Automation library · CRM

Convert sales call recordings into HubSpot CRM notes

Started by someone submitting a form, and works across Google Sheets. It hands the judgement calls to OpenAI. 15 steps, 1 branch, 2 loops or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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15 stepsMedium: a working afternoon
1Branch: places the flow splits
2Loops or waits
1Service it connects to

The flow

Starts it 1Model 2Logic 6Service 6

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

  1. 11. Form, Call Recording + CRM DetailsForm triggerStarts it
  2. 29. OpenAI, GPT-4o-mini ModelLm Chat Open AiModel
  3. 32. WayinVideo, Submit TranscriptionHttp RequestService
  4. 48. AI Agent, Extract CRM NoteAgentModel
  5. 53. Wait, 90 SecondsWaitLogic
  6. 610. Code, Parse CRM OutputCodeLogic
  7. 74. WayinVideo, Get Transcript ResultsHttp RequestService
  8. 811. HTTP, Search HubSpot ContactHttp RequestService
  9. 95. IF, Transcription Complete?IfLogic
  10. 1012. Code, Extract HubSpot Contact IDCodeLogic
  11. 117. Code, Format TranscriptCodeLogic
  12. 126. Wait, 30 Seconds RetryWaitLogic
  13. 1313. HTTP, Create HubSpot NoteHttp RequestService
  14. 1414. HTTP, Create HubSpot TaskHttp RequestService
  15. 1515. Google Sheets, Log CRM EntryGoogle SheetsService

How it's built

Starts on
Someone submitting a form
Steps
15, with 1 branch, 2 loops or waits
Size
Medium: a working afternoon
Connects to
Google Sheets
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Google Sheets account, 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. 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.