Templates / Summarize meetings and sync action items with Whisper, Claude, HubSpot, Gmail and Slack

Summarize meetings and sync action items with Whisper, Claude, HubSpot, Gmail and Slack

Ready for 3.0

by ResilNext ✓ · 3 views · created 2026-09-01 · CRM, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 36 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Anthropic Chat Model, HubSpot, Gmail and Google Docs and 1 more. It also calls api.hubapi.com over HTTP.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Set Workflow Configuration (Edit Fields (Set)): sets 3 fields: whisperApiUrl, hubspotContactEmail, slackChannel
  2. Post to Whisper API (HTTP Request): calls an HTTP API (POST)
  3. Meeting Analyzer Agent (AI Agent): runs an AI agent, with model: Claude Sonnet Analyzer; output parser: Parse Meeting Data
  4. Action Item Formatter Agent (AI Agent): runs an AI agent, with model: Claude Sonnet Formatter; output parser: Parse Action Items
  5. Merge: merges the data from its input branches
  6. Route by Sentiment (Switch): routes items into 2 branches
  7. Key Insights Agent (AI Agent): runs an AI agent, with model: Claude Sonnet Insights Model; output parser: Parse Insights Output
  8. Prepare HubSpot CRM Data (Edit Fields (Set)): sets 2 fields: meetingSummary, nextSteps
  9. Search HubSpot Contacts API (HTTP Request): calls api.hubapi.com (POST)
  10. Append to Google Docs (Google Docs): uses Google Docs

…plus 16 more steps. See the full node list below.

Services it uses

Anthropic Chat ModelHubSpotGmailGoogle DocsSlack

HTTP calls to: api.hubapi.com

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (16)

From the author

Quick Overview This workflow accepts a meeting recording upload, transcribes it with OpenAI Whisper, analyzes it with Anthropic Claude to extract insights and action items, syncs updates to HubSpot, drafts follow-up emails via Gmail, saves notes to Google…

Excerpt from ResilNext's description on n8n.io.

View the original on n8n.io → Check your own copy

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