---
title: "Example workflow #4"
slug: "example-workflow-4-create-tasks-for-company-owners-based-on-g2-buyer-intent-activity"
updated: 2025-06-04T23:04:27Z
published: 2025-06-04T23:04:27Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.g2.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Example workflow #4

This example workflow assigns tasks to your HubSpot company owners based on high-priority G2 Buyer Intent signals. For this example, the workflow only assigns tasks when a company has viewed a comparisons page for a certain competitor product.

With this workflow, company owners will know when to prioritize an account based on G2 Buyer Intent activity.

To recreate this HubSpot workflow, complete the following steps:

1. Go to your HubSpot environment, and then select **Workflows**.
2. Select **Create workflow**.
3. Select **Start from scratch** > **Company-based**, and then **Next**.
4. Select **Set enrollment triggers**.
5. In the right-hand side Filters menu, select **Company**.
6. Search for and select **G2 Buyer Intent Details**.
7. Select **contains any of**. Then, enter **compare** in the Add options field and select **Create option “compare”**.
8. In the same Add options field, enter **[the competitor product’s name]** in the Add options field and select **Create options "competitor product’s name"**.
9. Select **Apply filter**.

![HubSpotWorkflows_CompareProductX](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/HubSpotWorkflows_CompareProductX.png)

1. Select the **Re-enrollment** tab, and then choose whether companies can enter this workflow again if they meet the workflow criteria.
2. Select **Save**.
3. In the workflow builder, select **+** to reveal the Choose an action menu.
4. In the Available actions tab, select **Create task**.
5. Enter all of the desired info for the task, including when the task is due and whether email reminders are sent. Select **Company’s existing owner** in the Assign task to dropdown and **Company owner** in the Which owner dropdown.
6. Select **Save**.

![HubSpotWorkflows_CompanyExistingOwner](https://cdn.document360.io/1759d01c-b118-4f31-81f7-e4011071a6d4/Images/Documentation/HubSpotWorkflows_CompanyExistingOwner.png)

1. Select **Review**, and then decide whether companies that currently meet the criteria should be enrolled in the workflow. G2 suggests selecting **Yes, enroll existing companies which meet the trigger criteria as of now**.
2. Review all details to ensure the appropriate selections have been made, and then select **Turn on** to activate the workflow.

The workflow should now be activated. As companies trigger the enrollment criteria for the workflow, your HubSpot company owners should be assigned tasks to follow up with their accounts.

## Related

- [Create HubSpot workflows with G2 data](/create-hubspot-workflows-with-g2-data.md)