How to Audit HubSpot Workflows in Under 30 Minutes (Full Walkthrough)
Howly - Map & Audit HubSpot Workflows
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How to Audit HubSpot Workflows in Under 30 Minutes (Full Walkthrough)
46 просмотров · 2 мес. назад
Howly - Map & Audit HubSpot Workflows
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46 просмотров · 2 мес. назад
If your HubSpot portal has more than 50 workflows, you can't tell what all of them do. Nobody can. In this video, I walk through a full HubSpot workflow audit using Howly, start to finish, in under 30 minutes: mapping every workflow connection visually, generating a portal health score, running an AI audit, and producing a client-ready report.
This is a real portal review, not a demo script. You'll see exactly how workflows enroll into each other, how to catch broken enrollments and duplicate actions, and what a finished audit report actually contains.
TIMESTAMPS
00:00 Why you can't audit HubSpot workflows manually
00:44 What this video covers
01:20 Who this is for
02:19 Howly's canvas: every workflow as a node, mapped by object type
02:44 Real example: mapping a deal workflow's downstream connections
05:20 Portal health score: broken enrollments, duplicates, stale workflows
06:45 Finding duplicate actions and looping enrollments
08:15 Running an AI audit across the full portal
10:40 Generating the downloadable audit report
11:08 Executive summary: active vs. inactive workflows, critical issues
12:03 Key findings: critical issues, warnings, and info items
12:43 Workflow breakdown by object type (contact, deal, company, ticket)
14:17 Connections map: total connections, isolated workflows, clusters
15:08 Full workflow inventory
17:02 Most-used properties and the Impact Analyzer
21:29 Try it on your own portal (free, no credit card)
WHAT IS A HUBSPOT WORKFLOW AUDIT?
A HubSpot workflow audit is a review of every automation in a portal to identify broken enrollments, duplicate actions, empty or stale workflows, and undocumented dependencies between workflows, so you know what's safe to change, consolidate, or delete.
WHAT YOU'LL SEE IN THIS WALKTHROUGH
How to visualize HubSpot workflow connections that HubSpot's native list view doesn't show
How a workflow health score is calculated (broken enrollments, duplicate actions, empty workflows, stale workflows)
How an AI audit surfaces gaps, issues, and prioritized recommendations across an entire portal
What goes into a finished, downloadable audit report: executive summary, key findings, workflow inventory, and a connections map
Try it on your own portal: https://howly.io
7-day free trial. No credit card required.
Howly is a read-only HubSpot workflow mapping and audit tool. It connects via OAuth, is available on the HubSpot Marketplace, and never writes to or changes anything in your portal.
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