Soxbot Archive — State analysis

Cross-references Trello cards (Graphics Pivot + Orders), HubSpot deals, and SharePoint folders. Produces archive candidates per board and folder-move queues per library.

1 · Inputs 0 / 5 ready Load all (parallel)

Graphics Pivot cards (Trello)

All non-archived cards from "Soxbot - Graphics - Pivot"

not loaded Load

Orders cards (Trello)

All non-archived cards from "Soxbot - Orders"

not loaded Load

HubSpot deals export (CSV / JSON)

Required columns: Deal Name, Deal ID, Deal Stage, Last Activity Date, Owner

not loaded Pick file…

Graphics/Active folders (Graph API)

SharePoint /Graphics/Active children, paginated

not loaded Load

Orders/Active folders (Graph API)

SharePoint /Orders/Active children, paginated

not loaded Load

2 · Analysis configuration Load HubSpot deals to populate stages

Terminal stages (deal considered complete)

Load HubSpot deals first…

Stale threshold

months without activity

Run analysis Archive trigger: stage matches selected terminal stages OR last_activity older than N months

3 · Results —

Graphics cards to archive 0 Orders cards flagged 0 Graphics folders → /Old 0 Orders folders → /Old 0 Deals to mark Inactive / Lost 0 orphans 0

Graphics cards 0 Orders cards 0 Graphics folders 0 Orders folders 0 Stale active deals 0 Orphans 0

Save JSON Archive all (move to "To be archived")

Card	Deal name	Stage	Last activity	Owner	Reason	Status

Save JSON Orders cards are review-only — no bulk action. Open individual cards via links.

Card	Deal name	Stage	Last activity	Owner	Reason	Status

Save JSON (to_move shape) Move all → /Old (Graph API) Concurrency

Folder	Deal name	Stage	Last activity	Owner	Reason	Status

Save JSON (to_move shape) Move all → /Old (Graph API) Concurrency

Folder	Deal name	Stage	Last activity	Owner	Reason	Status

Save JSON Target stage — pick target stage — Completed (11940183) Inactive (15074908) Lost (11940184) Order discussion (26994593) Order / Contract sent (contractsent) Closed Lost (closedlost) Custom… Set stage → … (HubSpot) Concurrency

Filter by source stage: all none

Visible + checked rows will be updated to target stage. Uncheck the chip above to hide a source stage; uncheck a row to skip it individually.

	Deal name	Current stage	Last activity	Stale	Owner	Deal ID	Orders list	Status

Save JSON Items present somewhere but with no matching HubSpot deal — review needed before any action.

Name	Where	Notes

Diagnostic tools — find a deal everywhere

Find deal

Graphics folder

—

Orders folder

—

Graphics Pivot card

—

Orders card

—

Log Clear

No log entries yet.