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POST
/
documents
/
deals
curl -X POST https://api.hindsight.com/api/v1/documents/deals \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "file_name": "Discovery Call Recording.mp3",
    "file_url": "https://example.com/recording.mp3",
    "content_type": "audio/mpeg",
    "salesforce_id": "006xxxxxxxxxxxx",
    "source": "gong"
  }'

{
  "document": {
    "id": "doc_abc123",
    "file_name": "Competitor X Pricing Guide.pdf",
    "status": "processing",
    "deal_id": "<string>",
    "url": "https://app.hindsight.com/library/doc_abc123",
    "created_at": "2026-02-10T12:00:00Z"
  },
  "workflow_id": "run_xyz789"
}
Associate documents with specific deals for win-loss analysis. Audio and video files are automatically transcribed.

​
Deal Identification

You can identify the deal using one of three methods:
ParameterDescription
deal_idHindsight’s internal deal ID
salesforce_idSalesforce Opportunity ID (e.g., 006xxxxxxxxxxxx)
hubspot_idHubSpot Deal ID

​
Source Options

The source field determines the icon displayed and helps with document organization:
SourceDescription
gongGong call recordings
clariClari
fathomFathom AI
firefliesFireflies.ai
avomaAvoma
outreachOutreach
gmailGmail
SalesforceSalesforce
HubspotHubSpot
apiAPI upload

​
Supported File Types

CategoryFormatsNotes
DocumentsPDF, DOCX, PPTX, XLSX, MD, TXTParsed and chunked for search
AudioMP3, WAV, M4AAutomatically transcribed via Whisper
VideoMP4Automatically transcribed via Whisper
curl -X POST https://api.hindsight.com/api/v1/documents/deals \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "file_name": "Discovery Call Recording.mp3",
    "file_url": "https://example.com/recording.mp3",
    "content_type": "audio/mpeg",
    "salesforce_id": "006xxxxxxxxxxxx",
    "source": "gong"
  }'

Authorizations

​
Authorization
string
header
required

API key from Hindsight dashboard

Body

application/json
​
file_name
string
required

Name of the file

Example:

"Discovery Call Notes.pdf"

​
content_type
string
required

MIME type of the file

Example:

"application/pdf"

​
file_url
string<uri>

URL to download the file from (provide either file_url or file_base64)

​
file_base64
string<byte>

Base64-encoded file content (provide either file_url or file_base64)

​
deal_id
string

Hindsight deal ID (provide one of deal_id, salesforce_id, or hubspot_id)

Example:

"deal_123"

​
salesforce_id
string

Salesforce Opportunity ID

Example:

"006xxxxxxxxxxxx"

​
hubspot_id
string

HubSpot Deal ID

Example:

"12345678"

​
source
enum<string>

Source application where the document originated

Available options:
gong,
clari,
fathom,
fireflies,
avoma,
outreach,
gmail,
Salesforce,
Hubspot,
api
Example:

"gong"

Response

Document upload initiated

​
document
object
​
workflow_id
string

ID to track the document processing workflow

Example:

"run_xyz789"