Summarize calls & notify teams via HubSpot, Slack, Email, WhatsApp

Automatically summarizes call transcriptions using AI and distributes insights to teams via HubSpot, Slack, Email, and WhatsApp.

workflowcrm

by Encoreskyon n8n

Nodes

Platform

n8n

Tech Stack

AI Agent

OpenAI

Gmail

Slack

HubSpot

How It Works

This workflow receives call transcriptions via webhook, uses OpenAI to extract summaries and action items, then automatically distributes the insights across multiple channels. It syncs data to HubSpot CRM and notifies relevant departments through their preferred communication platforms.

Receive transcription via webhook

Workflow triggers when a call or meeting transcription is received through the webhook endpoint.

Summarize and extract key information with AI

OpenAI processes the transcription to create summaries, identify action items, and classify relevant departments and client details.

Route notifications to departments via email

Automatically sends relevant summarized information to specific departments based on content classification.

Sync summary to HubSpot CRM

Saves the processed summary to the associated contact or deal record in HubSpot for future reference.

Attached Files

workflow.json