Browse Daeda AI Documentation By Task
Use this page to find the right Daeda AI guide for the task you are trying to complete.
Common Tasks
Section titled “Common Tasks”| What you need | Guide |
|---|---|
| Install Daeda AI and complete the first safe workflow | Start Here |
| Review and approve proposed HubSpot changes | Write Plans |
| Check whether a HubSpot action is supported | Supported HubSpot Actions |
| Follow an end-to-end RevOps workflow | Examples And Recipes |
| Resolve a setup or execution problem | Troubleshooting |
| Understand a product term | Glossary |
Start Here
Section titled “Start Here”One first-run path from installing Daeda AI to reviewing a first safe Write Plan.
Open: Start Here
Covers: Before you start, Install or open Daeda AI, Connect a portal, Create or confirm a license key, Create and review a first write plan.
Daeda AI In HubSpot
Section titled “Daeda AI In HubSpot”The installed HubSpot app surface, settings tabs, billing controls, and visible HubSpot features.
Open: Daeda AI In HubSpot
Covers: Billing, Connect Client Portal, License Keys, Write Plans, HubSpot surfaces, Support.
Write Plans
Section titled “Write Plans”The human review step for HubSpot changes before anything is applied.
Open: Write Plans
Covers: Plan states, Review checklist, Execute a draft plan, Reject a draft plan, Operation details.
Portal Sync And Data Access
Section titled “Portal Sync And Data Access”How connected portals share data and show mirror readiness for richer planning.
Open: Portal Sync And Data Access
Covers: Connect a portal, Data access groups, Connected portal status, Database states.
Permissions And Scopes
Section titled “Permissions And Scopes”HubSpot authorization requirements, optional access, and missing-permission recovery.
Open: Permissions And Scopes
Covers: Required at install, Optional app scopes, Scopes used by supported actions, Missing permissions.
Admin Lifecycle
Section titled “Admin Lifecycle”Install, re-authorize, reconnect, change ownership, and remove Daeda AI from a HubSpot portal.
Open: Admin Lifecycle
Covers: Install prerequisites, Re-authorization, Reconnect or change owner, Remove access.
Hosted MCP Tool Workflow — Advanced Reference
Section titled “Hosted MCP Tool Workflow — Advanced Reference”Developer and support reference for the hosted MCP tools used behind the normal Daeda AI experience.
Open: Hosted MCP Tool Workflow — Advanced Reference
Covers: Get a license key, Choose the target portal, Verify the connection, Rotate or revoke access.
Security And Data Handling
Section titled “Security And Data Handling”How HubSpot access, mirrored data, license keys, bridge sessions, and human approval work together.
Open: Security And Data Handling
Covers: Least privilege, Mirrored data, Human approval, Bridge sessions.
Requesting Good Plans
Section titled “Requesting Good Plans”How to ask for HubSpot changes that produce clear, reviewable write plans.
Open: Requesting Good Plans
Covers: Name the portal and goal, Scope the change, Ask for revisions, Review before execution.
Approvals And Governance
Section titled “Approvals And Governance”Team practices for reviewing, executing, rejecting, and auditing HubSpot write plans.
Open: Approvals And Governance
Covers: Approval model, Plan states, Sensitive changes, Operational records.
Limitations And Constraints
Section titled “Limitations And Constraints”What Daeda AI can do, when the bridge is required, and where manual HubSpot review still matters.
Open: Limitations And Constraints
Covers: Supported actions, Bridge requirements, Data readiness, Manual review.
Bridge Installation And Configuration
Section titled “Bridge Installation And Configuration”Install, connect, update, disable, and troubleshoot the Daeda Bridge browser extension.
Open: Bridge Installation And Configuration
Covers: Install the extension, Connect to Daeda AI, Configure portal access, Disable safely.
Error Reference
Section titled “Error Reference”Common user-visible errors and the safest next step for each one.
Open: Error Reference
Covers: Missing permissions, Bridge unavailable, Portal or data not ready, Plan failed.
Billing And Account Management
Section titled “Billing And Account Management”Review Marketplace plans, billing controls, invoices, and subscription ownership.
Open: Billing And Account Management
Covers: Plan state, Connected portals, Billing controls, Ownership changes.
Daeda Bridge Extension
Section titled “Daeda Bridge Extension”The browser extension required for HubSpot actions that need an active admin session.
Open: Daeda Bridge Extension
Covers: When you need it, What the extension shows, Portal toggle, Before executing.
Supported HubSpot Actions
Section titled “Supported HubSpot Actions”82 write-plan action types grouped by the HubSpot work users recognize.
Open: Supported HubSpot Actions
Covers: Activities, CRM Views And Cards, CTAs, Custom Objects And Associations, Forms, Lead Scoring, Lists And Segmentation, Pipelines, Properties And Schema, Records, Reports And Dashboards, Sales Content, Sequences, Workflows.
Examples And Recipes
Section titled “Examples And Recipes”Common workflows that combine setup, review, access, bridge checks, and recovery.
Open: Examples And Recipes
Covers: Set up a new portal, Run a bridge-backed change, Fix missing permissions, Recover from a failed plan.
Troubleshooting
Section titled “Troubleshooting”User-facing fixes for setup, review, bridge, portal, sync, and execution problems.
Open: Troubleshooting
Covers: No write plans yet, Extension status unavailable, Bridge-backed action failed, Mirror or database not ready, Plan execution failed.
Short answers to common questions about approval, portals, permissions, bridge use, and recovery.
Open: FAQ
Covers: Approval and execution, Portals and access, Bridge and browser sessions, Recovery.
Glossary
Section titled “Glossary”Plain-language definitions for the terms users see across Daeda AI and MCP Pro.
Open: Glossary
Covers: Product terms, Access terms, Status terms.