Documentation catch-up
HubSpot is now documented as a CRM option. Deal Brain connects to Salesforce or HubSpot as your system of record, or you can import a CSV. The docs had assumed Salesforce throughout; CSV import is now its own page rather than a Salesforce fallback.The REST API is now documented. The Tempo API was live and serving Swagger UI at
findtempo.co/api/docs, but wasn’t referenced anywhere in these docs. Full endpoint reference with request and response schemas, plus a guide to choosing between REST and MCP.Signals, Agents, and Playbook are now documented. These capabilities shipped earlier and had no public documentation.- Signals — define your own extraction rules and run them across your artifact history
- Agents — scheduled pipeline rules that post to Slack
- Playbook — ground Deal Brain in your methodology, product, and competitive positioning
- Set up your organization — an admin checklist for standing up a team
- Fields and CRM objects — what Deal Brain tracks and how CRM updates get proposed
- Drafts and your writing voice — tone profiles and templates
Canvas
Canvas — reusable document templates with variable tokens, authored in the browser and rendered against live deal data. Includes a developer guide for programmatic use.
Integrations
- Gong can now be connected with an API key as a single-user alternative to the full integration.
- Added guidance on Salesforce refresh token policies — aggressive expiration settings force repeated re-authentication.
Context sources
- Notion — sync page and document context linked to your opportunities.
- Gong and Fathom — pull call recordings, transcripts, and AI summaries.
- CSV import — onboard without waiting on Admin approval for the Connected App.