The File Brain for HubSpot
CloudFiles turns your files into a knowledge graph, one that doesn't just show the files linked to a HubSpot record, but proposes the updates and details hiding inside them.
A file is a neuron, not a brain
Scattered across SharePoint, Drive, email, Slack, your CRM, even local drives, one file alone is just a blob: no status, no owner, no connections. CloudFiles wires everything you feed it into a knowledge graph: a file brain for your organization.
Four steps, no migration
Your files stay exactly where they are.
Install where you work
Add it to HubSpot, or wherever your team already spends its day. No new tab to remember.
Connect your repositories
SharePoint, Google Drive, email, Slack, your CRM, even local folders. Nothing moves, nothing gets copied out.
Describe how you work
Tell it what you want to see: recently modified files, everything tied to a record, a manager's view across the team. It maps that to fields, statuses and views.
Work, and the brain learns
Approve or correct what it proposes. The more people use it, the better it gets, and that feedback flows straight back into the app.
See it inside HubSpot
The file brain doesn't just attach files to a record. It reads them, and proposes what should change: a title, a phone number, a renewal date, each one traced back to the file it came from. Nothing writes itself. You approve or reject, and it learns from what you pick.
Illustrative mockup, not a live product screenshot.
Built for how you work
Contracts, tracked like deals
Every proposal and contract becomes a record on the deal it belongs to.
- Status on every document: draft, sent, signed, expired, visible on the deal, not buried in a folder.
- Renewal pipelines: contracts nearing renewal surface automatically, tied to the account.
- Proposed updates: a signed date or a new contract value gets suggested on the deal, not retyped by hand.
Client folders, as applicant records
Intake documents become structured fields on the record, not just attachments.
- Structured intake: application, income and ID documents become fields on one applicant record.
- Status by stage: track where each application actually sits, not just that a folder exists.
- Proposed updates: a change buried in a new document gets flagged on the record for someone to approve.
Every property, as a record
Transaction folders become records with a status, not just a place files sit.
- Property records: address, stage and closing date, tied to the deal in HubSpot.
- Auto-tagged listings: listing documents get tagged and filed as they arrive.
- Proposed updates: a closing date in a new addendum gets suggested on the record, never overwritten silently.
Want this for your team?
Answer a few questions and get a free, personalized Blueprint.
What your Blueprint looks like
A worked example: a property management team connects SharePoint. Every transaction folder becomes a record, with status moving as the deal progresses, visible right on the HubSpot deal it's tied to.
Knowledge graph map
How your files connect into records, fields and statuses.
Mock screens
What the record view looks like for your team, before anything is built.
Rollout plan
What ships first, and what to expect at each step.
Your files never leave SharePoint or Drive
Files stay in your own SharePoint or Google Drive. What syncs to HubSpot is structure, not the file itself.
No. Every proposed update is a suggestion you approve or reject inside HubSpot. Nothing writes back on its own.
No. Files stay in your library. HubSpot gets the record: status, fields and a link back to the file.
Whatever permissions you've already set in SharePoint or Drive still apply. Nothing is opened up.
Right now, records sync from your library into HubSpot. Writing back to your library is the direction we're building toward, not something shipping yet.
Early-bird registrations get up to 90% off the eventual price. Fill out the survey and we'll cover pricing on your Blueprint call.
Get your File Brain Blueprint
Ten short questions. We'll send back a personalized Blueprint within five days.
- Report: a written Blueprint, within five days.
- Reader: a person, not a bot.
- Call: only if you ask for one.
