# Auto-generate sales presentations from Claap calls with OpenAI: n8n workflow

> Started by another system calling it, and works across HubSpot and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/auto-generate-sales-presentations-from-claap-calls-with-open (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)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fauto-generate-sales-presentations-from-claap-calls-with-open)

**15 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Model 1 Logic 6 Service 7

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

- 1 **On new sales call recording** Webhook *Starts it*
- 2 **If there is a deal** If *Logic*
- 3 **Extract call info** Set *Logic*
- 4 **Get deal info** Hubspot *Service*
- 5 **Select presentation template** Switch *Logic*
- 6 **Select slide to delete** Set *Logic*
- 7 **Set presentation id** Set *Logic*
- 8 **Delete wrong currency slide** Http Request *Service*
- 9 **Generate slide content** Open Ai *Model*
- 10 **Format challenges** Code *Logic*
- 11 **Duplicate presentation** Http Request *Service*
- 12 **Publish presentation** Http Request *Service*
- 13 **Set user as editor** Http Request *Service*
- 14 **Update presentation** Http Request *Service*
- 15 **Send to @user** Slack *Service*

## 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.

## 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%2Fauto-generate-sales-presentations-from-claap-calls-with-open)
- **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)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

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

- [**Analyze Slack pipeline attachments with E2B and OpenAI** 15 steps · calls a model · Slack](https://millionrounds.com/workflow/analyze-slack-pipeline-attachments-with-e2b-and-openai)
- [**Analyze weekly Fireflies sales calls with OpenAI** 15 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/analyze-weekly-fireflies-sales-calls-with-openai)
- [**Automate Client Onboarding with Google Drive and Slack** 15 steps · calls a model · Gmail, GoHighLevel](https://millionrounds.com/workflow/automate-client-onboarding-with-google-drive-and-slack)
- [**Flight deal analyzer with OpenAI and Google Flights** 15 steps · calls a model · Slack, WordPress](https://millionrounds.com/workflow/flight-deal-analyzer-with-openai-and-google-flights)
- [**Generate structured company descriptions** 15 steps · calls a model · HubSpot](https://millionrounds.com/workflow/generate-structured-company-descriptions)
- [**Gumroad Clientbell: Auto-log sales, ping Telegram, & thank** 15 steps · calls a model · Airtable, Email](https://millionrounds.com/workflow/gumroad-clientbell-auto-log-sales-ping-telegram-and-thank)