HubSpot Workflow Audit & Cleanup

Every workflow in your HubSpot portal — surfaced, evaluated, and fixed step by step.

Workflow Archaeologist scans your entire portal, diagnoses what's broken, shows you the downstream impact of every change, and gives you exact step-by-step fixes — so you can clean up with confidence.

READ-ONLY CONNECTION · NO CREDIT CARD · FIRST AUDIT IN ~20 MINUTES

Looking to optimize your HubSpot portal?

Get a complete evaluation of every workflow — what's working, what's broken, and what it's costing you — with fixes ranked by impact so you start where it matters.

See how the audit works

Want to remove old or excess workflows, but unsure of the downstream impact?

See exactly what every workflow touches before you deactivate or delete it. No more keeping dead automation alive because nobody knows what it does.

See the dependency map
What you get

Five things your portal doesn't have today.

01 · COMPLETE INVENTORY

See every workflow — and everything it touches.

One read-only connection surfaces every workflow in the portal and maps its dependencies: the properties it writes, the lists and emails it uses, the workflows it triggers.

  • Full workflow inventory — including the ones nobody remembers building
  • Dependency map — see downstream impact before you change anything
  • Load-bearing vs. safe to remove — labeled, not guessed
02 · AUTOMATIC DIAGNOSIS

Find what's broken — grouped by root cause.

Nine analyzers check every workflow for the problems that quietly cost revenue: orphaned references, enrollment loops, property collisions, email storms, dead branches, and more. Related findings are grouped into root causes, so 400 alerts become a short list of real problems.

  • 9 automated checks across every workflow, every audit
  • Root-cause grouping — "21 workflows reference deleted emails" is one fix, not 21
  • Severity + evidence on every finding
03 · PRIORITIZED FIXES

Know exactly where to start.

Every finding gets an impact score based on how load-bearing the workflow is, how many contacts run through it, and how severe the problem is. The audit opens with the five fixes that matter most.

  • Impact score on every finding — high-traffic breaks rank above trivia
  • "Fix these first" — your top 5, with projected health gains
  • Sort by impact, severity, or newest
04 · STEP-BY-STEP FIXES

Get exact repair instructions — verified against your live portal.

Click Analyze on any finding and an AI investigator opens the actual workflow, confirms the problem, pinpoints the broken action, and writes click-by-click repair steps your team can follow immediately. Every claim is backed by what it found in your portal.

  • Confirmed diagnosis — or it tells you the problem didn't reproduce
  • The exact break — down to the action and the missing asset ID
  • Step-by-step instructions with links straight into HubSpot
05 · MEASURABLE PROGRESS

Watch your portal health climb as you fix.

Your portal gets a 0–100 health score. Mark fixes done and the score moves — weighted by impact, so the fixes that matter move it most. Re-audit on your schedule; your decisions carry forward.

  • Portal health score you can report to leadership or clients
  • Cleanup progress meter — impact-weighted, not just a count
  • Client-ready PDF exports
Pricing

Start free. Upgrade when you're ready to fix.

The free audit shows you where you stand. Paid plans add the AI investigator, continuous re-audits, and client-ready reporting.

Free

$0
Know where you stand
  • 1 portal · read-only
  • Health score + root causes
  • Top 5 fixes, impact-ranked
  • 25 findings visible
Get started free

Pro

$149/mo
Clean it up, prove it
  • Weekly re-audits · all findings
  • 25 AI investigations/mo
  • Dependency map + progress
  • PDF export · digests
Start Pro

Agency

$499/mo
Your client portfolio
  • 10 portals · 5 seats
  • 150 pooled investigations
  • White-label reports
  • Portfolio benchmarking
Talk to us

Enterprise

Custom
Governance at scale
  • SSO/SAML · audit log · DPA
  • API · unlimited audits
  • Custom playbooks · CSM
  • Supervised auto-fix early access
Contact sales

Just need it once? One-time Deep Audit — $299 per portal. Every finding, 10 AI investigations, branded PDF. Order a Deep Audit

FAQ

Common questions

Can it change anything in my portal?No. The connection is read-only. The audit observes and reports — every change is made by you.
How long does an audit take?About 20 minutes for most portals, including analysis.
Do I need documentation or the person who built it?No. The audit reconstructs what the portal does from the portal itself.
How is this different from a workflow mapping tool?Maps show connections. Archaeologist also diagnoses the problems, ranks the fixes by impact, and gives you verified step-by-step repair instructions.
Free · read-only · ~20 minutes

Find out what's in your portal.

Connect, audit every workflow, and get your health score — before you touch a thing.

Get started free