Summarize Calls & Notify Teams via HubSpot, Slack, Email, WhatsApp

Automates call transcription summarization with AI, extracts key info, routes notifications to departments via email, syncs to HubSpot, and alerts via Slack/WhatsApp.

This workflow streamlines post-call processing by triggering on a webhook with conversation transcripts. AI (via OpenAI) summarizes the content, extracts action items, departments, and client details. A router agent powered by LLM analyzes relevance and directs tailored summaries to specific departments via email. It enhances CRM visibility by saving summaries to HubSpot contacts or deals. Multi-channel alerts ensure instant team awareness: Slack for internal chats, WhatsApp for quick mobile up
Platform
n8n
Category
HR & Operations
Price
$24.99
Creator
Jordi Faber

How to import this workflow into n8n

  1. 1Purchase or download the workflow to get the n8n workflow JSON file.
  2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
  3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
  4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

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