Kick off new customers in Coda when a HubSpot deal closes won

Build me an agent workflow that turns every closed-won HubSpot deal into a ready-to-go customer kickoff in Coda, plus a handoff message in Slack for the implementation team.

Trigger: HubSpot webhook on deal property change. Only run when the deal's stage changes to closed won (in whichever pipeline I configure). Ignore other stage changes.

When the agent fires, it should:

1. Call HubSpot Get Deal for the deal id from the webhook, with associations to company and contacts and with the properties I care about (deal name, amount, close date, pipeline, stage, owner, deal notes / description, any custom scope fields). Resolve the company name and the primary contact's name, title, and email. Resolve the deal owner's name and email.

2. Synthesize a kickoff brief from the HubSpot data. Don't just field-map. Read the deal notes and infer scope and risk. The brief should have these sections: Background (what we sold and why they bought, in 2-4 sentences); Stakeholders (the company, the primary contacts with roles, and the AE who closed it); Scope (what implementation needs to deliver, inferred from the notes); Suggested first-week agenda (kickoff call agenda, intros, success criteria, technical discovery); Open questions for the AE (anything ambiguous in the notes that implementation will need clarified). Use plain prose, not JSON or code blocks. If a section has no signal, say so explicitly instead of inventing detail.

3. Call Coda Create Page inside my customer projects doc (I'll pick the doc id during setup). Page title should be "Kickoff: <Company Name> - <Deal Name>". Page body is the brief from step 2, formatted with markdown headings for each section.

4. Call Coda Insert or Upsert Rows on my projects tracker table inside that same doc. Use keyColumns set to the deal id column, so if the same deal fires again the row updates instead of duplicating. Columns to set: Deal ID, Company, Deal Name, Amount, Close Date, AE / Deal Owner, Primary Contact, Kickoff Doc (the URL of the page created in step 3), Status (set to "Kickoff scheduled").

5. Call Slack Bot Send a Message to my #customer-handoffs channel (I'll pick the channel at setup). Message should be short and scannable: a one-line win headline with the company, amount, and AE; a 2-3 bullet TL;DR of scope; and a link to the new Coda kickoff page. Use Slack mrkdwn formatting (single asterisks for bold, <url|text> for links).

Make the Coda doc id, the tracker table id, the closed-won stage id (or label) I want to watch for, and the Slack channel all configurable inputs so I can set them once during setup. The agent should be idempotent on re-fires for the same deal: same Coda page (update if it exists, otherwise create), same tracker row (upsert on deal id), and re-post the Slack message so the team sees the latest state.