Quarterdeck AI Setup Guide

• A HubSpot account with permission to install apps.
• A pipeline with open deals, owners, close dates, amounts, and stage data.
• A Quarterdeck account at Request Early Access.

Approved users create a workspace with their work email and company name. Design partners receive temporary access while we validate whether the Monday Brief saves forecast-prep time.

From Quarterdeck, open Settings and click Connect HubSpot. HubSpot will show its standard OAuth screen so you can choose the portal to connect.

After authorization, Quarterdeck syncs deal, owner, pipeline-stage, and note/activity metadata needed to build the weekly attention queue.

Quarterdeck requests only read-only scopes and no HubSpot write scopes.

See the full breakdown on the Shared Data page.

Open Monday Brief and run a Trust Scan. Quarterdeck syncs HubSpot, compares current evidence against prior snapshots where available, and derives the review queue from deterministic rules.

• Close-date pushes and past-due close dates.
• Amount changes that materially alter pipeline value.
• Stage movement, including regressions based on HubSpot pipeline order.
• Owner changes on material deals.
• Stale late-stage deals where activity evidence is weak or insufficient.
• Repeated drift and deals appearing in the queue week after week.

The brief is organized around the questions a revenue leader asks before forecast:

• What changed? Material movement since the last useful snapshot.
• Needs Attention The 5-10 highest-priority deals to review.
• Evidence The CRM facts behind deterministic scores and review-queue items.
• Forecast / trust context A deterministic explanation of pipeline confidence.
• Worth knowing Changes Quarterdeck detected but intentionally deprioritized.

Deterministic views use Insufficient evidence when their inputs cannot support a scored conclusion. AI-generated narrative should still be reviewed against the cited evidence.

The weekly briefing uses the same attention engine for email and, when you configure a Slack incoming webhook, Slack delivery. It includes What Changed, Needs Attention, Forecast / Trust Context, Worth Knowing, and a Review in Quarterdeck link.

Successful deliveries are deduplicated so a tenant does not receive the same weekly brief twice.

Reports preserve prior briefings and manually generated Evidence Memos. Treat them as an evidence archive and executive artifact, not as a second dashboard to inspect.

Creating a public report link makes that report available without sign-in to anyone who has the bearer link. Public links do not expire automatically; revoke the link or delete the report when access is no longer needed.

You can disconnect Quarterdeck locally or revoke its OAuth grant from HubSpot.

From Quarterdeck: go to Settings and click Disconnect.

From HubSpot: go to Settings - Integrations - Connected Apps, select Quarterdeck AI, and disconnect it.

What happens to your data: when Quarterdeck confirms a successful disconnect, it has deleted the stored HubSpot connection and the CRM-derived records used by the product. If a deletion step fails, Quarterdeck reports an error instead of confirming success. Revoke the OAuth grant separately from HubSpot Connected Apps. Quarterdeck does not modify HubSpot records. HubSpot disconnect does not delete account, tenant, billing, authentication, activation, or feedback records.

To uninstall the app from HubSpot, open HubSpot's Connected Apps settings, select Quarterdeck AI, and confirm uninstall.

Uninstalling revokes the OAuth grant at HubSpot and prevents future HubSpot API access, but it does not invoke Quarterdeck's local deletion flow. Use Disconnect in Quarterdeck Settings as well. Neither action modifies your HubSpot CRM data.

“Connection failed” during OAuth

Confirm you selected the correct HubSpot portal and have permission to install apps.

“No material exceptions”

This can be a valid result. Quarterdeck does not fabricate issues to fill the page. It may also mean the portal needs more historical snapshots before temporal drift can be detected.

“Reconnect HubSpot” prompt appears

Reconnect from Settings and approve the same read-only scopes.

Activity looks active but the deal still appears stale

Quarterdeck avoids treating every CRM timestamp as buyer engagement. Where HubSpot data cannot distinguish human activity from automated/system activity, the evidence is labeled cautiously rather than overstated.