Automation library · Scheduling

Automated customer onboarding with HubSpot and Gmail

Started by another system calling it, and works across Gmail, Google Calendar and HubSpot. It hands the judgement calls to OpenAI. 25 steps, 1 branch: large, and worth reading before you trust it with anything live.

LargeCalls a model: OpenAI

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25 stepsLarge: read it before trusting it with anything live
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 3Model 6Logic 7Service 9

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

  1. 1WebhookWebhookStarts it
  2. 2Create Event with AttendeeGoogle Calendar ToolService
  3. 3Create EventGoogle Calendar ToolService
  4. 4Get EventsGoogle Calendar ToolService
  5. 5Delete EventGoogle Calendar ToolService
  6. 6Update EventGoogle Calendar ToolService
  7. 7When Executed by Another WorkflowExecute Workflow triggerStarts it
  8. 8OpenAI Chat Model2Lm Chat Open AiModel
  9. 9calendarAgentTool WorkflowModel
  10. 10Structured Output ParserOutput Parser StructuredModel
  11. 11HubSpot TriggerHubspot triggerStarts it
  12. 12OpenAI ModelLm Chat Open AiModel
  13. 13Enter your company data hereSetLogic
  14. 14Calendar AgentAgentModel
  15. 15Write a personalized messageAgentModel
  16. 16Get list of ownersHttp RequestService
  17. 17SuccessSetLogic
  18. 18Try AgainSetLogic
  19. 19Transforms markdown to HTMLMarkdownLogic
  20. 20Split Out ownersSplit OutLogic
  21. 21Send the messageGmailService
  22. 22Get current ownerFilterLogic
  23. 23Set owner to contactHubspotService
  24. 24If a contact is createdIfLogic
  25. 25Get all info about the contactHubspotService

How it's built

Starts on
Another system calling it
Steps
25, with 1 branch
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Calendar, HubSpot
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Calendar 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 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?

Take your time. At 25 steps it is large: read it before trusting it with anything live.

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 25 steps before you point it at anything that matters.