Automation library · CRM

Automate sales follow-ups with OpenAI and HubSpot

Started by a clock, and works across HubSpot, Slack and Telegram. 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
3Services it connects to

The flow

Starts it 1Model 2Logic 1Service 5

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

  1. 1🤖 AI Language ModelLm Chat Open AiModel
  2. 2🕐 Schedule TriggerSchedule triggerStarts it
  3. 3🤖 Generate Follow-up MessageAgentModel
  4. 4📝 Set Sample DataSetLogic
  5. 5💬 Slack ReminderSlackService
  6. 6💬 Telegram ReminderTelegramService
  7. 7💬 Teams ReminderMicrosoft TeamsService
  8. 8🔗 HubSpot Contact LookupHubspotService
  9. 9📋 Monday Contact FetchMonday ComService

How it's built

Starts on
A clock
Steps
9
Size
Medium: a working afternoon
Connects to
HubSpot, Slack, Telegram
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on a clock.

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.