Automate anything with Playbooks, richer AI banner controls, and a more secure Marketing workflow

Build and run reusable step-by-step automations with Playbooks, customise your AI site banners in more detail, and benefit from stronger marketing access controls and a more accessible email composer.

What's new in Hub

Today's update introduces Playbooks — a powerful new way to automate multi-step processes across your workspace — alongside a fresh set of controls for your AI site banners and important improvements to marketing security and accessibility.

Automate complex processes with Playbooks

Hub now has Playbooks: reusable, step-by-step automations that go beyond simple triggers and actions.

You'll find Playbooks alongside Pipelines in Settings → Building blocks. Each Playbook is a branching workflow you build using the same visual canvas you already know from Hub automations. Before anything runs, you can simulate a Playbook to check the logic without causing any real-world effects.

Once you're happy with the design, publish it — and the same definition is used every time it runs, so you always know exactly what behaviour to expect. You can start a Playbook from:

A Hub form submission
A record in any collection
A pipeline stage entry

AI steps with a human in the loop

Playbooks support AI assessment steps that, by default, pause for a human to confirm before proceeding. This means your team stays in control of consequential decisions even when automation is doing the heavy lifting.

Tasks, decisions, and a full run history

Each Playbook run keeps its own history. Branching decisions, linked Hub tasks, and the outcome of each step are all recorded — and if something goes wrong, you can cancel a run or retry it in a controlled way. Every run works from a snapshot of the published definition, so updating your Playbook doesn't disrupt runs that are already in progress.

More control over your AI site banners

The AI banner editor now has a richer set of design controls, giving you more flexibility over how your site greets visitors:

Image positioning — choose horizontal and vertical placement, or whether the image fills the banner or fits within it
Content placement — move the text and input area vertically within the banner
Heading size — adjust the prominence of your welcome headline
Input corners — round or square the chat input to match your site's style

Separate conversation settings let you configure the welcome text, placeholder prompt, reading width, message size, and whether replies appear plain or with a shaded background.

All existing settings keep their defaults automatically — nothing changes unless you choose to update it.

Mobile input zoom is now prevented

On mobile phones, text inputs that use a font smaller than 16 px cause the browser to zoom in automatically when you tap them — which can be disorienting. Hub's site chat inputs and shared form fields now use 16 px text on narrow screens and touch devices, so the page stays stable when a visitor starts typing. Desktop and editor sizing is unchanged.

A more secure and accessible Marketing composer

Access tied to current membership

Previously, someone who had been removed or demoted from a workspace could retain access to Marketing send and subscription actions if their name was still in an older list. Marketing send and subscription callables now always check current membership before allowing contact access or provider operations. This closes a gap without affecting any legitimate workflows.

More accessible email composer

Several fields in the email composer that keyboard and screen-reader users rely on now have proper accessible labels:

The email Body field
Shared tracked-link fields
Nested audience conditions
The social-account Brand selector

Preview selection now uses a keyboard-operable segmented control. The composer also adapts better at narrow widths — compact field rows and a scrollable social-account table keep all controls reachable without horizontal scrolling.

Smoother sign-in for account sites

A set of fixes improves the experience for workspaces using custom-domain account sites:

Live navigation stays live. Clicking between pages on a published account site — including the brand/home link and the account menu — now correctly preserves the live viewing mode and the selected account, rather than unexpectedly dropping back into draft editing.
Sign-in pages respect custom domains. The sign-in page on a custom account domain (such as account.yourdomain.com) now resolves correctly through that domain's own page routes, rather than being overridden by a platform-wide /login route.
Account menu links stay local. Sign-in links in the account menu now use relative paths on custom domains, so they work correctly regardless of the domain's base path.

Note: These sign-in and navigation improvements are part of a combined Hosting release that is pending final activation. The full experience will be available once deployment is confirmed.

More improvements are in progress. We'll keep you updated as they roll out.