HubSpot Claude-first rep page

Builds a prompt-first home page from HubSpot for a rep who works through Claude instead of the HubSpot screens — today's meetings with briefs, waiting email and deals, where every card and every “log it” button is a prompt to copy into Claude. Use when a rep won't learn new software but uses Claude, or to recreate the Claude-first rep page from the HubSpot demo.

Run it as a prompt

Paste this into any AI agent, or fetch it: curl -s https://uplift.page/api/v1/prompts/hubspot-claude-first-rep-page/raw

prompt.md

# HubSpot Claude-first rep page

Build a home page for a rep who does their HubSpot work by talking to Claude. Prompts come first; every button copies a prompt. Data comes only from HubSpot through the HubSpot connector.

## When to use

- A rep uses Claude daily but rarely opens HubSpot
- Recreating the prompt-first rep page with meeting prep from the HubSpot demo

## Steps

1. Find me as a HubSpot owner; use today's date in my time zone.
2. Pull my meetings today and the next five business days (company, contacts, deal), client emails where the client wrote last, open deals with stage, amount and last activity, and tasks due.
3. Top of the page, "Ask Claude": prompt groups for Start my day, Follow up, Prep for a meeting, Log it, and Who to write to. Fill every prompt with today's real names, companies, deals and dates.
4. Then "Your day": each meeting, email and deal as a card with Copy for Claude and Open in HubSpot. A meeting card opens a short brief (top line, who's in the room, deal and last email, what to ask) in a pop-up.
5. Log, note, task and outcome buttons copy a prompt that tells Claude to show the exact entry and save it to HubSpot on the right contact and deal only after I say yes.
6. Save one self-contained HTML file: inline CSS and JS, no outside requests, readable on a phone, with "As of" and the source on every card.

## Rules

- The page is read only. Writes happen only from a copied prompt, and only after the rep confirms the exact entry.
- Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
- Quote people exactly and briefly. Plain words, one line per item, no filler.

Install it as a skill

Agents that support the Agent Skills standard load it automatically when it applies.

download

curl -fsSL https://uplift.page/p/hubspot-claude-first-rep-page/SKILL.md --create-dirs -o .agents/skills/hubspot-claude-first-rep-page/SKILL.md

or from any MCP client

MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "hubspot-claude-first-rep-page"}

The full skill

Build a home page for a rep who does their HubSpot work by talking to Claude. Prompts come first; every button copies a prompt. Data comes only from HubSpot through the HubSpot connector.

When to use

A rep uses Claude daily but rarely opens HubSpot
Recreating the prompt-first rep page with meeting prep from the HubSpot demo

Steps

Find me as a HubSpot owner; use today's date in my time zone.
Pull my meetings today and the next five business days (company, contacts, deal), client emails where the client wrote last, open deals with stage, amount and last activity, and tasks due.
Top of the page, "Ask Claude": prompt groups for Start my day, Follow up, Prep for a meeting, Log it, and Who to write to. Fill every prompt with today's real names, companies, deals and dates.
Then "Your day": each meeting, email and deal as a card with Copy for Claude and Open in HubSpot. A meeting card opens a short brief (top line, who's in the room, deal and last email, what to ask) in a pop-up.
Log, note, task and outcome buttons copy a prompt that tells Claude to show the exact entry and save it to HubSpot on the right contact and deal only after I say yes.
Save one self-contained HTML file: inline CSS and JS, no outside requests, readable on a phone, with "As of" and the source on every card.

Rules

The page is read only. Writes happen only from a copied prompt, and only after the rep confirms the exact entry.
Use only what HubSpot holds. If a card has no data, leave it out; never guess a name, amount, date or quote.
Quote people exactly and briefly. Plain words, one line per item, no filler.

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