: - current stage, - why it is at risk, - what information is missing, - the best next move, - a suggested owner action for this week. Start with an executive summary, then provide the deal-by-deal breakdown.
5) Closed-lost commercial banking pattern analysis
Useful for identifying why deals are being lost and what sales or enablement gaps may exist.
Review all closed-lost deals in pipeline [PIPELINE NAME] from the last [6/12] months. Group the losses by: - company segment, - product type, - objection themes, - competitor mentions, - stage where the deal was lost, - common missing content, follow-up, or stakeholder engagement. Then tell me: 1. the top 5 loss patterns, 2. what we should change in our sales process, 3. what content or enablement assets we appear to be missing, 4. 3 actions we should take this quarter to improve win rate. Write this for a commercial banking sales or market leader.
6) Investment banking deal team prep brief
Best for preparing senior bankers and deal teams for management meetings, pitch meetings, or transaction updates.
Prepare a deal team briefing for [COMPANY NAME] and the opportunity [DEAL NAME OR TRANSACTION NAME]. Use the company, associated contacts, notes, emails, meetings, calls, files, and all associated deals in HubSpot from the last [TIMEFRAME]. Provide: 1. a concise relationship and transaction summary, 2. key stakeholders and their likely interests, 3. open diligence or execution issues mentioned in notes, emails, or meetings, 4. risks that could slow execution, 5. 5 smart questions for the next management or internal meeting, 6. a concise internal follow-up summary I can send to the deal team. Write this for an investment banking team coordinating a live or active mandate.
7) Diligence and Q&A knowledge mining prompt
Useful for capital markets and M&A teams pulling together prior answers, diligence themes, and source materials.
Search HubSpot plus [APP NAME 1], [APP NAME 2], and the files related to [COMPANY / TRANSACTION / MANDATE NAME]. Use documents, notes, emails, call summaries, attached PDFs, and meeting records from the last [TIMEFRAME]. Create a diligence prep brief that includes: - a summary of how we have described this company, transaction, or process, - commonly reused positioning points or materials, - recurring diligence or Q&A topics that have come up before, - missing data, statements, or materials that may require legal, compliance, or banker review, - source documents I should open next. Output as: 1. executive summary, 2. bullet list of likely reusable answers or talking points, 3. open questions, 4. source list.
8) Buyer and seller outreach prioritization for active mandates
Good for investment banking teams managing outreach across a broad universe of buyers, investors, or strategic targets.
Review our active contacts and companies associated with [MANDATE OR TRANSACTION NAME]. Use CRM history, notes, meetings, calls, emails, associated deals, and engagement activity to identify: - the top 15 highest-priority outreach targets, - which targets appear warm, - which targets may require re-engagement, - which targets appear stalled. For each target, provide: - priority level, - evidence supporting that priority, - likely angle for outreach, - recommended next step, - a short customized outreach draft. Keep this practical for an investment banking team coordinating a live process.
9) CRM-derived ideal client profile for commercial or investment banking
Helpful when a banking team wants to refine target accounts using actual closed-won and active relationship patterns.
Analyze our closed-won deals and strongest customer relationships from the last [12/24] months for [BANKING PRODUCT / SECTOR / TRANSACTION TYPE]. Create an ideal client profile for future opportunities in this category using: - company types, - revenue or size bands if available, - geography, - contact titles, - engagement patterns, - sales cycle signals, - common pain points from notes and calls, - objections that were successfully overcome. Then provide: 1. the ICP summary, 2. buying committee roles we should target, 3. top messaging angles, 4. early warning signs of poor-fit prospects, 5. the top 20 current open deals or companies that most closely match this ICP.
10) Workflow builder for stalled opportunities or service escalations
Strong operational use case for commercial banking and client service workflows.
Build a workflow for [PIPELINE NAME OR TICKET PIPELINE NAME]. Goal: identify records that are stalled or at risk and trigger the right follow-up. Criteria: - deal has been in [STAGE NAME] more than [X] days with no next step, OR - no activity in [Y] days, OR - ticket priority is [HIGH] and no owner response in [Z] hours, OR - service issue is open for [X] days on a relationship tagged [SEGMENT OR CLIENT TYPE]. Create a workflow with: - enrollment triggers, - if/then branches, - internal notification, - owner task creation, - internal note summarizing likely risk, - optional customer or prospect follow-up draft, - exit criteria, - suppression logic to avoid duplicates. Show the workflow in a clear step-by-step structure.
Two practical notes
What to avoid in this industry
Because HubSpot advises against putting sensitive information into AI prompts, avoid pasting account numbers, personally identifiable financial details, nonpublic transaction details, underwriting memos, confidential diligence materials, or regulated customer data directly into Breeze prompts. If your account uses Sensitive Data, some tools and AI-related behaviors can also be restricted depending on the data and tool involved.
How to get the most out of Breeze Assistant
For the best results, name the exact pipeline, stage, list, date range, product line, and segment in the prompt, and explicitly tell Breeze what output shape you want. If you want it to search outside HubSpot, select the right connected apps or add specific URLs and files. If you want workflow help, ask for the logic step by step so Breeze can suggest or build the workflow structure more cleanly.
