How do I create my first useful rule in HubCoach?

1. 1
   Open Rules, choose your HubSpot portal and select New rule → Guided.
2. 2
   Choose Deals. Find the Next step property in the real field list and select is empty.
3. 3
   Use a short title such as “Agree on the next step”. Explain the action, owner and date you expect.
4. 4
   Choose who should see the rule, test it on a deal you can access and review its evidence.
5. 5
   Save a draft to keep working or publish it. Open the same deal in HubSpot to see the notice.

HubCoach · Deal record

• Example

  An empty Next step produces a reminder. Once a valid next step is saved in HubSpot, the next evaluation no longer matches.

The title says what to do and the message explains why it matters. Compare two versions of the same notice:

• Good

  Agree on the next step. Write the action, who does it and by when, so someone else can continue the deal.

• Could be better

  Required field. Fill in the next step.