Auto-brief new HubSpot site deals with trade area intelligence

Build me an agent workflow that auto-briefs every new HubSpot deal in my Site Acquisition pipeline with a trade area read from Sites USA.

Trigger: HubSpot incoming webhook for deal creation. Only act when the new deal's pipeline matches my Site Acquisition pipeline. If a deal lands in any other pipeline, exit early without doing anything.

When a matching deal lands, do the following in order:

1. Read the deal. Use HubSpot Get Deal with the deal id from the webhook, requesting the property address, latitude, longitude, the deal's target tenant category (a custom property on the deal), and hubspot_owner_id. If latitude or longitude are missing, attach a one-line HubSpot note on the deal saying coordinates were not available and exit. Do not call Sites USA without coordinates.

2. Build the trade area. Call Sites USA Request Trade Area Boundaries with the deal's lat/long and a 3-mile radius ring. Keep the returned WKT polygon; every Sites USA call below reuses it.

3. Pull demographics. Call Sites USA Get Demographics by WKT for the ring polygon. Ask for current population, daytime population, household count, median household income, and 5-year population growth.

4. Pull competition. Call Sites USA Get Merchant Counts by WKT for the same polygon, filtered to the deal's target tenant category (e.g. coffee, fast casual, dollar store, urgent care). This is the competitive saturation gauge.

5. Pull the containing geographies. Call Sites USA Get KTA Info by Coordinates with the deal's lat/long so the note can reference the zip, city, county, and MSA the site sits inside.

6. Write the brief. Draft a concise trade area summary, 2 to 4 paragraphs, no fluff. Cover: location context (city, MSA, zip, county); demographics inside the 3-mile ring (population, daytime population, household count, median income, growth signal); competitive read for the tenant category (how many same-category merchants sit inside the ring, with a one-line read of whether the area looks under-served, balanced, or saturated); a short "what to dig into next" line for the deal owner. If the demographics call returns thin data (rural site, sparse coverage), say so explicitly. Do not invent numbers. Do not pad. No marketing voice.

7. Attach the brief. Call HubSpot Create Note with the brief as the note body, associated to the deal id.

8. Queue the review. Call HubSpot Create Task with subject "Review trade area brief", a due date 48 hours from now, associated to the deal, and assigned to the deal's owner using hubspot_owner_id from step 1. Use HubSpot Get Owner if you need to resolve the owner id.

Constraints: the brief should be short. Brokers and tenant reps skim. Read the target tenant category from the deal, do not hardcode a default. The note is the primary artifact and the task is the nudge; do not post anywhere else (no Slack, no email).