Cogny Cloud · HubSpot

Your Monday pipeline memo, written before standup.

Cogny reads HubSpot through the MCP, finds the deals that need attention, and creates a ticket for each one. You approve in tickets — Cogny delivers the standup memo and routes each AE their tickets via email digest.

❯ book a Cloud demo see how it replaces the manual flow →

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cogny --replaces

FLOW

Same outcome. Two very different processes.

How you do it today

Open HubSpot. Filter Deals by stage and last-7-days.
Export to CSV.
Read it line by line.
Spot stale deals. Paste into a doc.
Write the standup memo.
Forward action items to each AE one by one.

How Cogny Cloud does it

Cogny connects to HubSpot via MCP — one-time setup.
Pulls deal + activity reports on a schedule.
Finds insights: stale deals, stage drop-offs, owners falling behind.
Creates a ticket for each proposed action.
You approve or reject each ticket.
Cogny delivers the standup memo and routes each AE their tickets via email digest.
Tracks which tickets led to closed deals — sharpens the next week.

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cogny --tickets

read-only

Cogny creates tickets. Execution flows to your team or Cogny Code. Each insight becomes one ticket — here are the kinds Cogny creates from HubSpot:

Stale-deal ticketWhen a deal sits untouched past your sales-cycle norm — proposes the AE follow-up.

Stage drop-off ticketWhen a stage's conversion rate falls vs your rolling baseline — proposes a check-in with the owner.

Pipeline-coverage ticketWhen forward-quarter coverage drops below your target ratio — proposes the campaigns to pull on.

ExecutionHubSpot is read-only via MCP. Approved tickets become an email-digest checklist routed to each AE. Site or code changes flow through Cogny Code as PRs to your repo.

LearnsEvery approval and rejection tunes Cogny — your stale-deal threshold, your standup format, the signals your VP Sales actually cares about. Tickets that don't lead to closed deals fall off; the ones that do become the new default.

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cogny --reads

DATA

The reports Cogny pulls on schedule for HubSpot insights

HubSpot CRMDeals, Activities, Owners

Ad platformsGoogle + Meta + LinkedIn — spend signals

GA4Site usage

Cogny memoryOrg context across weeks

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cogny --book

DEMO

Tell us your use case. Then book a 15-min Cloud demo.

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cogny --faq

ASK

The questions we usually get on the demo call

Does Cogny replace HubSpot?

No. Cogny connects to HubSpot and adds an AI analyst on top — you keep using HubSpot for everything you do today.

Does Cogny make changes automatically?

No — Cogny creates a ticket for every proposed action, you approve in tickets, then it becomes an email-digest checklist your team executes. HubSpot is read-only via the MCP. Site or code changes can be shipped automatically through Cogny Code (PRs against your GitHub).

Does Cogny write copy or creative?

No. Cogny does not write ad copy, email bodies, post content, image creative or rewrite existing copy. Cogny’s execution is limited to structural changes — segments, tags, metadata, internal links, redirects, scheduling assets you’ve already drafted, status changes (pause/resume/archive), and code-level PRs via Cogny Code.

Does Cogny actually get smarter over time?

Yes. Every approval and rejection is a signal. Cogny tracks the outcome of each executed ticket (did the deal close, did the ranking recover, did the segment lift revenue) and tunes its proposals to your business — so noisy or irrelevant tickets fall off and the high-signal ones become the default.

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