HubSpot Audience Segment Research

# HubSpot Audience Segment Research

Query HubSpot contacts and produce a reviewed audience segment definition and member preview.

## Required Aident Actions

- <action-tag>composio:hubspot_tools:hubspot_search_contacts_by_criteria</action-tag> (required inputs: inspect the current schema): Searches for HubSpot contacts using a text query, specific filter criteria (filters in a group are ANDed, groups are ORed), sorting, and pagination to retrieve selected properties.

Use Aident Loadout to read the current Action schema before constructing inputs. Check the required integration connection in Aident Vault. If an Action is billable or mutating, run Aident preflight, show the affected target and quoted cost or risk, and wait for explicit user confirmation before execution.

## Workflow

1. Confirm the requested outcome, source material, destination, audience, constraints, and acceptance criteria.
2. Apply the source-derived guidance below to create a concrete plan. Resolve ambiguity before invoking an Action.
3. Select only the Aident Actions whose documented effect directly advances the requested outcome. Do not invoke every listed Action by default.
4. Inspect the current schema and prepare the minimum valid input for each selected Action.
5. Preflight each selected Action. Execute it only after any required confirmation, in dependency order, and carry returned IDs or asset URLs into later steps.
6. Verify the returned IDs, URLs, statuses, or artifacts against the acceptance criteria. Report partial completion precisely and do not repeat paid or mutating calls blindly.

## Source-Derived Guidance

- Collect the segmentation objective, allowed contact properties, inclusion rules, exclusions, sort order, and requested preview size.
- Translate the approved definition into bounded HubSpot filter groups, preserving AND rules within groups and OR rules across groups.
- Use composio:hubspot_tools:hubspot_search_contacts_by_criteria and paginate only within the agreed scope.
- Report member counts, representative records, missing properties, overlap risks, and the exact reusable filter definition.
- Do not claim that a saved HubSpot list or segment was created or updated.

## Execution Boundaries

- Treat upstream provider-specific commands as background knowledge only. Execute the workflow through the exact Aident Actions above.
- Never request raw credentials in chat. Use Aident Vault connection flows for required accounts.
- Preserve user-provided wording, brand constraints, rights restrictions, and target identifiers. Do not invent authorization.
- Stop when a required integration is disconnected, preflight rejects the input, the target is ambiguous, or the user declines a required confirmation.

## Output

Return the execution plan, selected Action names, confirmed targets, Aident result identifiers or asset URLs, verification evidence, and any remaining blocked step.

## Attribution

This Skill adapts the reviewed upstream workflow. See [UPSTREAM.md](UPSTREAM.md) for the pinned source and [LICENSE.txt](LICENSE.txt) for the preserved license.