SALES
Won HubSpot Deal to Notion Account Brief + Shared Drive Folder
When a HubSpot deal closes, an agent writes a structured Notion onboarding brief summarizing the deal context, creates a shared Google Drive folder for customer assets.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot deal moves to Won stageHubSpot
- ActionPull deal record, notes, and contactsHubSpot
- ActionAgent writes structured Notion account briefNotion
- ActionCreate shared Google Drive asset folderGoogle Drive
- OutputNotify success team in Slack with linksSlack
What it does
Gives the success team everything they need to start, written for them. On a won HubSpot deal, an agent reads the deal history, notes, and key contacts, then composes a Notion account brief — goals, stakeholders, what was sold, and open risks. It also provisions a shared Google Drive folder for the customer's assets and pings the success team in Slack with links to both.
When to use it
Use this when CSMs inherit deals cold and spend their first week reconstructing context from scattered HubSpot notes. The agent does that synthesis up front so the kickoff is informed, not exploratory.
How it works
- 1A HubSpot deal moves to the won stage, triggering the flow.
- 2The agent pulls the deal record, associated notes, and contact roles from HubSpot.
- 3It synthesizes a structured onboarding brief and writes it to a new Notion page.
- 4It creates a shared Google Drive folder named for the account for collateral and call recordings.
- 5It posts a Slack message to the success channel linking the Notion brief and the Drive folder.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect NotionPages, databases, comments.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.