Send a tailored asset kit to Slack when a HubSpot deal advances

Build an agent workflow that delivers a tailored kit of approved sales collateral to the deal owner in Slack whenever a HubSpot deal advances into a late-stage pipeline stage (like Proposal, Negotiation, or Contract Sent).

Trigger: a HubSpot webhook for deal property changes. Only fire when the deal's dealstage property changes to a configurable late-stage value, default to 'Proposal'. Ignore all other property changes.

When the webhook fires, do the following:

1. Call HubSpot Get Deal to pull the deal record. Include the deal's industry, product line, deal amount, the associated company (with its industry), and the deal owner.

2. Call NetX Search Assets by Query against the configured 'Approved Sales Collateral' folder or collection. Build the query from the deal's industry, vertical, product line, and any relevant tags. Request asset attributes in the response so the agent can read titles, tags, and the approval-status attribute. If the deal is missing industry or product, fall back to the associated company's industry and the deal name.

3. Filter the results so only assets whose approval-status attribute is approved or active are kept. From those, pick the three to five most relevant assets, mixing formats where possible (one-pagers, case studies, ROI calculators, demo videos). If you need more attribute detail to decide, call NetX Get Asset Attributes on shortlisted assets.

4. For each chosen asset, write a one or two sentence 'why this matters for this deal' blurb that ties the asset to the deal's industry, product, or deal size. Keep the tone direct and useful for a rep prepping a proposal.

5. Call Slack Send a Message to deliver the kit to the deal owner. Default to a direct message, but make the destination configurable so a team can route it to a deal-specific channel or a shared sales-enablement channel instead. The message should include the deal name and the stage transition in the header, then for each asset: the title, a thumbnail preview, the blurb, and a direct NetX share link.

If no assets clear the approval and relevance filter, do not pad the kit. Send a single Slack message that says no strong matches were found for this deal, with the deal name and stage, so the rep knows to browse NetX manually.

Map the HubSpot deal owner to a Slack user so the DM lands with the right person. If the mapping fails, fall back to a configured default channel and note the missing owner in the message.