Brief every new HubSpot deal with your past Mem notes
When a new deal lands in HubSpot, pull every relevant note from your Mem second brain and attach a clean context brief to the deal timeline.
Integrations
HubSpot
Mem
Type
Categories
- Sales
Build a code workflow that automatically prepares a sales context brief whenever a new deal is created in HubSpot, using my Mem notes as the knowledge base.
Trigger: poll HubSpot for the deals_created event so the workflow fires every time a new deal lands in my pipeline.
Step 1. Use HubSpot Get Deal on the new deal id and pull the deal name along with its associated company and primary contact. We need the company name and the contact's full name for the searches that follow.
Step 2. Use Mem Search Notes with the company name as the primary query. Cap the results at the top 10 notes. Then run a second Mem Search Notes call using the contact's full name as a secondary query, also capped at the top 10. De-duplicate the combined note set by note id.
Step 3. If the combined, de-duplicated note set is empty, exit the workflow early. Do not create any notes in HubSpot or Mem when there is nothing to brief on.
Step 4. Pass the note snippets (title plus a short excerpt of each) through an AI generation step. The AI should produce a concise markdown brief with three headings: "What we know about this company", "Prior conversations", and "Open questions to ask on the first call". Keep the brief tight, roughly 250 to 400 words, and have it cite the source note titles inline so I can trace any claim back.
Step 5. Use HubSpot Create Note to attach the generated brief to the deal so it shows up on the deal timeline. Associate the note with the deal id from step 1.
Step 6. Use Mem Create Note to save the same brief into Mem, and use Add Note to Collection to file it under a collection titled "Sales Context Briefs" (create the collection by title if it does not already exist). Put a back-link to the HubSpot deal URL at the top of the Mem note so I can jump from my second brain to the live deal.
Treat the company name and contact name as the only required inputs into the search. Be defensive: if the deal has no associated company, fall back to searching only by contact name. If it has no contact either, exit early.
What it does
- Watches HubSpot for new deals and triggers the moment one is created.
- Reads the deal, its associated company, and primary contact so we know who to look up.
- Searches your Mem notes for everything you have written about that company and contact.
- Writes a short brief covering what you already know, prior conversations, and open questions to ask, then pins it to the HubSpot deal and saves a copy in a Mem collection.
What you’ll need
- A HubSpot account with permission to read deals, companies, and contacts and to create notes on records.
- A Mem account with an API key from Settings, used to search your existing notes and save the new brief.
- At least a few past notes in Mem about the companies or people you sell to (the workflow skips when there is nothing to pull from).
How to customize it
- Change which Mem collection the brief is filed under, for example a per-rep collection or a per-quarter collection.
- Tweak the brief's section headings to match how your team preps for first calls, such as adding a competitor section or a budget signals section.
- Cap the search to the top 10 notes by default and raise or lower that depending on how dense your Mem library is.
Use cases
- Lead Enrichment
- AI Reports
- Meeting Workflows
