# CloudFiles Document AI for HubSpot > CloudFiles Document AI for HubSpot: a knowledge graph built from your files, one that doesn't just show what's linked to a record, but proposes the updates and details hiding inside them. *Document AI* ## Document AI for *HubSpot* CloudFiles turns your files into a knowledge graph inside HubSpot, one that doesn't just show the files linked to a record, but proposes the updates and details hiding inside them. The problem ## 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, and surfaces it on the record itself: recent files, proposed updates, the whole document trail, without a separate tab to remember to check. Recent filesPDFMSA_Signed.pdfSigned master agreement · 2d agoPDFRenewal_Contract.pdfRenewal terms under review · 5d agoField changesJob titleMarketing Director → **VP of Marketing**×✓Renewal dateNot set → **14 Mar 2027**×✓DocumentsNameSizeModifiedDIR Contracts14 items2d agoPDF MSA_Signed.pdf1.1 MB2h agoIllustrative mockup, not a live product screenshot. *How it works* ## 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 it 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. *On the record* ## What it looks like, on the record A file manager, a recent files box, a list of field update approvals, our Document AI can look like what you want it to be. ### File manager A view of all your files, across all apps See every file tied to the record in one place: folders and documents together, organized automatically as they arrive from SharePoint, Google Drive, email, or wherever else they live. ### Recent files Every file's version & path history Track which version is current, where a file has been, and what changed along the way, all on the record, without digging through folders or hunting for the latest copy. ### Field updates The data mismatch with your CRM When a file disagrees with the record, a title, a phone number, a renewal date, Document AI flags it and proposes the fix. You approve or reject; nothing writes itself. ### You describe A UI that fits your use-case Tell it what matters to your team: a manager's view, a compliance checklist, a renewal tracker. Document AI maps your files to it, no configuration or engineering work required from you. *Use cases* ## A memory built for how you work Every file it finds becomes part of the record's memory. What that memory does next depends on what it's built from. ### Sales & RevOps The memory of a *deal* Contracts, proposals, one-pagers and marketing collateral: every file that touches a deal becomes part of its memory, tied to the record it belongs to. - Renewal alarms: a contract nearing its end date surfaces automatically, before it lapses. - Only the live version surfaces: the current proposal on top, old drafts filed away, not buried in a flat folder. - Archived, not deleted: signed and superseded documents move to their own record, out of the way but never lost. ### Financial services The memory of an *applicant* Applications, income documents, ID and correspondence: every file an applicant sends becomes part of their record's memory. - Mismatch alarms: a document that disagrees with the record, an income figure, a stage, gets flagged, not silently trusted. - Only current documents surface: the latest ID and income proof on top, expired versions out of view. - Archived appropriately: closed and denied applications move to their own file, not cluttering active pipelines. ### Real estate The memory of a *property* Listing documents, inspections, disclosures and closing paperwork: every file tied to a transaction becomes part of its memory. - Deadline alarms: an inspection window or closing date surfaces automatically, before it's missed. - Only live listings surface: the current MLS sheet on top, outdated versions filed away. - Archived once closed: a completed transaction's documents move to storage automatically, no manual cleanup. ## Grab the early bird offer Find this interesting? Tell us more. Fill out the form below and we'll send you a Blueprint, regular development updates and up to 50% off at launch. [Get your Document AI Blueprint](/hubspot/document-ai#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. *The concept* ## A closer look at Document AI in HubSpot Recent files, proposed updates and the full document trail, together on the record. This is the concept your Blueprint would be built around. *Free Blueprint* ## Get your *Document AI* Blueprint We'll send back a personalized Blueprint within five days. - Report: a written Blueprint. - Reader: a person, not a bot. - Call: only if you ask for one. **A few questions about your setup** Ten questions, about two minutes. A contact form follows this section. ## Your files never *leave* SharePoint or Drive **Q: Does Document AI 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 will it cost me?** We've been busy building and haven't priced this yet. It might be per user, or per action, we don't know. But one thing's for sure. Early registrants get up to 50% off.