Examples And Recipes

Use these recipes when a user needs a practical workflow across setup, review, permissions, bridge checks, and recovery. Each recipe ends with the user in a state where they can continue safely.

Choose The Right Recipe

Goal	Use
New portal setup	Set up a new portal, then create a first low-risk plan.
Safe execution	Review a draft plan, confirm access, then execute and inspect results.
Bridge-backed work	Use the bridge workflow for 37 supported action types that need browser context.
Access warning	Resolve missing permissions before executing the plan.
Failed execution	Inspect operation results before retrying or revising the plan.

Set Up A New Portal

1. Open Daeda AI from the HubSpot installed app settings.
2. Open Connect Client Portal.
3. Select the data access groups the user needs.
4. Generate the install link and authorize the target portal.
5. Return to Daeda AI and confirm connected portal status.
6. Create a narrow first write plan and review it before execution.

Use this recipe when onboarding a new customer portal or reconnecting a portal after access ownership changes.

Review And Execute A Safe Change

1. Open Write Plans and choose a plan in DRAFT.
2. Confirm the target portal, plan title, description, and operation list.
3. Expand important operations and check affected records or assets.
4. Resolve warnings and missing permissions before execution.
5. Execute only after the final confirmation screen matches the intended change.
6. Review operation results after execution.

Use this recipe for routine CRM changes, marketing asset updates, workflow edits, and reporting changes.

Run A Bridge-Backed Change

1. Confirm the plan includes bridge-backed actions.
2. Open the target HubSpot portal in the browser where the Daeda Bridge extension is installed.
3. Open the extension popup and confirm connection, portal context, and session status.
4. Confirm the connected portal bridge toggle is enabled.
5. Keep the HubSpot tab open until execution finishes.
6. Review both the plan result and the created or updated HubSpot asset.

Use this recipe for lead scores, sequences, CTAs, reports, dashboards, index views, workflow folders, and other bridge-backed areas.

Fix Missing Permissions

1. Open the plan that shows Missing Permissions.
2. Use the visible re-authorization action.
3. Approve the requested HubSpot access if it matches the work the user wants Daeda AI to perform.
4. Return to the plan detail page.
5. Reload or revalidate the plan.
6. Execute only after the missing-permission warning is gone.

Use this recipe when a plan asks for access beyond the current HubSpot authorization.

Prepare Reporting Or CRM View Work

Daeda AI supports 14 reporting and CRM view action types. Before reviewing these plans, confirm the target dashboard, report, saved view, or CRM view is the intended asset.

For create actions, check names, object types, filters, columns, and display choices. For update actions, check the existing asset and the requested changes. For delete actions, check the asset identity before confirming execution.

Update CRM Data Or Schema

Daeda AI supports 20 CRM data and schema action types. Use extra care for records, properties, custom objects, associations, and record views because these changes can affect many HubSpot users.

Review property labels, object types, association directions, record IDs, and merge targets. For schema changes, confirm the change is compatible with existing HubSpot processes before execution.

Recover From A Failed Plan

1. Open the failed plan.
2. Review each operation result, starting with the first failed operation.
3. Check HubSpot for operations that already succeeded.
4. Retry only when repeating completed operations is safe.
5. Ask for a revised plan when the failed operation needs different details.
6. Reject the plan when the proposed change is no longer useful.

Use this recipe when execution fails, partially completes, or leaves the user unsure which changes were applied.

Review Billing And Plan Access

1. Open the Daeda AI installed app settings.
2. Open Billing.
3. Confirm the selected plan, user allowance, and subscription state.
4. Use the billing portal control for payment methods or invoices.
5. Use the HubSpot Marketplace listing as the current pricing reference; Internal Team includes one connected portal, while Consultant and Agency include unlimited connected portals.

Use this recipe when an account owner needs to confirm plan state before adding portals or changing billing details.