Automation library · CRM

AI call summary to HubSpot + follow-up task with OpenAI

Started by someone submitting a form, and works across HubSpot. It hands the judgement calls to OpenAI. 8 steps: small enough to read in one sitting and change without fear.

SmallCalls a model: OpenAI

8 stepsSmall: readable in one sitting
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 3Service 4

The steps in the order they run, from what starts it.

  1. 1OpenAI Chat ModelLm Chat Open AiModel
  2. 2Form: Capture TranscriptForm triggerStarts it
  3. 3Update Contact from TranscriptHubspot ToolService
  4. 4Parse Structured OutputOutput Parser StructuredModel
  5. 5AI: Summarize Call & Draft TaskAgentModel
  6. 6Find Contact by EmailHubspotService
  7. 7Log Call SummaryHubspotService
  8. 8Create Follow-Up TaskHubspotService

How it's built

Starts on
Someone submitting a form
Steps
8
Size
Small: readable in one sitting
Connects to
HubSpot
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own HubSpot account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Not long. At 8 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 8 steps before you point it at anything that matters.