Automation library · CRM

Analyze form feedback with OpenAI and ClickUp

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

MediumCalls a model: OpenAI

9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 3Logic 2Service 3

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

  1. 1📝 On form submissionForm triggerStarts it
  2. 2💬 OpenAI Chat ModelLm Chat Open AiModel
  3. 3🧪 CodeCodeLogic
  4. 4🕵️‍♂️ AI AgentAgentModel
  5. 5🧠 OpenAI AnalysisOpen AiModel
  6. 6🗓️ Create Monday.com ItemMonday ComService
  7. 7✅ Create ClickUp TaskClick UpService
  8. 8📌 Create HubSpot TaskHubspotService
  9. 9🧮 Data ProcessingCodeLogic

How it's built

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

Questions

What does it need to run?

An n8n account, plus your own ClickUp 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.