Templates / Summarize calls & notify teams via HubSpot, Slack, Email, WhatsApp

Summarize calls & notify teams via HubSpot, Slack, Email, WhatsApp

Needs changes

by Encoresky · 11,576 views · created 2025-06-04 · CRM, AI Summarization

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.

What 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.

  1. Define routing emails (Edit Fields (Set)): sets 3 fields: Support Email, Administrative Email, Commercial Email
  2. Summarization (Summarization Chain): summarizes text with AI, with model: OpenAI Chat Model
  3. Router Agent (AI Agent): runs an AI agent, with model: OpenAI Chat Model; 1 tool (Gmail)
  4. HubSpot: search
  5. Slack: uses Slack
  6. HubSpot: work with engagement
  7. WhatsApp Business Cloud: uses WhatsApp Business Cloud

Services it uses

OpenAI Chat ModelGmailSlackWhatsApp Business CloudHubSpot

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 3.0Replace 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)

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…

Excerpt from Encoresky's description on n8n.io.

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

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