Log OneDrive proposals to HubSpot deals with a daily Slack digest

Every weekday at 8am ET, I want an agent that catches up our sales team on any new proposals and contracts that landed in OneDrive overnight, logs the important details on the right HubSpot deal, and posts a tidy digest in Slack.

Trigger: cron, weekdays at 8am America/New_York.

Step 1 — Find new files in OneDrive. Watch a configured 'Proposals & Contracts' folder in Microsoft OneDrive. Use Track Changes (Delta) on that folder so each run picks up only files that were added or modified since the previous run, and persist the delta token between runs. If Track Changes is not workable, fall back to List Children filtered by last-modified time. For each new or modified file, use Download File Content for native PDFs, and Download Converted Format to PDF for Word documents so the agent can actually read them.

Step 2 — Read each document and decide if it matters. Skip anything that is not a real proposal, MSA, SOW, order form, or signed contract (ignore meeting notes, slide decks, random PDFs, etc.). For the ones that do qualify, extract: client / company name, deal value (and currency), term length, key dates (effective date, start date, renewal date, expiration date), and any unusual clauses to call out, especially auto-renewal, exclusivity, MFN, and liability cap. If the document is signed, note who signed and when.

Step 3 — Attach a structured note to the matching HubSpot deal. Use Search Companies and Search Deals in HubSpot to find the matching deal by company name. Be careful with fuzzy matches like 'Acme Inc.' vs 'Acme Corporation' — prefer the open deal with the closest name and most recent activity, and if the match is ambiguous, do NOT guess. Once you have a confident match, use Create Note to attach a short structured summary (value, term, key dates, flagged clauses, document type) and associate the note with both the deal and the company. Include a OneDrive Create Sharing Link back to the source file inside the note body so the rep can open the original in one click. If no matching deal exists, do not create one — instead flag the file in the Slack digest as 'needs a deal created'.

Step 4 — Post a Slack digest. Use Send a Message in Slack to post to a configured sales channel. Group the day's new documents by deal, and for each one show: company name, document type, deal value, key dates, any flagged clauses, the HubSpot deal link, and the OneDrive Create Sharing Link to the source file. Add a separate 'Needs a deal created' section at the bottom listing files that did not match any deal so a rep can route them. If there was nothing new overnight, skip the post entirely instead of sending an empty digest.

Guardrails: never silently overwrite an existing HubSpot note or property. The HubSpot trail is append-only — always Create Note, never edit deal properties. Always include the OneDrive link in the note so there is a clear paper trail back to the source document. When the company match is ambiguous, leave it for a human in the digest rather than attaching the note to the wrong deal.