What are LinePilot tools?
LinePilot tools are suite of extra tools that make it easy to build even more complex workflows using HubSpot line items.
Tools run independently of LinePilot templates via workflows, buttons in deal sidebars and even through Breeze AI Agents.
Tools are included on all pricing plans - each time a tool is run, it counts towards the "Total runs" used each month.
How to get started copying line items
The copy line item tool requires the following information:
- Which deal to copy the line items from
- Which deal to copy the line items to
How you input this data depends on how you are triggering the tool. If you are triggering the tool from workflows, you'll also have the option to filter the line items, this means only copying some of the items, depending on the conditions you set.
When triggered, all the line items will be copied and the deal total will be updated.
Running from a workflow
The copy line items action is available on deal-based workflows. When editing a deal-based workflow, click the + button to open the actions screen. If you've already installed LinePilot, you should see a list of the available actions:
Once you select "Copy line items" you will see the configuration options as shown in the screenshot below.
You can choose to copy the line items from the deal that's currently enrolled in the HubSpot workflow, or to the deal that's currently enrolled in the workflow. You'll need to enter in the Deal ID or Record ID for the applicable deal. You can either type the number, or populate it from a deal property.
Next you can choose what method to use to calculate the deal total, and even add a filter to only copy some line items. This filters based on the properties of the line item being copied. At the moment we only support an exact match. If you're filtering using drop-down options, make sure you use the value here, not the label.
Running from Breeze Agents
LinePilot is one of the first apps to integrate with HubSpot's AI tools in Breeze Agents. You can ask your agent to copy line items between deals, and it will use LinePilot to complete the action. This works best on Breeze Agents that work with Deals.
To get started - you need to set up a Breeze Agent - and click the "Configure" button to customise the agent.
You'll need to do two things to add LinePilot to your Agent.
- First, click "Add Tool" - this will allow you to browse all the tools from apps you have installed - just select "Copy line items" from the list
- Secondly, you should "Add extra instructions" - here you can prompt the agent when to use the copy line items tool, and what deals you'd like to copy. You can use natural language here, such as "Copy line items to this deal from the deal named My Demo Deal"
Here are some tips to get you started:
- The agent needs to be able to find the deals you're referring to easily, so be specific. If you don't have the deal IDs, be clear about the name and the agent should look it up
- The agent should recognise the command "Copy line items" - but if not you can refer directly to LinePilot, e.g. "Use LinePilot to copy line items"
- By default, the agent will ask for confirmation each time it runs, but you can turn this off by clicking the tool