# The File Brain for HubSpot

> CloudFiles turns your files into a knowledge graph inside HubSpot: not just the files linked to a record, but the updates and details hiding inside them.

*File Brain*

## 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.

*How it works*

## Four steps, no *migration*

Your files stay exactly where they are.

### 1. Install

Install where you work

Add it to HubSpot, or wherever your team already spends its day. No new tab to remember.

### 2. Connect

Connect your repositories

SharePoint, Google Drive, email, Slack, your CRM, even local folders. Nothing moves, nothing gets copied out.

### 3. Describe

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.

### 4. Work

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.

CloudFiles · Field changes3 pendingJob titleMarketing Director → **VP of Marketing**×✓Phone number(617) 555-0148 → **(617) 555-0199**×✓Renewal dateNot set → **Mar 14, 2027**×✓Illustrative mockup, not a live product screenshot.

*Use cases*

## Built for how you work

### Sales & RevOps

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.

### Financial services

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.

### Real estate

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.

[Get your File Brain Blueprint](/file-brain#get-your-blueprint)

*Sample 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

**Q: Does the file brain change my CRM data on its own?**
No. Every proposed update is a suggestion you approve or reject inside HubSpot. Nothing writes back on its own.

**Q: Do my files get copied into HubSpot?**
No. Files stay in your library. HubSpot gets the record: status, fields and a link back to the file.

**Q: Who can see what?**
Whatever permissions you've already set in SharePoint or Drive still apply. Nothing is opened up.

**Q: What does two-way sync mean today?**
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.

**Q: What does early access cost?**
Early-bird registrations get up to 90% off the eventual price. Fill out the survey and we'll cover pricing on your Blueprint call.

*Free Blueprint*

## 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.

**Your File Brain Blueprint**

Ten questions, about two minutes.

A contact form follows this section.