# AI call summary to HubSpot + follow-up task with OpenAI: n8n workflow

> Started by someone submitting a form, and works across HubSpot. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/ai-call-summary-to-hubspot-follow-up-task-with-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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.

Small Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-call-summary-to-hubspot-follow-up-task-with-openai)

**8 steps** Small: readable in one sitting

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 3 Service 4

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

- 1 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 2 **Form: Capture Transcript** Form trigger *Starts it*
- 3 **Update Contact from Transcript** Hubspot Tool *Service*
- 4 **Parse Structured Output** Output Parser Structured *Model*
- 5 **AI: Summarize Call & Draft Task** Agent *Model*
- 6 **Find Contact by Email** Hubspot *Service*
- 7 **Log Call Summary** Hubspot *Service*
- 8 **Create Follow-Up Task** Hubspot *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-call-summary-to-hubspot-follow-up-task-with-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[HubSpot](https://millionrounds.com/workflows?service=HubSpot#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Bulk delete HubSpot contacts from uploaded Excel/CSV file** 8 steps · HubSpot](https://millionrounds.com/workflow/bulk-delete-hubspot-contacts-from-uploaded-excel-csv-file)
- [**Create HubSpot companies & tasks from Jotform submissions** 8 steps · Google Sheets, HubSpot](https://millionrounds.com/workflow/create-hubspot-companies-and-tasks-from-jotform-submissions)
- [**Feedspace Testimonials to HubSpot CRM Contacts** 8 steps · HubSpot](https://millionrounds.com/workflow/feedspace-testimonials-to-hubspot-crm-contacts)
- [**HubSpot Recurring Revenue Forecast: Monthly Expansion** 8 steps · Google Sheets, HubSpot](https://millionrounds.com/workflow/hubspot-recurring-revenue-forecast-monthly-expansion)
- [**Send follow-ups with Gmail** 8 steps · Gmail, HubSpot](https://millionrounds.com/workflow/send-follow-ups-with-gmail)
- [**Analyze client transcripts & route feedback with OpenAI** 9 steps · calls a model · Gmail, HubSpot](https://millionrounds.com/workflow/analyze-client-transcripts-and-route-feedback-with-openai)