Automation library · CRM

Auto-generate sales presentations from Claap calls with OpenAI

Started by another system calling it, and works across HubSpot and Slack. It hands the judgement calls to OpenAI. 15 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 1Logic 6Service 7

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

  1. 1On new sales call recordingWebhookStarts it
  2. 2If there is a dealIfLogic
  3. 3Extract call infoSetLogic
  4. 4Get deal infoHubspotService
  5. 5Select presentation templateSwitchLogic
  6. 6Select slide to deleteSetLogic
  7. 7Set presentation idSetLogic
  8. 8Delete wrong currency slideHttp RequestService
  9. 9Generate slide contentOpen AiModel
  10. 10Format challengesCodeLogic
  11. 11Duplicate presentationHttp RequestService
  12. 12Publish presentationHttp RequestService
  13. 13Set user as editorHttp RequestService
  14. 14Update presentationHttp RequestService
  15. 15Send to @userSlackService

How it's built

Starts on
Another system calling it
Steps
15, with 2 branches
Size
Medium: a working afternoon
Connects to
HubSpot, Slack
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on another system calling it.

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. 15 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 15 steps before you point it at anything that matters.