At our agency, we live and breathe HubSpot, and we’re always on the lookout for updates that can make life easier for marketers and business owners. The latest? HubSpot’s Breeze Copilot is getting a simple but seriously helpful upgrade: You can now upload PDFs directly into Copilot and ask questions about them in plain language.
Yes, no more digging through 20-page pitch decks or client strategy documents to find that one stat you need for a social ad.
Here’s a quick breakdown of what’s changing and why it matters for your marketing team.
What’s New?
Starting June 25, 2025, anyone in a HubSpot account enrolled in the private beta will see a paperclip icon in their Breeze Copilot chat window. Click it, upload a PDF from your computer, and Copilot will instantly be able to read and reference it. From there, you can ask Copilot questions about the document, and it will respond in plain language, pulling answers directly from the content you uploaded.
Why This Update Matters
Even the most advanced AI assistants (yes, even the ones baked into your CRM) can sometimes give generic or off-base answers when they lack context. That’s where this new PDF upload feature shines.
By letting you feed Copilot a document, whether it’s a campaign plan, pricing sheet, buyer persona guide or annual marketing strategy, you’re giving it instant, relevant context to tailor its responses to your situation.
For agencies like ours, it’s a game-changer for:
- Quickly summarizing complex strategy docs
- Pulling out key messaging from brand guidelines
- Reviewing performance reports or audit summaries without skimming every page
- Drafting campaign recommendations based on client-provided PDFs
How It Works
Once your HubSpot portal is enrolled in this private beta:
- Open Breeze Copilot in your HubSpot account.
- Look for the paperclip icon in the chat input bar.
- Click it to upload a PDF from your local device.
- Start asking Copilot questions about the document — no code, no fancy formatting.
And the best part? It’s available to all Hubs and tiers. Whether you’re on Marketing Starter or an Enterprise-level CRM suite, you’ll be able to use this feature as soon as your portal is part of the beta.
Final Thoughts
This is exactly the kind of iterative update that gets us excited as a HubSpot Platinum Partner agency. It’s thoughtful, practical and built to improve everyday workflows for marketers, sales teams and client managers alike.
If you’re curious about how AI-powered tools like Breeze Copilot (and upcoming updates like this) can fit into your marketing tech stack, let’s chat. We’re always happy to demo the latest features and show you how to get the most out of your HubSpot investment.
