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

Set Up: Summarize calls & notify teams via HubSpot, Slack, Email, WhatsApp

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.

What This Automation Does
1

Receive transcription via webhook

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

2

Summarize and extract key information with AI

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

3

Route notifications to departments via email

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

4

Sync summary to HubSpot CRM

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

5

Send alerts via Slack and WhatsApp

Distributes summary notifications through multiple communication channels to keep teams instantly informed.

Prerequisites

  • OpenAI API key for transcription processing
  • HubSpot account with CRM access
  • Gmail account for email notifications
  • Slack workspace integration
  • WhatsApp Business API or Twilio account
  • Webhook endpoint configuration for transcription input

Services Used

OpenAIGmail ToolSlackWhatsApp BusinessHubSpot Service Hub

Services with alternatives — you can swap them in the next step.