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Associate documents with specific deals for win-loss analysis. Audio and video files are automatically transcribed. 
POST https://app.usehindsight.com/api/v1/deals/documents
Authorization: Bearer YOUR_API_KEY
Content-Type: multipart/form-data

Request fields (multipart/form-data):
  file_name: string (required)
  file_url: string (uri) — URL to fetch file from
  file: binary — binary file content (alternative to file_url)
  content_type: string (required) — MIME type, e.g. application/pdf, audio/mpeg, video/mp4
  deal_id: string — Hindsight deal ID
  salesforce_id: string — Salesforce Opportunity ID
  hubspot_id: string — HubSpot Deal ID
  source: gong | clari | fathom | fireflies | avoma | outreach | gmail | Salesforce | Hubspot | api
Provide exactly one of: deal_id, salesforce_id, or hubspot_id.

200 Response:
{
  "document": {
    "id": "doc_abc123",
    "file_name": "Discovery Call Recording.mp3",
    "status": "processing | ready | failed",
    "type": "asset | intel",
    "url": "https://app.usehindsight.com/deals/deal_123/documents/viewer/doc_abc123",
    "created_at": "2026-02-10T12:00:00Z"
  },
  "run_id": "run_xyz789"
}

Rate limits: 10 req/min (Essentials), 60 req/min (Growth), 300 req/min (Enterprise)
           10,000/mo (Essentials), 30,000/mo (Growth), 100,000/mo (Enterprise)

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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

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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://app.usehindsight.com/api/v1/deals/documents \
  -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"
  }'