AI Data Audit - Manual

AI Data Audit

Steps to run your analysis

Here is Step by Step guide to run your AI readiness analysis and find out if your CRM is ready to implement AI.

1

Connect your HubSpot account

Authorize with a single click—no passwords, no hassle
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2

Run the instant data review

After you connection is complete. Evaluate Contacts, Companies, Deals, Tickets, Products and Custom objects, all the key properties against AI‑readiness best practices.

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3

Review your object counts

Scroll down and the system will count your properties before initiating the AI readiness analysis. Then click the "Run analysis" button.
quick_counts

4

Complete your form

Please provide your contact details to get access to your report via Email.
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5

Run your data analysis

Get professional insights and recommendations for your portal configuration and get your CRM to an AI ready stage. This process will take a few minutes (Remember is analysing all your data).

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Bonus: Send via email

After your analysis is complete you can send it via email and share it with your team.
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