Summarize calls & notify teams via HubSpot, Slack, Email, WhatsApp
Needs changesWhat this workflow does
This AI workflow has 10 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects OpenAI Chat Model, Gmail, Slack and WhatsApp Business Cloud and 1 more.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Define routing emails (Edit Fields (Set)): sets 3 fields: Support Email, Administrative Email, Commercial Email
- Summarization (Summarization Chain): summarizes text with AI, with model: OpenAI Chat Model
- Router Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Gmail)
- HubSpot: search
- Slack: uses Slack
- HubSpot: work with engagement
- WhatsApp Business Cloud: uses WhatsApp Business Cloud
Services it uses
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in Router Agent (v1.8): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) Router Agent (v1.8) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (9)
- AI Agent
@n8n/n8n-nodes-langchain.agent - Summarization Chain
@n8n/n8n-nodes-langchain.chainSummarization - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Gmail Tool
n8n-nodes-base.gmailTool - Slack
n8n-nodes-base.slack - WhatsApp Business Cloud
n8n-nodes-base.whatsApp - Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - HubSpot
n8n-nodes-base.hubspot
From the author
This workflow automates the process of handling conversation transcriptions and distributing key information across your organization. Here's what it does: Trigger: The workflow is initiated via a webhook that receives a transcription (e.g., from a call or…