# Analyze client transcripts & route feedback with OpenAI: n8n workflow

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

Source: https://millionrounds.com/workflow/analyze-client-transcripts-and-route-feedback-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)

# Analyze client transcripts & route feedback with OpenAI

Started by someone submitting a form, and works across Gmail and HubSpot. It hands the judgement calls to OpenAI. 9 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-client-transcripts-and-route-feedback-with-openai)

**9 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 3 Logic 1 Service 4

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

- 1 **Enter Client Transcript** Form trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Gmail** Gmail Tool *Service*
- 4 **Define routing emails here** Set *Logic*
- 5 **Summarization** Chain Summarization *Model*
- 6 **Router Agent** Agent *Model*
- 7 **HubSpot1** Hubspot *Service*
- 8 **Form** Form *Service*
- 9 **HubSpot** Hubspot *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 9
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, HubSpot
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Gmail and HubSpot accounts, 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?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

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 9 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%2Fanalyze-client-transcripts-and-route-feedback-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.

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

## Workflows like it

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

- [**Analyze form feedback with OpenAI and ClickUp** 9 steps · calls a model · ClickUp, HubSpot](https://millionrounds.com/workflow/analyze-form-feedback-with-openai-and-clickup)
- [**Automate restaurant sales & inventory forecasting with Gemini** 9 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-restaurant-sales-and-inventory-forecasting-with-gem)
- [**Automate sales follow-ups with OpenAI and HubSpot** 9 steps · calls a model · HubSpot, Slack](https://millionrounds.com/workflow/automate-sales-follow-ups-with-openai-and-hubspot)
- [**Generate weekly sales insights with Google Sheets and Gemini** 9 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-weekly-sales-insights-with-google-sheets-and-gemini)
- [**GummyMail - Next Gen Gumroad AutoReply & CRM System** 9 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/gummymail-next-gen-gumroad-autoreply-and-crm-system)
- [**Route real estate buyer inquiries with OpenAI and HubSpot** 9 steps · calls a model · HubSpot, Slack](https://millionrounds.com/workflow/route-real-estate-buyer-inquiries-with-openai-and-hubspot)