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Buzz Workflows

Kate Miles avatar
Written by Kate Miles
Updated this week

Buzz Workflows help you automate repeatable processes in Hive. By combining Workflows (triggers + conditions) with Buzz Tools (the actions Buzz can take in Hive and connected apps), you can create powerful end-to-end automations that save time and keep work consistent.

Workflows

Workflows are automations that run when something happens in Hive (or in a connected app). A workflow typically includes:

  • A trigger (what starts the workflow)

  • Optional conditions (rules that decide when it should run)

  • One or more steps, often including Give Buzz a job, where Buzz performs work based on your instructions

For more on Workflows, read here.

Buzz Tools

Buzz Tools are the set of actions Buzz can take on your behalf. Depending on what’s enabled in your workspace, tools can include:

  • Creating or updating actions

  • Updating action fields (status, due date, custom fields, labels, assignees)

  • Posting messages or notifications

  • Pulling data from connected apps (for example, Salesforce)

  • Drafting content (for example, summaries or email drafts)

Tip: When you are designing an automation and you are not sure if Buzz can do something, start by reviewing the available tools.

Personal vs workspace-level Buzz settings

Buzz can be configured at two levels:

  • Personal settings: preferences that apply to you (examples: personal connections, individual behavior preferences)

  • Workspace settings: shared instructions and rules that apply across the workspace (examples: writing style guidelines, formatting expectations, team-wide policies)

Workspace-level settings are especially helpful when multiple people will rely on the same workflows and you want consistent outcomes.

Thinking Mode

Thinking Mode is a higher-reasoning mode Buzz can use for more complex tasks, like interpreting unstructured intake, generating structured outputs, or performing multi-step transformations. It is designed for situations where you want more careful reasoning and higher quality results from Buzz in automations. You can toggle this on/off in your Buzz messaging window.

How to use Buzz Workflows

1) Enable Workflows

In your workspace:

  • Go to Apps

  • Enable Workflows

  • Confirm you have permission to create and manage workflows

2) Turn on & connect integrations

If you want to trigger workflows from a connected system or pull external data into Hive:

  • Go to Apps

  • Enable the integration (for example, Salesforce)

  • Connect your account

  • Once connected, Salesforce becomes available inside Workflows as:

    • A trigger (for example, when an opportunity is created or updated)

    • A data source Buzz can reference to populate action fields and context

Core automation patterns you can implement

Pattern A: Salesforce → Hive action creation (structured intake from CRM)

When to use: You want work created automatically when a CRM record changes, so teams can respond quickly and consistently. We will be using Salesforce as a example.

Trigger ideas:

  • Opportunity created

  • Opportunity updated (for example, stage changes)

  • Account updated

Typical outcome:

  • Create a new Hive action (or update an existing one)

  • Populate custom fields with CRM data

  • Assign the right owner, add labels, and set a due date

To make it easier for Buzz to understand, add specific steps to any complex or multi-layered prompt.

Example (plain text steps):

  1. Trigger: Opportunity updated in Salesforce

  2. Condition: Stage changes to “Negotiation”

  3. Step: Create Hive action in “Customer Operations” project

  4. Step: Populate fields (Account, Amount, Close Date, Owner)

  5. Step: Assign to account owner and apply “Needs review” label


Pattern B: Forms → Projects → Automated routing and enrichment

When to use: You want standardized intake, so requests enter Hive consistently and route to the right place.

Trigger ideas:

  • Form submitted

  • Action created from a form submission

Typical outcome:

  • Normalize the action title based on form answers

  • Populate custom fields

  • Route to the correct project/section

  • Notify the right stakeholders

Example (plain text steps):

  1. Trigger: Form submission creates a new action

  2. Step: Buzz rewrites the title to a standard format

  3. Step: Buzz fills custom fields from form answers

  4. Step: Buzz assigns the action to the right owner based on request type

  5. Step: Buzz adds labels and posts a comment confirming receipt


Pattern C: Automated title standardization (from description or form answers)

When to use: You want consistent naming for reporting, filtering, and handoffs. This is especially useful when intake text is long or inconsistent.

Trigger ideas:

  • Action created

  • Status changes (for example, when work moves from “Unstarted” to “In Progress”)

Typical outcome:

  • Buzz generates a clean, consistent title from structured inputs (like form fields) or unstructured text (like a description)


Pattern D: Mailbox assistance (draft replies, triage, and labeling)

When to use: Your team handles lots of repetitive communication and wants to speed up response workflows.

Trigger ideas:

  • New email received (where supported)

  • Manual workflow steps that create drafts from email content

  • Work created in Hive that requires a response

Typical outcome:

  • Draft replies for common questions

  • Summarize threads for internal handoff

  • Apply labels for triage and prioritization (for example, “Needs reply”, “Change request”, “Scheduling”)


Pattern E: Proofing and approvals (Buzz Proofing)

When to use: You want an extra review layer for documents to catch issues early and keep output consistent.

Trigger ideas:

  • Proofing step in a process (for example, before publishing)

  • Document uploaded to Proofing

Typical outcome:

  • Buzz flags spelling, grammar, clarity, and accessibility issues

  • Reviewers can filter by issue type and apply changes more efficiently

  • Teams get a consistent “first pass” review before human approval

For instructions on how to use Buzz directly in the Proofing & Approvals app, read more here.

Buzz Tools and Connections

Native integrations (recommended starting point)

Hive supports a range of built-in integrations. When a native integration exists, it’s usually the fastest way to:

  • Trigger workflows from external systems

  • Pull data into Hive actions

  • Keep automation maintenance low

Examples include Salesforce, Jira, GitHub, and others available in your workspace Apps list.

Custom connections (HTTP / MCP)

If you need to integrate with a system that is not available as a native app, you can set up a custom connection so Buzz can interact with it as a tool.

  • HTTP connections allow Buzz to call approved API endpoints you define

  • MCP connections can expose a tool server to Buzz where supported

Safety note: Only connect Buzz to endpoints that are approved by your organization, and follow your company’s security and compliance policies for external integrations.

Debugging and iteration (how to improve outcomes)

View runs

Most workflows provide a View runs experience so you can:

  • Confirm when the workflow executed

  • See what triggered it

  • Review what Buzz did step-by-step

Show thinking

When available, Show thinking helps you understand Buzz’s reasoning:

  • Why it chose a specific action

  • How it interpreted your instructions and inputs

  • Where it may have misunderstood or lacked context

Ask “why did you do that?”

A practical debugging loop:

  • Open a workflow run’s thread or context

  • Ask Buzz why it made a decision or took a step

  • Refine:

    • The workflow instructions (the Buzz job prompt)

    • Trigger conditions

    • Field mappings

    • Workspace-level Buzz settings (for consistent team-wide behavior)

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